ZipRecruiter

Log In

1

Investment Services Associate Jobs in Florida (NOW HIRING)

Axelon

Client Services Associate

Jacksonville, FL · On-site

$43/hr

Fully accountable for servicing and supporting our Investment and/or Banking clients. * Able to ... the associate and will be treated with a closed loop process. * Ensures customer claims and ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... Plays a key role in the investment onboarding process. RESPONSIBILITIES & DUTIES • Manage the ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Knowledge of financial markets and investment products * Proficiency in financial software and CRM ...

Pediatrix

Patient Services Associate

Fort Myers, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Fort Myers, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Fort Myers, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

next page

Showing results 1-20

All JobsInvestment Services Associate JobsInvestment Services Associate Jobs in Florida

Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

What are the most commonly searched types of Investment Services jobs in Florida?

The most popular types of Investment Services jobs in Florida are:

What are popular job titles related to Investment Services Associate jobs in Florida?

For Investment Services Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Investment Services Associate jobs in Florida look for?

The top searched job categories for Investment Services Associate jobs in Florida are:

What cities in Florida are hiring for Investment Services Associate jobs?

Cities in Florida with the most Investment Services Associate job openings:

Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Registered Wealth Investment Services Associate

Citigroup, Inc.

Jacksonville, FL • On-site

$62K - $87K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 hours ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

38th of 172 rated banks

Job description

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
  • Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
  • Directly responsible for providing timely responses to client service requests, received via telephone or email.
  • Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
  • Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).
  • Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
  • Ensures that KYC/AML and other compliance norms are strictly adhered to.
  • Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
  • Builds a rapport with back-office staff and seek out highest level of support from those teams.
  • Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
  • Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
  • Accountable for identifying prospective clients interested in becoming new clients.
  • Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
  • Responsible for proactively contacting clients to identify needs and deepen relationships.
  • Complete all required trainings pertaining to the function in a timely manner.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • Excellent verbal and written communication skills. Ability to communicate at a professional level.
  • Positive and can-do attitude.
  • Excellent people skills and ability to work in a team environment.
  • Capable of working independently within established procedures and make decisions without manager approval.
  • Able to perform multiple functions with a high degree of accuracy.
  • Strong desire to create a top-notch client experience with every client every day.
  • Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
  • Ability to support a diverse array of products and services.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
  • US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred

Education:
  • Bachelor's/University degree, Master's degree preferred

Job Family Group:
Consumer Sales
Job Family:
Telesales
Time Type:
Primary Location:
Jacksonville Florida United States
Primary Location Full Time Salary Range:
$62,620.00 - $87,380.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Feb 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Citigroup Inc logo

About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

View All Citigroup Inc Jobs

Apply