Client Service Associate Jobs in Florida
Client Service Associate jobs in Florida are in high demand, with concentrated hiring in financial services, wealth management, and insurance across Miami, Tampa, and Orlando. Major employers with deep roots in the state include Raymond James, Fidelity Investments, and Wells Fargo, all of which maintain significant Florida operations and staff client service teams at every level from entry to senior. The most sought-after specialties are brokerage support, retirement account servicing, and high-net-worth client relations. Find a role that fits below and apply directly.
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At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
This position is full-time (40 hours/week) Monday - Friday. Employees are required to work our normal business hours of 8:00am-4:30pm EST. It may be necessary, given the business need, to work occasional overtime.
This role is office based in St. Petersburg, FL. Our office is located at 11399 16th Ct N St Petersburg, FL 33716.
Potential for up to 10% of travel.
Primary Responsibilities:
- Manages ongoing contract relationships and service delivery to clients for one or more accounts
- Acts as outward - facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts
- Builds relationships with employer / group clients (not individual members) and serves as the primary point of contact for overall and day - to - day service delivery
- Represents client internally and coordinates with other functions to implement client systems, complete projects, and address ongoing service needs
- Manages calendars, coordinate travel and prepare expense reports
- Prepares meeting materials and assists with the development of PowerPoint presentations
- Schedules and set - up resources and technology needed for meetings and events, e.g., conference rooms, catering, MS Teams, etc.
- Follows all policies and procedures related to job responsibilities and participating in the training of departmental policies and procedures, documentation, and tools for Account Management, as appropriate
- Establishes multiple corporate relationships, both within internal and external clients. Work with Assigned Account Executive and other team members on client renewals and new business
- Research, track, and manage member and claim inquiries, providing benefit education, conducting claim research, and escalating issues to the appropriate teams as needed
- Assists in the development of client specific implementation plans and managing overall client implementations, including but not limited to approval by the client of Plan Materials
- Assists in client training and set up for remote system access and reporting
- Participates in sales preparation meetings and finalist sales presentations as necessary; regularly attends and actively participates in company meetings as requested
- Escalates client concerns when appropriate in a clear and effective manner
- Leverage AI tools to improve efficiency and client service
What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:
- Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays
- Medical Plan options along with participation in a Health Spending Account or a Health Saving account
- Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
- 401(k) Savings Plan, Employee Stock Purchase Plan
- Education Reimbursement
- Employee Discounts
- Employee Assistance Program
- Employee Referral Bonus Program
- Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- High School Diploma/GED
- 2+ years of client account management experience
- 2+ years of claims processing or benefit management experience
- Intermediate level of proficiency with Microsoft Word (create and modify documents), Microsoft Excel (sort, filter, enter data, use basic formulas) and Microsoft PowerPoint (create and edit presentations)
- Ability to work onsite in 11399 16th Ct N St Petersburg, FL 33716
- Ability to work our normal business hours of 8:00am-4:30pm EST. It may be necessary, given the business need to work occasional overtime
Preferred Qualifications:
- 1+ years of claims processing experience
- Project management experience
- Advanced knowledge of healthcare industry, products and services, and the managed care environment
- Knowledge of internal processes and resources such as claims, eligibility, accounting, contract and underwriting
- Experience using Microsoft Teams
Soft Skills:
- Strong computer skills including word processing, database management and spreadsheet applications
- Superior customer service skills
- Strong verbal and written communication skills
- Strong organizational and project management skills
- Strong presentation skills
- Negotiation skills
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $24.00 to $43.00 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
#RPO, #RED
See All 114+ Client Service Associate Jobs in Florida
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Find Client Service Associate JobsClient Service Associate Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Client Service Associate Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- Banfield Pet Hospital16

- Morgan Stanley8

- Gallagher7

- JPMorganChase7

- Stifel6

Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
- Healthcare & Medical Services
- Consulting & Professional Services
What Florida Employers Look For
The qualifications that appear most often in client service associate jobs across Florida.
- FINRA Series 7 or Series 63 license, or willingness to obtain sponsorship from a registered broker-dealer
- One to three years of experience in financial services, banking, or brokerage client support
- Proficiency in CRM platforms such as Salesforce or Fidelity WealthCentral
- Strong written and verbal communication skills for managing high-volume client inquiries
- Ability to interpret account statements, trade confirmations, and financial product details accurately
- Bachelor's degree in finance, business, or a related field preferred by most Florida employers
Client Service Associate Jobs in Florida: Frequently Asked Questions
How do you become a client service associate in Florida?
Most client service associate roles in Florida's financial services sector require or quickly lead to obtaining a FINRA Series 7 and Series 63 license, both administered through FINRA and requiring employer sponsorship from a registered broker-dealer. Candidates typically hold a bachelor's degree in finance or business, though strong relevant experience can substitute. Florida's dense concentration of wealth management and brokerage firms means entry-level candidates often start in operations or client support roles and earn licenses on the job.
Which companies hire client service associates in Florida?
Employers hiring client service associates in Florida right now include Banfield Pet Hospital, Morgan Stanley, and Gallagher, based on current listings on Migrate Mate as of November 2026. Florida's large base of retirees and high-net-worth residents makes the state a consistent hiring market for brokerage and wealth management firms with permanent regional offices.
Which Florida cities have the most client service associate jobs?
Tampa, Jacksonville, and Miami lead Florida for client service associate openings. Miami anchors hiring through its international banking and private wealth sector, Tampa draws volume from Raymond James and several large insurance carriers headquartered there, and Orlando's growth in financial and corporate services has expanded demand well beyond its tourism economy.
Are there remote client service associate jobs in Florida?
Yes, and more than many financial roles, since much of the work involves phone and digital client communication rather than in-person meetings. About 32% of client service associate openings tied to Florida are remote or hybrid as of November 2026, reflecting the industry's shift toward distributed service teams. Retirement account servicing and back-office client support positions are the most consistently remote-eligible sub-areas.
How can I get hired as a client service associate in Florida with little or no experience?
The most realistic entry path is a client service coordinator or operations associate role at a Florida-based brokerage or bank branch, where FINRA licensing is earned on the job with employer sponsorship. Large Florida employers such as Raymond James and Fidelity run structured new-hire programs that pair unlicensed candidates with seasoned associates during a licensing period. Candidates coming from bank teller, insurance customer service, or retail banking roles transition most easily, and holding even a Florida Property and Casualty license signals financial services familiarity that helps early applications stand out.
Where can I find and apply to client service associate jobs in Florida?
You can find and apply to client service associate jobs in Florida on Migrate Mate, which lists current Florida openings across financial services, banking, insurance, and wealth management. Find roles that fit your experience and location and apply directly to each employer.
See All 114+ Client Service Associate Jobs in Florida
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