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Financial Client Services Associate Jobs in Florida

TekSky

Client Services Associate

Miami, FL · On-site

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... Technology Integration & Data Management Keep Salesforce CRM and financial planning software ...

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys keeping an office running ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Florida? For Financial Client Services Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Florida look for? The top searched job categories for Financial Client Services Associate jobs in Florida are:
What cities in Florida are hiring for Financial Client Services Associate jobs? Cities in Florida with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

TekSky

Miami, FL • On-site

Full-time

Re-posted 3 hours ago

Job description

KEY RESPONSABILITIES
Client Engagement & Support
Respond promptly and professionally to client inquiries while delivering a WOW client experience and maintaining high professional standards.
  • Coordinate transactions, including opening and closing accounts, transfers, deposits, and withdrawals.
  • Communicate transaction status updates clearly to clients and advisors.

Custodian Relationship Management
Act as the primary point of contact for our main custodians (Schwab and Fidelity) and secondary custodians (TIAA Cref, Nationwide, American Funds, 529 Plan providers, etc.).
  • Ensure compliance and resolve account servicing matters efficiently.

Administrative & Organizational Excellence
Maintain meticulous digital filing of client documents in Egnyte, adhering to internal naming protocols and SEC guidelines.
  • Schedule client appointments and assist advisors with meeting preparation.
  • Handle inbound phone calls, ensuring all calls are answered, screened, or transferred promptly and accurately.

Technology Integration & Data Management
Keep Salesforce CRM and financial planning software (eMoney/MyMoneyLife) up to date with client and prospect information.
  • Provide basic technical support to staff, troubleshoot software-related issues, and coordinate with vendors on updates and upgrades.
  • Uphold data privacy regulations and internal policies to safeguard sensitive client information.

Compliance & Regulatory Support
Complete compliance review action items and collaborate with the Chief Compliance Officer to perform periodic account reviews.
  • Prepare, submit, and track necessary paperwork to custodians.

Collaboration & Reporting
  • Team with clients' other advisors (e.g., attorneys, CPAs) to provide relevant documents and updates.
  • Identify opportunities for process improvements to enhance overall client satisfaction and operational efficiency.

PROFESSIONAL COMPETENCIES
Client-Focused Approach
Demonstrate a genuine empathy for client needs, ensuring clarity and care in all interactions.
Communication & Presentation Skills
Convey complex details concisely through email, phone, and in-person meetings, adapting to different audiences.
Business Development Orientation
Recognize growth opportunities and proactively contribute to the firm's expansion through strategic collaboration and process improvements.
Technology Integration & Support
Advocate for effective technology adoption across the organization, providing front-line support and managing vendor relationships.
Organizational Improvement
Show intellectual curiosity and a drive to innovate-constantly seeking ways to enhance processes and operations.
PERSONAL COMPETENCIES
Time Management & Prioritization
Balance multiple tasks with a keen eye for detail.
Growth Mindset
Open mind to learn, grow, be challenged, and be proactive to find solutions
Approachability
Listen empathetically and value diverse perspectives, fostering strong interpersonal relationships.
Integrity & Trust
Maintain strict confidentiality and honesty in all dealings, accepting accountability for mistakes.
Peer Relationships
Collaborate effectively with colleagues, gaining trust and support through teamwork and openness.
Presentation Skills
Communicate in a clear, concise manner that delivers the intended impact.
How to be GREAT at this Job
  • You read our company core values and you are energized about the idea of working with professionals who are amazing humans living up to these values: https://www.meirawealth.com/values
  • You're an excellent communicator, on the phone, in person and in writing.
  • You can read in between the lines and be wise beyond your years to know what clients really need
  • You are obsessive about organization and task management.
  • You are the type of person who loves putting new processes in place and then celebrating when those processes make everyone's job easier, you'll fit right in.
  • You already know the differences between Roths and 401ks, Roth Conversions and IRA Rollovers and Revocable Vs Irrevocable Trusts. You feel proud about geeking out all this financial lingo with your friends
  • You sincerely love dealing with people and feel like your team and clients are like an extended family.
  • You make stuff happen. Better yet, you can't wait to tell us about a new creative way to do something that we haven't thought of
  • People always ask you to help because when you say you'll do something, you'll do it.

What a Day May Look Like
One day you might be on the phone with a Schwab representative to expedite a time-sensitive transaction or account transfer, then spend the afternoon ensuring all client documents are perfectly organized in Egnyte. At any moment, you will be on the phone learning about one of our amazing clients who needs immediate help but also loves to share about the newest addition to their family. By the end of the week, you'll have collaborated with advisors on upcoming client reviews and even flexed your creative muscles to suggest a new workflow to help the whole team move faster.

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