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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Showing 5 of 108+ Client Service Associate jobs
COMPANY OVERVIEW: Renova One unites 11 trusted companies under one brand, delivering seamless renovation and restoration solutions for multi-family, single-family, and commercial properties nationwide. With expertise in flooring, carpet cleaning, turnkey solutions, interior and exterior renovations, restoration, and design, we simplify projects while maintaining exceptional quality. Built on integrity, innovation, and strong partnerships, Renova One is more than a vendor—we’re a trusted partner committed to enriching spaces and creating lasting value.
JOB SUMMARY: The Client Service Specialist serves as a key point of contact for customers while supporting order fulfillment and purchasing activities. This role is responsible for coordinating customer orders, managing communication throughout the fulfillment process, assisting with material procurement, and working closely with vendors, warehouse teams, and operations staff to ensure exceptional service and on-time delivery.
Requirements:RESPONSIBILITIES & DUTIES:
- Accurately enter customer orders and coordinate fulfillment to ensure timely delivery and customer satisfaction
- Serve as a primary point of contact for customers regarding order status, product availability, scheduling, and service-related inquiries
- Collaborate with vendors, suppliers, warehouse teams, and operations staff to support order fulfillment and resolve delivery or inventory issues
- Assist with purchasing activities, including obtaining pricing, creating purchase orders, and coordinating material orders with approved suppliers
- Track order status and delivery timelines, communicating updates proactively to customers and internal stakeholders
- Maintain accurate records of customer orders, purchase orders, vendor communications, and fulfillment activities
- Coordinate with internal teams to ensure materials, products, and services are available to meet customer and project requirements
- Resolve order discrepancies, shipment delays, and customer concerns through collaboration with suppliers and operations teams
- Support inventory replenishment efforts by communicating material needs and assisting with stock monitoring activities
- Identify opportunities to improve customer satisfaction and order fulfillment processes
QUALIFICATIONS:
- At least 2 years of professional experience in a customer service or client support role
- Excellent verbal and written communication skills
- Strong problem-solving abilities and attention to detail
- Ability to multitask and manage competing priorities in a fast-paced environment
- Experience coordinating orders, tracking deliveries, or working with vendors and suppliers is preferred
- Knowledge of purchase order processes, inventory coordination, and order fulfillment workflows is a plus
- Proficiency in Microsoft Office and experience using CRM, ERP, purchasing, or customer service software
- Experience with RFMS is a plus
- High school diploma or equivalent required; associate’s degree preferred
OTHER:
- All offers of employment are contingent upon a background check
- Valid Driver's License is required
- Your information will be kept confidential according to EEO guidelines
#LI-CM1
COMPANY OVERVIEW: Renova One unites 11 trusted companies under one brand, delivering seamless renovation and restoration solutions for multi-family, single-family, and commercial properties nationwide. With expertise in flooring, carpet cleaning, turnkey solutions, interior and exterior renovations, restoration, and design, we simplify projects while maintaining exceptional quality. Built on integrity, innovation, and strong partnerships, Renova One is more than a vendor—we’re a trusted partner committed to enriching spaces and creating lasting value.
JOB SUMMARY: The Client Service Specialist serves as a key point of contact for customers while supporting order fulfillment and purchasing activities. This role is responsible for coordinating customer orders, managing communication throughout the fulfillment process, assisting with material procurement, and working closely with vendors, warehouse teams, and operations staff to ensure exceptional service and on-time delivery.
Requirements:RESPONSIBILITIES & DUTIES:
- Accurately enter customer orders and coordinate fulfillment to ensure timely delivery and customer satisfaction
- Serve as a primary point of contact for customers regarding order status, product availability, scheduling, and service-related inquiries
- Collaborate with vendors, suppliers, warehouse teams, and operations staff to support order fulfillment and resolve delivery or inventory issues
- Assist with purchasing activities, including obtaining pricing, creating purchase orders, and coordinating material orders with approved suppliers
- Track order status and delivery timelines, communicating updates proactively to customers and internal stakeholders
- Maintain accurate records of customer orders, purchase orders, vendor communications, and fulfillment activities
- Coordinate with internal teams to ensure materials, products, and services are available to meet customer and project requirements
- Resolve order discrepancies, shipment delays, and customer concerns through collaboration with suppliers and operations teams
- Support inventory replenishment efforts by communicating material needs and assisting with stock monitoring activities
- Identify opportunities to improve customer satisfaction and order fulfillment processes
QUALIFICATIONS:
- At least 2 years of professional experience in a customer service or client support role
- Excellent verbal and written communication skills
- Strong problem-solving abilities and attention to detail
- Ability to multitask and manage competing priorities in a fast-paced environment
- Experience coordinating orders, tracking deliveries, or working with vendors and suppliers is preferred
- Knowledge of purchase order processes, inventory coordination, and order fulfillment workflows is a plus
- Proficiency in Microsoft Office and experience using CRM, ERP, purchasing, or customer service software
- Experience with RFMS is a plus
- High school diploma or equivalent required; associate’s degree preferred
OTHER:
- All offers of employment are contingent upon a background check
- Valid Driver's License is required
- Your information will be kept confidential according to EEO guidelines
#LI-CM1
See All 108+ Client Service Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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
- Raymond James7
- Gallagher6
- JPMorganChase6
- Morgan Stanley6
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Consulting & Professional Services
- Insurance
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, Raymond James, and Gallagher, based on current listings on Migrate Mate as of September 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, Miami, and Jacksonville 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 36% of client service associate openings tied to Florida are remote or hybrid as of September 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 108+ Client Service Associate Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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