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Senior Client Associate Jobs in Miami, FL (NOW HIRING)

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We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in ...

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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Senior Client Associate information

See Miami, FL salary details

$27.7K

$71K

$127.2K

How much do senior client associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for senior client associate in Miami, FL is $70,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,600.00 and $90,900.00 per year, depending on experience, location, and employer.

What is a senior client associate?

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.

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.

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 are popular job titles related to Senior Client Associate jobs in Miami, FL?

For Senior Client Associate jobs in Miami, FL, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in Miami, FL look for?

The top searched job categories for Senior Client Associate jobs in Miami, FL are:

What cities near Miami, FL are hiring for Senior Client Associate jobs?

Cities near Miami, FL with the most Senior Client Associate job openings:

Infographic showing various Senior Client Associate job openings in Miami, FL as of August 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $70,966 per year, or $34.1 per hour.

Registered Client Service Associate

Miami, FL • On-site

Leeds Professional Resources
Recruiting and Staffing Services • 11 - 50 employees

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

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Job description

We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to enhance and grow their business. This role requires fluency in English and Spanish.


Responsibilities

  • Assisting in the delivery and execution of financial plans, supporting branch leadership and covering additional teams and PCAs as needed will be crucial to this position
  • You will also help develop and maintain client relationships by organizing and implementing productivity-based campaigns
  • You may be asked to perform operational responsibilities as well
  • Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries
  • Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary


Requirements:

  • High School diploma; Associate’s or Bachelor’s degree preferred
  • Series 7 required
  • Fluency in English and Spanish
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards