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Senior Client Associate Jobs in Florida (NOW HIRING)

Bessemer Trust Inc.

Senior Client Advisor

Miami, FL · On-site

... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...

Bessemer Trust

Senior Client Advisor

Miami, FL · On-site

... of Client Advisors and Associate Client Advisors. * Provide career guidance and growth ... the Senior Client Advisor is expected to stay up to date on economic and market trends by ...

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 ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Florida

Senior Client Associate information

See Florida salary details

$21.7K

$55.4K

$99.4K

How much do senior client associate jobs pay per year?

As of Jul 10, 2026, the average yearly pay for senior client associate in Florida is $55,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,300.00 and $71,000.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
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What cities in Florida are hiring for Senior Client Associate jobs? Cities in Florida with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Florida as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,448 per year, or $26.7 per hour.

Senior Client Associate / Office Manager

Vontobel

Miami, FL • On-site

$80K - $110K/yr

Full-time

Re-posted 2 days ago

Job description

Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will join our Miami branch and support the team.

What would your role be?

  • Take ownership and support the management of a client portfolio, putting the client's needs in first place.

  • Be the go-to expert when it comes to the administration of the client's accounts (openings, closings, cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).

  • Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.

  • Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.

  • Serve as the single point of contact for all facility management-related topics, ensuring smooth operations and addressing any issues promptly.

  • Provide hands-on support for facility-related tasks, including minor repairs, furniture assembly, and equipment setup.

  • Collaborate with internal teams and external vendors to manage office renovations, general cleaning topics, or reconfigurations.

What are we looking for?

  • Previous experience in a similar position within the banking industry.

  • Fluency in English and effective communication skills. Additional languages would be an advantage.

  • A strong team-player and a strong interest for a high-level client service.

  • Good understanding of financial products and markets.

  • Excellent IT skills (software tools, MS office).

What do we offer?

  • Top Miami location

  • All the latest technology to help you excel and advance.

  • Agile environment in how we think, the way we work and our trust for each other.

  • Flat hierarchy with collaboration on all levels.

Compensation:

The salary range for this role is $80,000 - $110,000.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we're committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don't meet all the criteria, we encourage you to apply if you're enthusiastic about the role.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.

Apply