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Financial Client Services Associate Jobs in Hialeah, FL

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... The CSA works closely with Financial Advisors to ensure a seamless client experience within the ...

TransPerfect

Client Services Associate

Miami Beach, FL · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Semantix

Client Services Associate

Miami Beach, FL · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Teksky LLC

Client Services Associate

Miami, FL · On-site

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... Technology Integration & Data Management Keep Salesforce CRM and financial planning software ...

TekSky

Client Services Associate

Miami, FL · On-site

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... Technology Integration & Data Management Keep Salesforce CRM and financial planning software ...

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Client Service Associate - Wealth Management

Miami, FL · On-site

$80K - $85K/yr

Identify and assist with Firm services and solutions that support clients' needs * Confirm ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...

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Financial Client Services Associate information

See Hialeah, FL salary details

$12

$28

$61

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

As of Aug 11, 2026, the average hourly pay for financial client services associate in Hialeah, FL is $28.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $31.15 per hour, depending on experience, location, and employer.

What is a financial client services associate?

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?

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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Financial Client Services Associate jobs near you

Client Services Associate

Norman Alex

Miami, FL • On-site

Other

Re-posted 11 days ago

Job description

Client Services Associate

Miami, Florida, United States

About the Job

Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.

Must have Series 7 additional licenses are a plus.

The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.

Key Responsibilities:

  • Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records.
  • Trade Execution: Processing stock, bond, and option trades with accuracy.
  • Client Communication: Handling inquiries, addressing concerns, and providing updates.
  • Client Reporting: Preparing account statements and performance reports.
  • Compliance Support: Ensuring adherence to regulations and internal policies.
  • Meeting Preparation: Assisting Advisors with data gathering and presentations.
  • Relationship Building: Providing proactive, personalized service.

Skills & Qualifications:

  • Strong customer service and relationship-building skills
  • Knowledge of financial markets and investment products
  • Proficiency in financial software and CRM systems
  • Excellent communication and attention to detail
  • Ability to work accurately under pressure

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