Client Service Analyst Jobs in Florida
Client Service Analyst jobs in Florida are concentrated in financial services, insurance, healthcare administration, and wealth management, with openings at every level from entry-level associates to senior client relations specialists. Miami, Tampa, and Orlando account for the largest share of postings, anchored by employers like Raymond James, Fidelity Investments, and Cigna, all of which maintain significant Florida operations. The most in-demand specialties are investment operations support, benefits administration, and relationship management for high-net-worth or institutional clients. Find a role that fits below and apply directly.
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The Client Pricing Analyst will support the deal proposal development process by liaising with the Client Relations Specialist with reviewing and developing accounting distributions for new account requests and change requests. The accounting distribution consists of reviewing rate structures for different product offerings and determining the correct financial set up of each product. While not specifically an accounting role, understanding of numbers is important. This role will be responsible for determining changes needed to new accounts and changes to existing accounts as well as properly documenting the setup of each product. Collaboration with other departments, including but not limited to Product Development & Pricing, Finance & Accounting, is crucial to ensure the correct and timely setup of deals. The role will be also responsible for creating and reviewing rate cards distributed to clients. In addition, the role will be responsible for reviewing production data to ensure the accuracy of data compared to the accounting distributions developed.
Essential Duties and Responsibilities
- Build relationships and collaborate with internal departments, and senior management.
- Work with Client Relations Specialist to review and analyze deal proposal requests to determine the proper course of action for deal setup, identify exceptions requiring approval, as well as potential agreement impact.
- Understand and execute schedules for the F&I distribution of monies across all stakeholders.
- Ensure legal agreements are in line with accounting distribution and consult with Client Relations Specialist to coordinate any required customization.
- Review executed agreements, determine if changes are required for correct setup of the deal, and complete follow-up tasks required to correct, clarify, or research issues.
- Initiate the accounting distribution process for all teams within the process flow.
- Manage large sets of data involving F&I accounting distributions and document new and modified deal setups.
- Ability to analyze numbers across dealer setups and identify inaccuracies.
- Accurately prepare product rate cards to share with dealer partners.
- Liaise with TWS’ partners to ensure accurate completion of deal setups.
- Prepare use cases for the testing team to carry out and ensure accuracy of setups.
- Collaborate with teammates to ensure department processes, procedures and guidelines are kept up to date and accurate.
- Identify areas for improvement, actively participate in and support new processes that are introduced, providing valuable feedback to ensure the success of initiatives.
- Create or amend operating procedures, and develop/maintain process flow diagrams for inter-departmental change initiatives
- Develop and produce key management reports to improve efficiencies, minimize risk and maintain compliance
- Review and store all documentation, correspondence and rate information in a designation location as instructed by company policy
- Other Duties as assigned
- Bachelor’s Degree in business, mathematics, accounting, or related field
- 3 years’ experience working in similar role
- Mathematically competent & demonstrated accounting sense required
- Ability to work under pressure, manage multiple tasks and meet deadlines while maintaining a high degree of accuracy
- Experience with database systems required
- Must thrive in a fast-paced environment and be able to work independently and as a member of a team
- Ability to work under minimal supervision
- Ability to use a continuous improvement approach to develop and enhance policies, procedures, and business initiatives
- Must type at least 40 wpm
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skill
- Excellent Microsoft Office (advanced Excel required, Word, Power Point, Outlook)
The Client Pricing Analyst will support the deal proposal development process by liaising with the Client Relations Specialist with reviewing and developing accounting distributions for new account requests and change requests. The accounting distribution consists of reviewing rate structures for different product offerings and determining the correct financial set up of each product. While not specifically an accounting role, understanding of numbers is important. This role will be responsible for determining changes needed to new accounts and changes to existing accounts as well as properly documenting the setup of each product. Collaboration with other departments, including but not limited to Product Development & Pricing, Finance & Accounting, is crucial to ensure the correct and timely setup of deals. The role will be also responsible for creating and reviewing rate cards distributed to clients. In addition, the role will be responsible for reviewing production data to ensure the accuracy of data compared to the accounting distributions developed.
Essential Duties and Responsibilities
- Build relationships and collaborate with internal departments, and senior management.
- Work with Client Relations Specialist to review and analyze deal proposal requests to determine the proper course of action for deal setup, identify exceptions requiring approval, as well as potential agreement impact.
- Understand and execute schedules for the F&I distribution of monies across all stakeholders.
- Ensure legal agreements are in line with accounting distribution and consult with Client Relations Specialist to coordinate any required customization.
- Review executed agreements, determine if changes are required for correct setup of the deal, and complete follow-up tasks required to correct, clarify, or research issues.
- Initiate the accounting distribution process for all teams within the process flow.
- Manage large sets of data involving F&I accounting distributions and document new and modified deal setups.
- Ability to analyze numbers across dealer setups and identify inaccuracies.
- Accurately prepare product rate cards to share with dealer partners.
- Liaise with TWS’ partners to ensure accurate completion of deal setups.
- Prepare use cases for the testing team to carry out and ensure accuracy of setups.
- Collaborate with teammates to ensure department processes, procedures and guidelines are kept up to date and accurate.
- Identify areas for improvement, actively participate in and support new processes that are introduced, providing valuable feedback to ensure the success of initiatives.
- Create or amend operating procedures, and develop/maintain process flow diagrams for inter-departmental change initiatives
- Develop and produce key management reports to improve efficiencies, minimize risk and maintain compliance
- Review and store all documentation, correspondence and rate information in a designation location as instructed by company policy
- Other Duties as assigned
- Bachelor’s Degree in business, mathematics, accounting, or related field
- 3 years’ experience working in similar role
- Mathematically competent & demonstrated accounting sense required
- Ability to work under pressure, manage multiple tasks and meet deadlines while maintaining a high degree of accuracy
- Experience with database systems required
- Must thrive in a fast-paced environment and be able to work independently and as a member of a team
- Ability to work under minimal supervision
- Ability to use a continuous improvement approach to develop and enhance policies, procedures, and business initiatives
- Must type at least 40 wpm
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skill
- Excellent Microsoft Office (advanced Excel required, Word, Power Point, Outlook)
See All 12 Client Service Analyst Jobs in Florida
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Find Client Service Analyst JobsClient Service Analyst Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Client Service Analyst Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
What Florida Employers Look For
The qualifications that appear most often in client service analyst jobs across Florida.
- Bachelor's degree in business, finance, or a related field
- Two or more years of client-facing or account management experience
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong written and verbal communication skills for client correspondence
- Ability to analyze account data and prepare clear client-facing reports
- Experience coordinating across internal teams to resolve client issues promptly
Client Service Analyst Jobs in Florida: Frequently Asked Questions
How do you become a client service analyst in Florida?
Most Florida employers require a bachelor's degree in business, finance, accounting, or a related field as the baseline for a client service analyst role. No state-issued license is required for the general analyst title, but roles within registered investment advisers or broker-dealers may require FINRA Series 7 or Series 63 registration, which is administered federally and recognized in Florida. Building proficiency in CRM tools and financial platforms alongside that credential strengthens candidacy significantly.
Which companies hire client service analysts in Florida?
Companies currently hiring client service analysts in Florida include Akerman LLP, BNY, and Citi, per current listings on Migrate Mate as of August 2026. Florida's density of regional banks, insurance carriers, and independent wealth management firms means steady demand well beyond the nationally recognized names.
Which Florida cities have the most client service analyst jobs?
Miami, Boca Raton, and Tampa have the highest concentration of client service analyst openings in Florida. Miami drives volume through its financial services and international banking sector, Tampa's mix of insurance, healthcare, and finance headquarters produces consistent demand, and Orlando's growing corporate presence in technology services and healthcare administration rounds out the distribution.
Are there remote client service analyst jobs in Florida?
Yes, and more than most fields, since much of the work involves communication, data review, and platform-based coordination that translates well to remote environments. About 100% of client service analyst openings tied to Florida are remote or hybrid as of August 2026, reflecting how desk-oriented the role is by nature. Portfolio and relationship management tasks tend to be the most remote-compatible, while onboarding-heavy or high-touch institutional roles more often require in-office presence.
How can I get hired as a client service analyst in Florida with little or no experience?
The most realistic entry path is a client services coordinator or account support associate role at a Florida-based financial services firm or insurance company, where you learn internal systems and client workflows before moving into the analyst title. Large Florida employers like Raymond James and Cigna run structured associate programs for recent graduates. A FINRA Series 63 registration or a Salesforce administrator certificate gives applicants without direct experience a concrete edge, and lateral moves from banking teller, insurance claims, or operations coordinator roles are common at regional Florida institutions.
Where can I find and apply to client service analyst jobs in Florida?
You can find and apply to client service analyst jobs in Florida on Migrate Mate, which lists current Florida openings across financial services, insurance, healthcare, and related industries. Find roles that fit your experience and location and apply directly to the employer.
See All 12 Client Service Analyst Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Client Service Analyst Jobs