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Office Service Associate Jobs in Florida (NOW HIRING)

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Strong proficiency with Microsoft Office, including Excel formulas * Working knowledge of financial ... Client Service Associate who takes pride in owning the details, building client trust and ...

Morningstar Properties

Storage Office Associate

Tallahassee, FL · On-site

$15.25 - $20.50/hr

Communicate clearly with teammates to ensure smooth hand-offs and continuity of service. * Other ... Search Keywords Office Associate, Office Assistant, Customer Service Associate, Storage Associate ...

American Signature, Inc.

Customer Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...

American Signature, Inc.

Customer Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...

EoS Fitness

Service Associate - Night

Port Saint Lucie, FL · On-site

$15.75 - $21/hr

Our Service Associate reports directly to the Operations Manager and is responsible for providing ... Proficiency in MS Office and familiarity with gym management software. * Strong organizational and ...

EoS Fitness

Service Associate - Night

Kissimmee, FL · On-site

$14 - $18.50/hr

Our Service Associate reports directly to the Operations Manager and is responsible for providing ... Proficiency in MS Office and familiarity with gym management software. * Strong organizational and ...

Fresco y Mas

Customer Service Associate

Miami, FL · On-site

$13.75 - $19.25/hr

Job Title: Customer Service Associate Location: Retail Grocery Location Position Overview The ... Possess a proficient working knowledge of office, front end systems and equipment. * Possess ...

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Office Service Associate information

What is the difference between Office Service Associate vs Receptionist?

AspectOffice Service AssociateReceptionist
CredentialsHigh school diploma or equivalent; some roles may require certifications in office administrationHigh school diploma or equivalent
Work EnvironmentOffice settings, supporting administrative and clerical tasksFront desk, greeting visitors, answering calls
Employer & IndustryCorporate offices, healthcare, legal firmsCorporate offices, hotels, medical clinics
Common TasksManaging mail, office supplies, basic administrative supportWelcoming visitors, answering phones, scheduling appointments

The Office Service Associate and Receptionist roles both operate in office environments and require similar educational backgrounds. However, Office Service Associates typically handle broader administrative support tasks, while Receptionists focus on front-desk duties like greeting visitors and managing calls. Both roles are essential for smooth office operations and are often found in similar industries.

What does an office service associate do?

An office service associate performs administrative and clerical tasks such as managing correspondence, organizing files, greeting visitors, and supporting daily office operations. They often use office equipment like copiers and computers and may handle scheduling and supply management to ensure smooth office functioning.

What are the most commonly searched types of Office Service jobs in Florida?

The most popular types of Office Service jobs in Florida are:

Office Service Associate jobs near you
Infographic showing various Office Service Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Client Service Associate

Boutique Recruiting

Naples, FL • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Position Title: Client Service Associate
Salary Range: $60,000-$75,000 / Year, DOE
Join a well-established wealth management firm where client service is the standard, not an afterthought. This Client Service Associate will work closely with financial planners, advisors, and fellow CSAs to deliver a high-touch experience for clients while managing account activity, preparing for meetings, coordinating with custodians, and keeping every detail moving behind the scenes.
The ideal candidate brings 2+ years of client service experience within an RIA, broker-dealer, or investment advisory environment and knows how to take ownership without waiting to be told what comes next. They are organized, proactive, confident with clients, and genuinely enjoy being the person a team can count on.
Responsibilities
  • Serve as a key point of contact for clients, answering questions, coordinating requests and providing responsive, professional service
  • Partner with financial planners and advisors to prepare for client meetings, organize materials and complete post-meeting follow-up
  • Process account openings, closings, distributions, IRA transactions and other client account requests
  • Coordinate with custodians and internal teams to ensure transactions, paperwork and client requests are completed accurately and efficiently
  • Prepare client documentation, forms and supporting materials while maintaining organized and accurate records
  • Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm
  • Participate in client events and contribute ideas that improve processes, efficiency, and the overall client experience

Requirements
  • 2+ years of Client Service Associate experience within an RIA, broker-dealer, or investment advisory environment
  • Experience consistently supporting financial advisors or planners and working directly with investment or wealth management clients
  • Strong proficiency with Microsoft Office, including Excel formulas
  • Working knowledge of financial services terminology, account processes, and client service expectations
  • Exceptional organization, time management and follow-through with the ability to independently prioritize responsibilities
  • Confident, polished communication skills and a genuine commitment to delivering an exceptional client experience
  • Proactive mindset with the ability to identify needs, ask thoughtful questions, take ownership and contribute ideas

Benefits
  • 401(k) with company match
  • Biannual cost-of-living adjustments averaging approximately 3% annually
  • Medical insurance options with the company covering approximately 50-60% of the individual premium after 90 days
  • Two weeks of combined sick and vacation time with increased PTO based on tenure
  • Paid major holidays, one floating holiday, and the day after Thanksgiving off

If you are an experienced wealth management Client Service Associate who takes pride in owning the details, building client trust and supporting a team for the long term, apply today!
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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