Client Service Associate Jobs in Tampa, FL
Client Service Associate jobs in Tampa are concentrated in the Westshore Business District, Downtown Tampa, and the Channelside and Harbour Island corridors, with strong demand across financial services, wealth management, and healthcare. Employers actively hiring include JPMorganChase, Citi, and Truist. Find a role that fits below and apply directly.
Find Client Service Associate JobsOverview
Showing 5 of 99+ Client Service Associate jobs
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope:
Essential Job Functions:
- Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
- Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Actively participate in morning huddles.
- May open new accounts, as needed and with documented approval of management.
- Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
- Actively promote teamwork, leading by example and taking initiative to assist others.
- Demonstrate effective organizational and time management skills.
- Provide backup and assistance to other retail banking locations, as requested.
- Model and champion the Bank’s standards for exceptional customer service.
- Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
- Enthusiastically support the bank’s values and mission.
- Display a high degree of integrity, trustworthiness, and professionalism at all times.
- Complete all essential training timely.
- Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
- Maintain consistent, good punctuality and attendance to work.
- Adhere to all Bank policies, procedures, and guidelines
Knowledge, Skills & Abilities:
- Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
- Knowledge of bank policies and procedures
- Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
- Ability to communicate effectively both verbally and in writing
- Ability to demonstrate team player approach, capable of thriving in a continually changing environment
- Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
- Ability to work without close supervision
- Ability to maintain confidentiality
- Ability to follow policy and procedure including safety and security procedures
- Ability to travel to other work locations (e.g., training, staffing shortages), as needed
- Skill in using computer and Microsoft Office applications necessary to perform essential job functions
Basic Qualifications:
- High school diploma or equivalent required; bachelor’s degree preferred
- 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
- Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
- Cash handling experience preferred
Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope:
Essential Job Functions:
- Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
- Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Actively participate in morning huddles.
- May open new accounts, as needed and with documented approval of management.
- Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
- Actively promote teamwork, leading by example and taking initiative to assist others.
- Demonstrate effective organizational and time management skills.
- Provide backup and assistance to other retail banking locations, as requested.
- Model and champion the Bank’s standards for exceptional customer service.
- Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
- Enthusiastically support the bank’s values and mission.
- Display a high degree of integrity, trustworthiness, and professionalism at all times.
- Complete all essential training timely.
- Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
- Maintain consistent, good punctuality and attendance to work.
- Adhere to all Bank policies, procedures, and guidelines
Knowledge, Skills & Abilities:
- Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
- Knowledge of bank policies and procedures
- Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
- Ability to communicate effectively both verbally and in writing
- Ability to demonstrate team player approach, capable of thriving in a continually changing environment
- Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
- Ability to work without close supervision
- Ability to maintain confidentiality
- Ability to follow policy and procedure including safety and security procedures
- Ability to travel to other work locations (e.g., training, staffing shortages), as needed
- Skill in using computer and Microsoft Office applications necessary to perform essential job functions
Basic Qualifications:
- High school diploma or equivalent required; bachelor’s degree preferred
- 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
- Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
- Cash handling experience preferred
Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
See All 99 Client Service Associate Jobs in Tampa
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Find Client Service Associate JobsClient Service Associate Job Market in Tampa
Who's Hiring
- JPMorganChase20
- Citi10
- Truist10
- MetLife10
- Bank OZK10
Top Industries Hiring
- Banking & Financial Services20
- Investment & Asset Management20
- Fintech10
- Insurance10
- Technology & Software10
Client Service Associate Jobs in Tampa: Frequently Asked Questions
How do I get a client service associate job in Tampa?
The strongest hiring is inside Tampa's Westshore and Downtown financial services corridor, where wealth management firms, insurance companies, and regional banks consistently post openings. Candidates who come in with brokerage or banking operations exposure move to the front of the line. Familiarity with CRM platforms and a background in high-volume client communication are the practical differentiators Tampa hiring managers ask about most.
Which companies hire client service associates in Tampa?
Tampa client service associate roles are posted by JPMorganChase, Citi, and Truist and others right now, based on current listings on Migrate Mate as of August 2026. Tampa's mix of regional bank headquarters, insurance carriers, and independent wealth advisory firms means openings spread across employer sizes, from large national firms with local offices to boutique practices based in Westshore.
Are there remote client service associate jobs in Tampa?
Yes, though availability depends on the role type. Client-facing positions at Tampa's bank branches and advisory offices are almost always on-site, while back-office support and account servicing roles lean more flexible. About 25% of client service associate openings tied to Tampa are remote or hybrid as of August 2026, with the remote share concentrated in insurance and fintech operations roles rather than branch-based positions.
How can I get a client service associate job in Tampa with little or no experience?
The most realistic entry path in Tampa is through retail banking or insurance customer service, where regional banks and carriers routinely hire candidates without prior financial industry experience and train on the job. Tampa's large healthcare and medical administration sector is another accessible on-ramp. Roles like client services coordinator or account services representative at mid-size firms in Westshore are commonly posted as entry-level and promote from within.
Which industries hire the most client service associates in Tampa?
The sectors hiring the most client service associates in Tampa are Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of August 2026. Tampa's position as a regional hub for financial services operations, a growing insurance market, and a large healthcare provider network makes these sectors the dominant and most consistent sources of local openings.
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See All 99 Client Service Associate Jobs in Tampa
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