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Financial Client Services Associate Jobs in Naples, FL

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Service Representative |Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Service Representative Animal Oasis Veterinary Hospital 2700 Immokalee Rd, Suite 16, Naples ... National Veterinary Associates is a leading global pet care organization united in the love of ...

NVA

Client Services Representative

Naples, FL · On-site

$15 - $20.50/hr

Client Relations, Answering phones, scheduling appointments, greeting clients in a warm manner ... At National Veterinary Associates, we want to make sure your experience connecting with us is ...

Bessemer Trust

Associate Client Advisor

Naples, FL · On-site

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

... more Financial Advisors by managing client service needs and acting as a key liaison between ... The associate supports client relationships through account servicing, onboarding, and trade ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

... more Financial Advisors by managing client service needs and acting as a key liaison between ... The associate supports client relationships through account servicing, onboarding, and trade ...

Northern Trust

Registered Associate II

Bonita Springs, FL · On-site

$64K - $105K/yr

Registered Associate II Role Overview The Registered Associate II provides daytoday support to one or more Financial Advisors by managing client service needs and acting as a key liaison between ...

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Financial Client Services Associate information

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$63

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

As of Aug 14, 2026, the average hourly pay for financial client services associate in Naples, FL is $30.10, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $32.36 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.

What are popular job titles related to Financial Client Services Associate jobs in Naples, FL?

For Financial Client Services Associate jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Naples, FL look for?

The top searched job categories for Financial Client Services Associate jobs in Naples, FL are:

What cities near Naples, FL are hiring for Financial Client Services Associate jobs?

Cities near Naples, FL with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Private Client Services Associate

MCC Advisors

Naples, FL • On-site

Other

Re-posted yesterday

Job description

The national AmLaw 200 law firm seeks a highly experienced attorney to join the well-regarded Trust, Estate & Wealth Preservation group in Naples, Florida for succession planning and growth needs.
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of multi-generational wealth through the use of GST-exempt trusts, GRATs, SLATs and IDGTs and other complex estate planning instruments; post-mortem administration; tax return preparation and/or review of Forms 706, 709 and 1041. Strong interpersonal skills, ability to collaborate with colleagues across the firm and ability to provide high quality client services is essential. Florida bar required.

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