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Financial Client Services Associate Jobs in Boca Raton, FL

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

... service. Major Duties :1. Collect, organize and maintain client personal and financial wealth plan profile data. 2. Review and synthesize client profile data and assist in the design of client ...

Northern Trust

Associate Wealth Advisor

Boca Raton, FL · On-site

... service. Major Duties :1.Collect, organize and maintain client personal and financial wealth plan profile data. 2.Review and synthesize client profile data and assist in the design of client profiles ...

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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.
What are popular job titles related to Financial Client Services Associate jobs in Boca Raton, FL? For Financial Client Services Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Boca Raton, FL look for? The top searched job categories for Financial Client Services Associate jobs in Boca Raton, FL are:
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.
Associate, Client Advisor

Associate, Client Advisor

SCS Financial

West Palm Beach, FL

$60K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Position Summary

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.

This role is located in West Palm Beach, FL.

Primary Responsibilities 

  • Support the implementation and maintenance of clients' investment and strategic financial plans
  • Coordinate account openings, transfers, and ongoing portfolio administration
  • Prepare customized client meeting materials, presentations, and reports
  • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
  • Confirm and track trading activity and other investment-related transactions
  • Serve as a point of contact for client inquiries, ensuring timely and accurate responses
  • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs
  • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
  • Maintain a high level of accuracy, organization, and discretion in handling confidential client information
  • Ensure all client-related activities are compliant with firm policies and regulatory standards

Qualifications

  • Minimum of a Bachelor's degree in Finance, Economics or other related discipline
  • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
  • 1+ years of relevant professional experience
  • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
  • Excellent organizational, prioritization, and time management skills
  • Analytical with a strong attention to detail; problem solve effectively
  • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
  • Strong written and oral communication skills

This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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