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Financial Client Services Associate Jobs in Boca Raton, FL

Amerantbank

Client Services Associate I

Miramar, FL · On-site

Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are ... Bachelors degree in banking, finance, business administration or related field preferred.

New

Amerant Bank

Client Services Associate I

Miramar, FL · On-site

Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are ... Bachelors degree in banking, finance, business administration or related field preferred.

New

Amerantbank

Client Services Associate I

Hollywood, FL · On-site

$13.25 - $18.25/hr

Acts as back up of other Client Services Associate / Officers. * Ensures preventive measures are ... Bachelors degree in banking, finance, business administration or related field preferred.

New

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Boca Raton, FL

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 Jul 14, 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
Infographic showing various Financial Client Services Associate job openings in Boca Raton, FL as of July 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $63,089 per year, or $30.3 per hour.
Client Services Associate

Client Services Associate

Care Options for Kids

Delray Beach, FL

$18 - $21/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play.
Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance.
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Position Types Available: Full-Time, In Office
Client Service Associate responsibilities include:
  • Coordinates and schedules referrals for new and existing home care services.
  • Provides continuity of care in coordinating referrals.
  • Communicates to each caregiver all pertinent information regarding client care.
  • Keeps caregiver calendars and client information accurate and current.
  • Communicates to the departmental Director all pertinent information regarding client/caregiver issues.
  • Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.
Comprehensive Ability to:
  • Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.
  • Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.
  • Work with a sense of urgency while maintaining a high level of detail.
  • Use language that consistently reflects a thorough understanding of the home care industry.
Qualifications:
  • High School Diploma or GED required; college degree is preferred.
  • Previous experience in recruiting, scheduling, or sales preferred.
  • Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.
  • Must possess strong interpersonal and customer service skills.
  • Must be able to solve complex problems and function effectively in a fast-paced work environment.
  • Ability to read, write and communicate in English.
  • Bilingual (Spanish/English) preferred.
What we Offer:
  • A supportive and collaborative work environment.
  • Opportunity to Join a Rapidly Growing, Fast-Paced Organization!
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Generous Paid Time Off
  • 401K
  • A chance to make a meaningful impact in the lives of children and families.
Wage Range:
  • Full-Time, In Office: $18 to $21/hr
  • Quarterly bonuses
*Compensation dependent on experience.
Location: Delray Beach, FL
If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today.
Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment.