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Financial Client Services Associate Jobs in Boca Raton, FL

W3Global Inc.

Wealth Management Associate

Boca Raton, FL

$80K - $125K/yr

... financial plans aligned with each client's unique goals and values, with a particular emphasis on ... Growth here is built on expertise and client service-not a sales quota. We are committed to ...

Vandelay Administrative Services LL

Be Seen First

Client Services Representative

Boynton Beach, FL

$15 - $20.50/hr

About Us We are dedicated to helping clients regain financial stability through strategic debt ... Position Summary The Client Services Representative serves as a primary point of contact for ...

Vandelay Administrative Services LL

Be Seen First

Client Services Representative

Boynton Beach, FL · On-site

$15 - $20.50/hr

About Us We are dedicated to helping clients regain financial stability through strategic debt ... Position Summary The Client Services Representative serves as a primary point of contact for ...

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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 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 Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA)

GoldMatch

Boca Raton, FL • Hybrid

Full-time

Posted 19 days ago

Job description

Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote

A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida, with 2–3 days per week on-site and remote flexibility the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.

Role highlights include:
• Hybrid schedule with in-office collaboration in Boca Raton
• Earnings potential up to $105K
• Client onboarding, custodial paperwork, scheduling, and CRM support
• Close partnership with advisors and leadership
• Market-hour workday and long-term stability

*****Must have 2+ years of RIA or Broker/Dealer experience in client service or operations to be considered.*****

This opportunity is well-suited for someone who values accuracy, ownership, and consistency, and who wants to contribute meaningfully to a growing firm while maintaining flexibility and quality of life in South Florida.

For further details and next steps please contact Michael.Espina@GoldMatchStaffing.com. We will be happy to assist you.


Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.