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Senior Client Service Associate Jobs in Florida (NOW HIRING)

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

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 ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

UBS

Client Service Associate

Fort Lauderdale, FL · On-site

$13.75 - $19/hr

Do you know how to take care of people? We're looking for a Client Service associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

New

Care Options for Kids

Client Service Associate

Tampa, FL · On-site

$21 - $24/hr

We are looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Client Service Associate

Miami Beach, FL · On-site

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Limitless East Marketing

Client Service Associate

Tampa, FL · On-site

$13.75 - $19/hr

We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to ...

Stifel

Client Service Associate

Miami Beach, FL

$14.25 - $19.75/hr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

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Showing results 1-20

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

Senior Client Service Associate information

See Florida salary details

$21.7K

$55.4K

$99.4K

How much do senior client service associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for senior client service 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.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.

What cities in Florida are hiring for Senior Client Service Associate jobs?

Cities in Florida with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $55,448 per year, or $26.7 per hour.

Client Service Associate

Boutique Recruiting

Naples, FL • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 11 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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