Top 79 client services associate Jobs in orlando, fl

Financial Advisor Associate / Client Service Advisor
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Service Associate - Wealth Management
Better Talent —Maitland, FL
- $60,000 - $70,000 a year
- Office
- Finance
- Bachelor's degree
- Dental insurance
- Paid time off
Quick Apply
10d
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
Fidelity Investments —Orlando, FL
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Bilingual Client Support Specialist - English/Spanish
ADP —Maitland, FL
- Overtime
- Spanish
- Military
- Writing skills
- Paid time off
- Benefits from day one
23h
Client Services Associate
Care Options for Kids —Orlando, FL
- $22 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health insurance
- Dental insurance
Quick Apply
4d
Client Experience Associate
PNC Financial Services Group —Orlando, FL
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
Client Experience Coordinator
Acquisition.com —Orlando, FL
- $55,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- Communication skills
- Health savings account
- Paid holidays
Registered Client Service Associate
Morgan Stanley —Orlando, FL
- Part-time
- Writing skills
- Mid-level
- Office
Sales & Customer Service Associate
3D Barrier Bags inc —Orlando, FL
- $18 an hour
- Full-time
- Computer literacy
- Basic math
- Research
- Health insurance
- Dental insurance
Quick Apply
10d
IT Client Support Specialist III
University of Central Florida —Orlando, FL
- $56,030 - $68,637 a year
- Full-time
- Mid-level
- Windows
- High school diploma or GED
- Paid holidays
- Health insurance
5d
Strategic Account Manager (Pharma as Client)
AssistRx —Orlando, FL
- $103,640 - $161,938 a year
- Full-time
- Background check
- Research
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Client Support Specialist
ADP —Maitland, FL
- Overtime
- Spanish
- Military
- Writing skills
- Paid time off
- Benefits from day one
Client Advisor (Full-time), Emporio Armani
Emporio Armani —Orlando, FL
- $18 - $20 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Client Services Associate
BNY Mellon —Lake Mary, FL
- $24.80 - $31.00 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Organizational skills
- Health insurance
- Dental insurance
Advisor Development Program Client Associate
Bank of America —Orlando, FL
- Full-time
- Background check
- Computer literacy
- Writing skills
Client Account Manager
U.S. Bank National Association —Orlando, FL
- $55,760 - $65,600 a year
- Full-time
- Mid-level
- Office
- Project management
- Paid holidays
- Disability insurance
4d
Client Service Associate
GW&K Investment Management —Winter Park, FL
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Management Client Service Associate
Signature Wealth Advisors —Orlando, FL
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
Client Services Associate
Financial Legacy Advisors —Lake Mary, FL
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Client First Solutions
Truist Bank —Orlando, FL
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays

I want to receive the latest job alert for client services associate in orlando, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near orlando, fl

Client Associate jobs in Orlando, FL

Client Services Associate jobs in Orlando, FL

Client Manager jobs in Orlando, FL

Client Advisor jobs in Orlando, FL

Client Services Specialist jobs in Orlando, FL

Customer Service Representative jobs in Orlando, FL

Client Services Associate jobs in Winter Park, FL

Customer Experience Associate jobs in Orlando, FL

Client Services Associate jobs in Maitland, FL

Customer Experience Coordinator jobs in Orlando, FL

Behavioral Health Associate jobs in New York, Ny

Client Associate jobs in Columbia, Sc

Audit Associate jobs in Dallas, Tx

Client Associate jobs in Columbus, Ga

Client Associate jobs in Boston, Ma

Associate Therapist jobs in Monterey, Ca

Client Associate jobs in Orange County, Ca

Client Services Associate jobs in Mount Laurel, Nj

Client Services Associate jobs in Alpharetta, Ga

Children Hospital Environmental Services jobs in Boston, Ma

Financial Advisor Associate / Client Service Advisor

Group 10 Financial, LLC
Maitland, FL

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Gym membership
Professional development assistance
Life insurance

Qualifications

Financial planning
Teamwork
Customer service
Bachelor's degree
Organizational skills
Financial services
Life & Health Insurance License

Full Job Description

Group 10 Financial, LLC
Maitland, FL | Full-Time | In-Office

About Us

Group 10 Financial is a boutique wealth management firm in Maitland, FL helping retirees and pre-retirees navigate retirement income, investments, taxes, healthcare, and legacy planning.

We are hiring a full-time Associate Financial Advisor / Client Service Advisor to support our growing team.

This is an in-office career-track role for someone who:

enjoys helping clients
thrives in a structured environment
follows through consistently
communicates professionally
wants long-term growth in the financial industry

The Role

This is a career-track Associate Wealth Advisor role (about 70% client service / 30% growth) with a clear path to Wealth Advisor.

You’ll work closely with a Lead Advisor, support client relationships, and gradually take on more responsibility — including servicing clients, participating in growth initiatives, and developing into a future producer.

Work style:

100% in-office (Maitland, FL)
Client meetings via in-person and Zoom
Competitive base salary + performance bonus
Long-term growth opportunity

What You’ll Do

Support and service existing clients (RMDs, income planning, investment planning, distributions, legacy planning support, etc.)
Prepare for and follow up after client meetings
Lead client progress reviews (with support as needed)
Coordinate with custodians and financial institutions on account opening, transfers, and maintenance
Process service requests and paperwork accurately from start to finish
Maintain detailed client records in CRM and planning software
Communicate proactively with clients to ensure timely follow-through
Participate in team meetings, seminars, and educational events
Follow established processes and help improve workflows

Our Culture

We are a high-energy, team-first office that values:

professionalism
follow-through
positivity
accountability
growth mindset
taking care of people

We work hard, move quickly, and support each other like a team.

What We’re Looking For

Required:

Bachelor’s degree
1–3 years experience in financial services
Strong organization, communication, and follow-through
Client-service mindset and coachability
Comfortable in a structured, fast-paced environment

Licensing:

Florida Health & Life License (preferred)
Series 65 (preferred — or willingness to obtain within 3–6 months)

What’s In It For You

Competitive base salary (career-track range)
Performance-based bonus with upside
Health insurance + 401(k) with match (dental, vision, life insurance, HSA available)
PTO + all holidays off (including your birthday)
Gym membership
Professional development and mentorship
Team-oriented, high-standards culture with room to grow

Next Step — Short Intro Video

A short introductory video (approximately 3 minutes or less) is REQUIRED to be considered for this position.

Please submit your video along with your application to: [email protected] or upload securely by using our Secure File Upload link at the top of our website: https://group10financial.com/

In your video, briefly tell us:

who you are
why this role interests you
a little about your background
your future career goals

This does NOT need to be professionally produced, a phone or webcam recording is perfectly fine.

Applications submitted without the required intro video may not be considered.

This Role Is NOT a Fit If

You prefer remote or hybrid job settings.
You struggle with organization or follow-through
You are looking for a short-term position
You’re uncomfortable being coached or dislike structure and accountability
You are not a team-first contributor willing to step in where needed
You are uncomfortable working in a fast-paced office environment

Interested?

Turn in your Indeed Application. We review applications carefully and move quickly for the right fit. Send your intro video to [email protected] or by using our Secure File Upload link at the top of our website: https://group10financial.com/

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Are you willing to obtain your Series 65 license within 6 months if hired?

YES or NO

What specifically about this role and our company caught your attention?
Describe a role or experience where organization and follow-through were critical.
What are you doing currently and why are you interested in building a long-term career in financial services?
What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

A short introductory video (approximately 3 minutes or less) is REQUIRED to be considered for this position.

Please submit your video along with your application to:
[email protected]
or use our Secure File Upload link at the top of our website:
https://group10financial.com/

In your video, briefly tell us:

who you are
why this role interests you
a little about your background
your future career goals

This does NOT need to be professionally produced — a phone or webcam recording is perfectly fine.

Applications submitted without the required intro video may not be considered.

YES or NO

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

License/Certification:

Life & Health Insurance License (Preferred)
securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Ability to Commute:

Maitland, FL 32751 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in orlando, fl

Financial Advisor Associate / Client Service Advisor

Client Service Associate - Wealth Management

Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Bilingual Client Support Specialist - English/Spanish

Client Services Associate

Client Experience Associate

Client Experience Coordinator

Registered Client Service Associate

Sales & Customer Service Associate

IT Client Support Specialist III

Strategic Account Manager (Pharma as Client)

Client Support Specialist

Client Advisor (Full-time), Emporio Armani

Client Services Associate

Advisor Development Program Client Associate

Client Account Manager

Client Service Associate

Wealth Management Client Service Associate

Client Services Associate

Client First Solutions

I want to receive the latest job alert for client services associate in orlando, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected