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Financial Client Service Associate Jobs in Satellite Beach, FL

Percepta

Luxury Client Service Manager

Melbourne, FL · On-site

Tools available include Financial Assistance, Service Component Plan, Extended Service Plan ... Associates or Bachelor's degree preferred Experience * 3 - 5 years problem resolution and ...

Miller & Hurt Wealth Advisors

Be Seen First

Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... client service. Because we are an independent fiduciary firm , your development will center on ...

Miller & Hurt Wealth Advisors

Be Seen First

Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

Associate Financial Planner Location: Rockledge, Florida Position: Full-time, in-office Salary: $60 ... client service. Because we are an independent fiduciary firm , your development will center on ...

Wawa, Inc.

Customer Service Associate

West Melbourne, FL · On-site

$15.50 - $19.25/hr

As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa, Inc.

Customer Service Associate

Melbourne, FL · On-site

$15.50 - $19.25/hr

As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

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Financial Client Service Associate information

See Satellite Beach, FL salary details

$12

$27

$58

How much do financial client service associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for financial client service associate in Satellite Beach, FL is $27.60, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $29.66 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Satellite Beach, FL are hiring for Financial Client Service Associate jobs?

Cities near Satellite Beach, FL with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Satellite Beach, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $57,400 per year, or $27.6 per hour.

Client Service Associate

Edelman Financial Engines, LLC

Melbourne, FL • On-site

$50K - $65K/yr

Full-time

Re-posted 24 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,000 - $65,000.  However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.  In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance.  Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.    

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.    

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