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Financial Client Services Associate Jobs in Boca Raton, FL

W3Global Inc.

Wealth Management Associate

Boca Raton, FL · On-site

$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

$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 ...

iQuor

Vice President - Client Services

Fort Lauderdale, FL · On-site

$132K - $169K/yr

More specifically the VP Client Services partners with their Operations peer to enhance the ... Responsible for meeting the financial/pricing objectives set by the company and achieving the ...

Aionios LLC

Public Finance Associate

West Palm Beach, FL · On-site

$180K - $210K/yr

Florida (Multiple Offices Available) Experience: 6+ years Our client, an Am Law 200 full-service law firm, is seeking a Real Estate / Public Finance Associate to join its Florida-based practice. This ...

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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.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Fort Lauderdale, FL • On-site

Full-time

Posted 19 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

40th of 148 rated financial services

Job description

POSITION SUMMARY:
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts

OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience
  • Bilingual English/Spanish
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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