Top 367 Client services associate Jobs in Florida

Client Services Associate
Rose International —Jacksonville, FL
- $40 - $45 an hour
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
2d
Client Services Associate I
Amerantbank —Miramar, FL
- Spanish
- English
- Office
Quick Apply
14d
Associate, Client Due Diligence Quality Checker
Cantor Fitzgerald —Jacksonville, FL
- Full-time
- Mid-level
Client Service Associate – Immediate Start
Pacific Rise Co —Hollywood, FL
- $19 - $29 an hour
- Urgently hiring
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
12d
Client Service Associate
Care Options for Kids —Tampa, FL
- $21 - $24 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate, Client Processing Representative I - Global Clearing Ops
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
8d
Associate, Client Processing I
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
3d
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Client Service Associate
Rea Financial —Orlando, FL
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Client Advisor (Full-Time)
CH Carolina Herrera —Boca Raton, FL
- $20 an hour
- 8 hour shift
- Bilingual
- Spanish
- Sales
- Health insurance
- Dental insurance
Quick Apply
9d
Wealth Management Client Service Associate
Ciccarelli Advisory Services Inc. —Naples, FL
- From $55,000 a year
- Full-time
- Mid-level
- Office
- Children
- Profit sharing
- Health insurance
Quick Apply
7d
Senior Client Services Associate
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
7d
Client Service Specialist/Practice Manager
Ameriprise Financial —Jacksonville, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
9d
Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Naples, FL
- From $18 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Health insurance
- Dental insurance
Quick Apply
14d
Client Support Associate
Confidential —Valrico, FL
- $875 - $1,225 a week
- Full-time
- Background check
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
10d
Client Technologies Technician
Cook Systems —Tallahassee, FL
- Experience equivalent to degree accepted
- Associate's degree
- Entry level
- Health insurance
- Dental insurance
8d
Client Relations Associate
Gold Level Marketing —Lakewood Ranch, FL
- $50,054.82 - $60,281.07 a year
- Full-time
- Background check
- In-person
- Leadership
- Employee assistance program
- Employee discount
Quick Apply
2d
Client Service Representative
US Federal Contractor Registration —Clearwater, FL
- $18 - $20 an hour
- Full-time
- Background check
- Spanish
- Google Workspace
- Health savings account
- Health insurance
Quick Apply
2d
International Investment Counselor (US Based) - UK Clients
Fisher Investments —Tampa, FL
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
13d

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Client Services Associate

Rose International -
Jacksonville, FL

Quick Apply

Job Details

Temp-to-hire
$40 - $45 an hour
2 days ago

Qualifications

Customer communication
Customer relationship building
Managing clients in a customer support role
Series 7
Bachelor's degree
Anti-Money Laundering (AML) compliance (compliance procedures implemented)
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry
Series 63

Full Job Description

Date Posted: 07/21/2026

Hiring Organization: Rose International

Position Number: 504441

Industry: Financial Services

Job Title: Client Services Associate

Job Location: Jacksonville, FL, USA, 32258

Work Model: Hybrid

Work Model Details: Hybrid -3 days onsite and 2 days remote

Employment Type: Temp to Hire

FT/PT: Full-Time

Estimated Duration (In months): 9

Min Hourly Rate($): 40.00

Max Hourly Rate($): 45.00

Must Have Skills/Attributes: Anti Money Laundering (AML), Client services, Communications

Experience Desired: Servicing and Supporting our investment and/or Banking clients (5 yrs); Articulate the value proposition for our Private Client and digital program (5 yrs)

Required Minimum Education: Bachelor’s Degree

Preferred Education: Master’s Degree

Required Certifications/Licenses: Active Series 7 & Series 66 (combo of 63 and 65) licenses

**C2C is not available**

Job Description

Required Education:

Bachelor’s/University degree

Preferred Education:

Master’s/University degree

Required licenses

Active Series 7 & Series 66 (combo of 63 and 65) licenses

Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)

o THEY CANNOT HAVE A LAPSE OF TWO YEARS FROM PREVIOUSLY WORKING AT A FINANCIAL INSTITUATION THAT HELD THEIR LICENSE…AS THIS WOULD CAUSE THE LICENSE TO EXPIRE

Required Experience and Skills:

Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.

Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.

Excellent verbal and written communication skills. Ability to communicate at a professional level.

Capable of working independently within established procedures and make decisions without manager approval.

Able to perform multiple functions with a high degree of accuracy.

Ability to support a diverse array of products and services.

Preferred Experience and Skills:

Relevant experience in Customer Service with emphasis in investments or investment-related products preferred.

Basic understanding of investment and financial planning strategies preferred.

Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.

Responsibilities:

Fully accountable for servicing and supporting our investment and/or Banking clients.

Able to clearly articulate business value proposition, matching clients with the correct set of products and services.

Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.

Confidently articulate the value proposition for our Private Client and digital programs available.

Directly responsible for providing timely responses to client service requests, received via telephone or email.

Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.

Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.

Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure that KYC/AML and other compliance norms are strictly adhered to

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

#CT1

**Only those lawfully authorized to work in the designated country associated with the position will be considered.**

**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

About Rose

Founded in 1993
Office Locations Across the U.S.
150+ Clients: Corporations and Government Agencies
Employee Oriented Company
Challenging Assignments Across the U.S.
Continuous Professional Development

Work Location: Hybrid remote in Jacksonville, FL 32258

Quick Apply

Refine Your Search

client services associate jobs in florida

Client Services Associate

Client Services Associate I

Associate, Client Due Diligence Quality Checker

Client Service Associate – Immediate Start

Client Service Associate

Associate, Client Processing Representative I - Global Clearing Ops

Associate Client Advisor

Associate, Client Processing I

Wealth Management Client Associate

Client Service Associate

Client Advisor (Full-Time)

Wealth Management Client Service Associate

Senior Client Services Associate

Client Service Specialist/Practice Manager

Client Advisor (Full Time Sales Associate)

Client Support Associate

Client Technologies Technician

Client Relations Associate

Client Service Representative

International Investment Counselor (US Based) - UK Clients

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