Top 53 Client services associate Jobs in Winter Park Fl

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 Associate
Latus Wealth Management® —Longwood, FL
- $35,000 - $40,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Representative
Exzeo Group, Inc. —Orlando, FL
- $23 an hour
- Full-time
- Bilingual
- Business Administration
- Business
- Health savings account
- Disability insurance
Quick Apply
1d
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
10h
Client Support Specialist
ADP —Maitland, FL
- Overtime
- Spanish
- Military
- Writing skills
- Paid time off
- Benefits from day one
Client Services Representative
FlightSafety International —Orlando, FL
- Sales
- English
- Office
12d
Client Service Associate - Dec '25/May '26 Grads
ADP —Maitland, FL
- Full-time
- Analysis skills
- Bachelor's degree
- Organizational skills
- Paid time off
Client Service Associate
SPS North America —Lake Mary, FL
- Full-time
- Office
- High school diploma or GED
- Warehouse
- Health savings account
- Disability insurance
1d
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
2d
Client Care Associate
Helping Hands Veterinary Surgery & Dentistry of Florida —Orlando, FL
- Full-time
- Spanish
- Surgery
- English
- Health savings account
- Disability insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Winter Park, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Client Success Specialist II
Avant Staffing Associates LLC —Maitland, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
Quick Apply
13d
Associate, Client Processing II - Core Clearing Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
Fidelity Investments —Orlando, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
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
Associate Client Manager
Gallagher —Lake Mary, FL
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Bilingual Client Svc & Product Supt Specialist/Technical Support
ADP —Maitland, FL
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Paid time off
- Benefits from day one
Patient and Client Service Coordinator
Protean BioDiagnostics —Orlando, FL
- $16 - $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Registered Private Wealth Client Associate
Bank of America —Lake Mary, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills

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Client Service Associate

Rea Financial
Orlando, FL

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

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

Qualifications

Investment advisory support
Financial services customer support
Microsoft Excel
Account maintenance
Client services experience within financial services industry
Spreadsheets
Bachelor's degree
Attention to detail
Investment account customer support
Organizational skills
Productivity software
Account management

Full Job Description

Position Summary

Rea Financial is seeking a Client Service Associate who brings financial services experience, a high level of initiative, and is passionate about delivering exceptional service and creating meaningful client experiences. This individual will handle new client account setup, assist advisors with client service and operational responsibilities, and help ensure every client interaction reflects our commitment to helping clients Live Long and Finish Strong.

This is a seat for someone who is organized, detail-oriented, proactive, and eager to contribute. A team member who brings their experience to a growing team while continuing to develop their knowledge and expertise within the financial services industry.

Key Responsibilities

Client Service & Relationship Management

Serve as a key point of contact for client service requests, ensuring every interaction reflects Rea Financials’ commitment to helping clients live long and finish strong.
Respond to client inquiries with professionalism and urgency, maintaining consistent follow-up and proactive communication throughout every stage of the client relationship.
Monitor the status of pending business and client service requests, proactively following up with custodians, carriers, advisors, and clients to ensure timely completion.
Assist with resolving client service concerns and resolving issues promptly while keeping advisors informed.
Support account maintenance requests including beneficiary updates, distribution requests, and policy amendments with precision and follow-through.
Identify and escalate issues that could delay processing or impact the client experience.

Client Meeting Preparation & Follow-Up

Prepare all pre-meeting materials — reports, agendas, client summaries, and supporting documentation — so advisors walk into every meeting fully ready.
Attend client meetings as needed, capturing detailed notes and action items and ensuring every commitment is tracked and acted on.
Draft and send follow-up communications that summarize key decisions, next steps, and timelines — strengthening client confidence and reinforcing accountability.
Maintain an organized, proactive system for managing meeting prep and follow-up workflows across a growing book of relationships.

CRM & Documentation Management

Maintain accurate and complete client records in the firm's CRM, ensuring all interactions, transactions, and documents are stored correctly, consistently and securely.
Organize and maintain both electronic and physical client files in line with firm and compliance standards.
Produce and distribute weekly and monthly reports, including pending business summaries and production updates, to support team visibility and advisor planning.
Identify opportunities to improve efficiency and share recommendations with leadership.

Team Support & Process Development

Collaborate with advisors and team members to ensure client requests are completed accurately and on time.
Participate in team meetings and contribute ideas that enhance the client experience.
Follow established workflows and procedures while supporting continuous improvement efforts.
Assist with special projects and operational initiatives as assigned
Demonstrate professionalism, accountability, and a willingness to learn and grow within the organization.

Required Qualifications

Bachelor's degree in a related field or equivalent work history
Minimum 3-5 years of Experience processing new accounts, transfers, beneficiary changes, distributions, and other client service transactions preferred.
Proficiency with Schwab Advisor Platform
Ability to prioritize multiple responsibilities while maintaining accuracy, organization and follow through.
Working knowledge of new account processing, asset transfers, and custodial operations
Proficiency in Excel & Microsoft Office Suite
Experience supporting advisor teams and client service operations within a financial services environment.
Strong written and verbal communication skills — with the ability to communicate clearly and confidently with clients and team members alike.
A cover letter including why you believe you are the best fit for this role.
Familiarity with retirement planning concepts, annuities, and managed accounts.

Preferred Qualifications

Prior experience at a custodian, broker-dealer, or RIA in a client-facing or back-office operations role
Active securities and/or insurance licensing, or willingness to obtain

About Rea Financial

At Rea Financial, we're known for helping our clients realize their capacity to do great things — because we believe you can do more than you think, be more than you think, and that retirement is only the beginning. Built on a foundation of purpose, kindness, and follow-through, we serve kind-hearted, down-to-earth people in the Orlando market who want more than a portfolio — they want a plan that reflects what matters to them. Through The Purpose-Driven Retirement Plan™, we help clients live a full life with meaning, create a multigenerational impact greater than money, and finish strong in every sense of the word. If you’re someone who genuinely enjoys serving others, values attention to detail, embraces accountability, and wants to be a part of a team committed to helping clients live meaningful lives, you’ll feel right at home here.

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

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

Application Question(s):

Do you have experience working with Schwab Advisor Services?
Do you have at least one year of experience as a Client Service Associate (CSA) at a Registered Investment Advisor (RIA), rather than solely at a broker-dealer, bank, or insurance agency?

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in winter park fl

Client Service Associate

Client Associate

Client Service Representative

Client Services Associate

Client Support Specialist

Client Services Representative

Client Service Associate - Dec '25/May '26 Grads

Client Service Associate

Associate, Client Processing I

Client Care Associate

Registered Wealth Management Client Associate

Associate, Client Processing Representative I - Global Clearing Ops

Client Success Specialist II

Associate, Client Processing II - Core Clearing Client Processing

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

Client Advisor (Full-time), Emporio Armani

Associate Client Manager

Bilingual Client Svc & Product Supt Specialist/Technical Support

Patient and Client Service Coordinator

Registered Private Wealth Client Associate

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