Top 80 Client associate Jobs in Palm Bay, Fl

Client Service Associate
Edelman Financial Engines, LLC —Melbourne, FL
- $50,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Registered Client Service Associate (Melbourne, FL)
Raymond James Financial, Inc. —Melbourne, FL
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Front Desk Associate/Data Entry Clerk
RE/MAX Elite —Palm Bay, FL
- $15 - $16 an hour
- Full-time
- Background check
- Microsoft Outlook
- Computer literacy
- Paid time off
Quick Apply
7d
Wealth Management Client Associate
Bank of America —Rockledge, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Liquid Product Packaging Specialist
IMPAK Corporation —Sebastian, FL
- From $72,800 a year
- Full-time
- Marketing
- Engineering
- English
- Paid time off
- 401(k) matching
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8d
Membership Sales Associate
Hand and Stone - Melbourne / Suntree —Melbourne, FL
- $14 - $17 an hour
- Part-time
- Sales
- Customer service
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Kubicki Draper —Florida
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Writing skills
- Health insurance
- Paid time off
Quick Apply
Associate Attorney
Guardian —Florida
- $65,000 - $75,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Electrical Technical Support Specialist
Matthews International Corporation —Florida
- $18 - $25 an hour
- Overtime
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Sales & Customer Service Associate
Massage Envy —West Melbourne, FL
- $14.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Math
- Computer skills
- Wellness program
- Disability insurance
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Retail Merchandising Associate WEST MELBOURNE FL
SRS Merchandising —West Melbourne, FL
- $15 - $18 an hour
- Part-time
- Merchandising
- Mid-level
- Assembly
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1d
Seasonal Sales Associate
Lilly Pulitzer —Melbourne, FL
- Part-time
- In-person
- Entry level
- Retail sales
- Employee discount
Quick Apply
11d
Account Executive
Space Coast Vacation Rentals —Melbourne Beach, FL
- $35,000 - $500,000 a year
- Temporary
- Remote
- Microsoft Outlook
- Writing skills
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
5d
Sales Associate
White House Black Market —Melbourne, FL
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Sales Associate (Budtender) - Part Time - Florida
Planet 13 —Palm Bay, FL
- $16 an hour
- Part-time
- Background check
- Clean driving record
- High school diploma or GED
- 401(k)
- Employee discount
Quick Apply
12d
Sales Associate
J. McLaughlin —Melbourne, FL
- Part-time
- High school diploma or GED
- Cash register
- Communication skills
Quick Apply
Tax Associate
H&R Block —Palm Bay, FL
- Weekends as needed
- Office
- Finance
- High school diploma or GED
2d
New Home Sales Associate (Agent)
A. Duda & Sons Inc. —Viera, FL
- Weekends as needed
- Customer service
- Real Estate License
- Bachelor's degree
Quick Apply
Front Desk Associate
Resorts Jobs —Cocoa Beach, FL
- Communication skills
- Entry level
- Time management
Quick Apply
Front Desk Sales Associate
Massage Envy —Melbourne, FL
- $14 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply

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Client Service Associate

Edelman Financial Engines, LLC
Melbourne, FL

Quick Apply

Job Details

$50,000 - $65,000 a year

Qualifications

Customer communication
Financial markets knowledge

Full Job Description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.

We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!

Responsibilities:

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
Supervise client account activity, researching and resolving issues
Prepare and review all new account paperwork to ensure documents are complete and in good order
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
Document key client achievements and other relevant data into systems that will assist in future client interactions
Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented

Requirements:

Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
Bachelor's degree or equivalent experience preferred
Good understanding of finance and investment markets/securities
Critical thinking, attention to detail, and multi-tasking skills required
Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.
Position requires a high level of confidentiality

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,000 - $65,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance. Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of September 30, 2025

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Refine Your Search

client associate jobs in palm bay, fl

Client Service Associate

Registered Client Service Associate (Melbourne, FL)

Front Desk Associate/Data Entry Clerk

Wealth Management Client Associate

Liquid Product Packaging Specialist

Membership Sales Associate

Associate Attorney

Associate Attorney

Electrical Technical Support Specialist

Sales & Customer Service Associate

Retail Merchandising Associate WEST MELBOURNE FL

Seasonal Sales Associate

Account Executive

Sales Associate

Sales Associate (Budtender) - Part Time - Florida

Sales Associate

Tax Associate

New Home Sales Associate (Agent)

Front Desk Associate

Front Desk Sales Associate

I want to receive the latest job alert for client associate in palm bay, fl

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