Top 78 Client services associate Jobs in Clearwater Fl

Operations & Client Service Associate
Grand Central Investment Group —Tampa, FL
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Client Success Associate
MJ MGMT Group, Inc —Lutz, FL
- $55,000 - $65,000 a year
- Full-time
- Background check
- In-person
- Entry level
- Employee discount
- Professional development assistance
Quick Apply
14d
Senior Client Specialist
First Horizon Bank —Tampa, FL
- Part-time
- Research
- Mid-level
- Office
- Wellness program
- Health savings account
Executive Assistant & Client Operations Associate
Gator Capital Management —Tampa, FL
- $80,000 a year
- Part-time
- Background check
- Google Workspace
- Mid-level
- Health savings account
- Health insurance
Quick Apply
3d
Client Experience Associate
PNC Financial Services Group —Clearwater, FL
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
3d
Client Associate
IMA Financial Group —Saint Petersburg, FL
- $60,000 - $65,000 a year
- Remote
- 1 year
- Entry level
- Health savings account
- AD&D insurance
Quick Apply
4d
Senior Client Service Account Associate
JPMorganChase —Tampa, FL
- $71,300 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Tuition reimbursement
4d
Client Services Representative
EXZEO GROUP, INC —Tampa, FL
- Bilingual
- Business Administration
- Business
- Disability insurance
- Dental insurance
Client Service Associate (Tampa, FL)
Oppenheimer & Co. Inc. —Tampa, FL
- 1 year
- Entry level
Quick Apply
Client Delivery Associate
BMO Financial Group —Tampa, FL
- $50,100 - $82,800 a year
- Full-time
- Marketing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
13d
Registered Client Service Associate
Morgan Stanley —Tampa, FL
- Full-time
- Writing skills
- Mid-level
- Office
13d
Registered Client Service Associate (Clearwater, FL)
Raymond James Financial, Inc. —Clearwater, FL
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Associate Client Advocate
WTW —Tampa, FL
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
Client Success Associate
Arrive Logistics —Tampa, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Client Services Associate
RH —Tampa, FL
- $26 - $30 an hour
- Full-time
- Office
- Communication skills
- Entry level
Quick Apply
13d
Client Services Representative - Commercial Lines
IMA Financial Group —Saint Petersburg, FL
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Saint Petersburg, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
4d
Client Services Associate
Spinelli Barre Corporation —Clearwater, FL
- Part-time
- Computer skills
- Communication skills
- Entry level
- Opportunities for advancement
Quick Apply
Client Accounting Services/Full Charge Bookkeeper
Rivero, Gordimer & Company —Tampa, FL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- QuickBooks
- Free parking
- Profit sharing
Quick Apply
14d
Securities Services -Client Solutions Project Coordinator - Associate
JPMorganChase —Tampa, FL
- Full-time
- Mid-level
- Analysis skills
- Product management
- Health insurance
- Tuition reimbursement
6d

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Operations & Client Service Associate

Grand Central Investment Group
Tampa, FL

Quick Apply

Job Details

Full-time

Benefits

401(k)
Paid time off
401(k) matching
Professional development assistance

Qualifications

Teamwork
Filing
Attention to detail
Client services
Securities Industry Essentials

Full Job Description

Operations & Client Service Associate at Grand Central Investment Group

Are you a tech-savvy, detail-oriented professional who enjoys wearing many hats and solving problems? Join Grand Central Investment Group, a boutique Registered Investment Advisor firm located in South Tampa. We’re seeking an Operations & Client Service Associate to support client service, reporting, technology, financial planning platform work, and special projects across the firm. This role is ideal for someone who enjoys client interaction, working with data and systems, supporting financial planning workflows, improving processes, and contributing wherever help is needed.

Why Join Us?

This full-time position is a versatile, hands-on role that blends client service associate responsibilities with operations, reporting, technology, financial planning support, and project work. While this is not primarily an advisory role at the outset, we want to emphasize that the right candidate will have a meaningful opportunity to grow over time into a financial planner or advisor path.

Key Responsibilities:

· Perform client service associate responsibilities, including client communication, account paperwork, transfers, distributions, deposits, account opening, and other service-related requests.

· Serve as a reliable point of contact for clients by phone, in person, and virtually, while maintaining a high standard of accuracy and responsiveness.

· Use multiple industry specific technology platforms to support client service, reporting, compliance, and internal workflows.

· Provide support for the firm’s financial planning platform, MoneyGuidePro, including data entry, plan updates, report preparation, and related workflow support.

· Assist with technology-focused projects, including website updates, process improvements, data organization, and manipulating Excel spreadsheets.

· Support onboarding and help clients navigate online platforms and digital tools.

· Maintain records and files with a compliance audit mindset and ensure documentation is complete and accurate.

· Pitch in on a wide variety of office, operations, and special projects as needs arise.

What You Bring:

· Experience: Minimum of 3 years of recent client service associate experience with a Financial Advisor, RIA, or broker-dealer. REQUIRED

· SIE required; preference given for Series 65.

· Ability to generate reports in multiple industry specific technology platforms

· Strong interest in technology, systems, process improvement, and learning new software platforms.

· Advanced comfort with Microsoft Excel, including organizing, cleaning, and manipulating spreadsheets.

· Exceptional organizational skills and the ability to juggle multiple tasks, pivot priorities, and maintain strong attention to detail.

· Strong communication and listening skills, with professionalism and confidentiality in managing sensitive client information.

· Ability to work effectively with clients and a genuine interest in helping attract, build, and strengthen client relationships over time.

· Curiosity, initiative, flexibility, and a “jack of all trades” mindset.

What We Offer:

· A team-oriented, collaborative environment where your contributions have a real impact.

· A broad role with exposure to client service, operations, reporting, technology, and firmwide projects.

· Potential to grow over time into a financial planning or advisor role for the right candidate.

· A relaxed office setting that fosters both professionalism and camaraderie.

· 401(k) match.

If you’re detail-oriented, tech-savvy, flexible, and excited by a role that combines client service with reporting, systems, and special projects, we’d love to hear from you.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Application Question(s):

Please provide a cover letter

Experience:

Operations experience with an FA at an RIA or broker/dealer: 3 years (Required)

License/Certification:

Series 65 (Preferred)
Securities Industry Essentials (Required)

Ability to Commute:

Tampa, FL 33606 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in clearwater fl

Operations & Client Service Associate

Client Success Associate

Senior Client Specialist

Executive Assistant & Client Operations Associate

Client Experience Associate

Client Associate

Senior Client Service Account Associate

Client Services Representative

Client Service Associate (Tampa, FL)

Client Delivery Associate

Registered Client Service Associate

Registered Client Service Associate (Clearwater, FL)

Associate Client Advocate

Client Success Associate

Client Services Associate

Client Services Representative - Commercial Lines

Wealth Management Client Associate

Client Services Associate

Client Accounting Services/Full Charge Bookkeeper

Securities Services -Client Solutions Project Coordinator - Associate

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