Client Relationship Manager Jobs in Florida
Client Relationship Manager jobs in Florida are in strong demand, with active hiring concentrated in financial services, healthcare, technology, and commercial real estate, and openings running from entry-level associate roles through senior director positions. Miami, Tampa, and Orlando anchor most of the hiring, where major employers like JPMorgan Chase, Citigroup, and AdventHealth maintain large client-facing operations. The most sought-after specialties in Florida are wealth management relationship management, B2B account management in SaaS and technology, and healthcare client services. Find a role that fits below and apply directly.
Find JobsOverview
Showing 4 of 24+ Client Relationship Manager jobs
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast — and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.
Your Impact
- Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest
- Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries
- Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done
- Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Keep CRM and client records clean and current, and spot issues or opportunities before they become fires
The Ideal Match
- 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
- Seriously organized and self-directed — you own the details and get things done without being chased
- A warm, professional communicator who's comfortable welcoming clients in person and representing the advisor
- Comfortable in CRMs and custodial platforms, and quick to pick up new tech
- Able to work on-site in our Destin, FL office
Bonus Points
- SIE, Series 65/66, or other industry licenses (or the drive to earn them)
- Hands-on experience with account transfers, money movement, or portfolio rebalancing
- Roots in the Emerald Coast community
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast — and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.
Your Impact
- Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest
- Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries
- Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done
- Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Keep CRM and client records clean and current, and spot issues or opportunities before they become fires
The Ideal Match
- 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
- Seriously organized and self-directed — you own the details and get things done without being chased
- A warm, professional communicator who's comfortable welcoming clients in person and representing the advisor
- Comfortable in CRMs and custodial platforms, and quick to pick up new tech
- Able to work on-site in our Destin, FL office
Bonus Points
- SIE, Series 65/66, or other industry licenses (or the drive to earn them)
- Hands-on experience with account transfers, money movement, or portfolio rebalancing
- Roots in the Emerald Coast community
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
See All 24 Client Relationship Manager Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find JobsClient Relationship Manager Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Client Relationship Manager Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Florida Employers Look For
The qualifications that appear most often in client relationship manager jobs across Florida.
- Bachelor's degree in business, finance, marketing, or a related field required
- Three or more years of client-facing account management or relationship management experience
- Demonstrated ability to retain and grow revenue within an assigned client portfolio
- Proficiency with CRM platforms such as Salesforce or HubSpot to manage pipelines
- Strong written and verbal communication skills for executive-level client interactions
- Experience coordinating cross-functional teams to deliver on client service commitments
Client Relationship Manager Jobs in Florida: Frequently Asked Questions
How do you become a client relationship manager in Florida?
Most client relationship manager roles in Florida require a bachelor's degree in business, finance, marketing, or a related field, with no state-issued license needed for the general role. However, those working in financial services are often expected to hold FINRA Series 7 or Series 66 licenses, which require employer sponsorship and an exam. In insurance-adjacent roles, the Florida Department of Financial Services licenses apply. Building a portfolio of client retention results and CRM experience strengthens candidacy significantly.
Which companies hire client relationship managers in Florida?
Employers hiring client relationship managers in Florida right now include JPMorganChase, First Horizon Bank, and Charles Schwab, based on current listings on Migrate Mate as of October 2026. Florida's concentration of financial institutions, healthcare systems, and enterprise technology firms means hiring remains broad and consistent across multiple industries throughout the year.
Which Florida cities have the most client relationship manager jobs?
Orlando, Tampa, and Miami have the most client relationship manager openings in Florida. Miami leads because of its dense concentration of multinational banks, wealth management firms, and Latin American business operations, while Tampa's growing fintech and healthcare sectors drive strong demand, and Orlando's hospitality, healthcare, and technology industries add consistent volume across client services roles.
Are there remote client relationship manager jobs in Florida?
Yes, and more than most fields. About 55% of client relationship manager openings tied to Florida are remote or hybrid as of October 2026, reflecting how much of the work involves calls, digital communication, and CRM activity rather than in-person site visits. Account management roles in SaaS, technology, and financial services tend to offer the most remote flexibility, while roles in healthcare client services typically remain on-site or hybrid.
How can I get hired as a client relationship manager in Florida with little or no experience?
The most realistic entry path is starting in a customer success coordinator or inside sales associate role, where Florida employers like large healthcare systems, regional banks, and enterprise software companies routinely hire candidates without deep experience. AdventHealth and BayCare often hire client services associates for healthcare account roles, while fintech firms in Tampa onboard junior relationship associates into structured training programs. Earning a Salesforce Administrator credential or completing a HubSpot certification gives Florida candidates a measurable edge when competing for associate-level openings.
Where can I find and apply to client relationship manager jobs in Florida?
You can find and apply to client relationship manager jobs in Florida on Migrate Mate, which lists current Florida openings across industries and metros. Find the roles that fit your experience and location, then apply directly to each one.
See All 24 Client Relationship Manager Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Jobs