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Financial Client Services Associate Jobs in Boca Raton, FL

Amerant Bank

Client Services Associate III

Miramar, FL · On-site

$13.25 - $18.25/hr

The Client Services Associate III provides superior service standards to their assigned customer ... Associates Degree in Finance or Business Administration Technical and/or Other Essential Knowledge:

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Financial Client Services Associate information

See Boca Raton, FL salary details

$13

$30

$64

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

As of Jun 18, 2026, the average hourly pay for financial client services associate in Boca Raton, FL is $30.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.62 and $32.64 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

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, and why are they important?

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.
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What cities near Boca Raton, FL are hiring for Financial Client Services Associate jobs? Cities near Boca Raton, FL with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Client Services Associate

Blue Coral Staffing Corp.

Boca Raton, FL

Other

Posted 16 days ago

Job description

Client Services Associate – ***Private Aviation Industry operations experience REQUIRED***



  • Location: Boca Raton, F
  • LOn-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operatio
  • nNew position based on Company growt
  • hCompensation: competitive base salary (commensurate with experience) plus performance bonus potential and benefit

s

Position Summary – Client Services Associate


:
Growing private jet aviation company seeks a highly organized, client-focused Client Services Associate to join the Operations team. This role serves as a critical liaison between aviation advisors, clients, operators & vendors. Client Services Associate manages trip execution from initial request through post-flight follow-up. Position requires strong operational judgment, attention to detail, the ability to perform under time-sensitive conditions in a fast-paced aviation environment, and the ability to be on-call after hours (as needed) for this 24/7 company operatio


n.
Responsibilities – Client Services Associa


  • te:
    Manage client private jet/charter/etc. requests from initial inquiry through post-flight follo
  • w-upCoordinate with operators, pilots, and third-party vendors including catering and ground transporta
  • tionBuild & manage detailed flight itineraries, trip logistics,
  • etc.Monitor flight schedules, weather, aircraft status, and operational changes in real
  • timeProvide proactive, professional communication to clients before, during and after fli
  • ghtsConduct flight following and ensure smooth execution of all t
  • ripsEnsure compliance with all safety, regulatory, and operational stand
  • ardsAssist with flight services including catering, transportation, and special client requ
  • estsSupport administrative, analytical, and reporting tasks related to flight operat
  • ionsAssist accounting with billing, invoicing, and post-trip repor


ting
Qualifications – Client Services Assoc


  • iate:
    REQUIRED: Minimum 4+ years’ experience in private aviation, private corporate travel, private luxury hospitality, or similar industry client facing oper
  • ationsProven operations experience with the ability to be client-facing / personable to client
  • base Ability to work in-office Monday through Friday (9:00am to 5:00pm) and be reached / on call after hours as needed with this 24/7 company ope
  • rationBachelors level degree preferred but not required if industry experience is re
  • levantMicrosoft Office Suite proficient (Word, Excel, PowerPoint, Ou
  • tlook)Proficiency with scheduling systems and CRM platforms (HubSpot, Salesforce pref
  • erred)Strong client-service mindset with a white-glove ap
  • proachStrong operational, communication (verbal/written), organizational, time management, analytical, problem-solving, and attention to detail
  • skillsAbility to manage multiple priorities simultaneously, under pressure, in a fast-paced envir


onment

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