Client Specialist Jobs in Florida
Client Specialist jobs in Florida are in consistent demand, with strong hiring concentrated in financial services, healthcare administration, and insurance across Miami, Tampa, and Orlando. Established employers such as Raymond James, Cigna, and Wells Fargo maintain large Florida operations and regularly recruit client specialists at associate through senior levels. Relationship management, wealth services support, and benefits administration are the most sought-after specializations in the state right now. Find a role that fits below and apply directly.
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This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposals, presentations, and communication materials and coordinating the distribution of internal and external marketing information.
What You’ll Do:
Capture documentation to complete voucher forms and process Brokers commission payments.
Support Sales team members in the implementation of business strategies.
Perform client property tours, resolve client issues, and reply to client pricing inquiries.
Assist in the strategy and creation of marketing particular properties.
Serve as a point of contact for the sales team for information requests.
May source properties and/or clients by researching local and national databases. Track and report on replies and communications from sourcing activities.
Build and produce property marketing campaigns that include property information materials. This includes the design of flyers, property brochures, and proposals. Develop comparable market analyses and targeted mailing lists.
Maintain and update marketing database systems, intranet, and external website.
Collect and analyze data to identify and address sophisticated problems. May recommend new techniques.
Impact own team and other teams whose work activities are relatable.
Suggest improvements to processes to increase the efficiency of the team objectives.
Assess and communicate difficult content in a concise and logical way. Identify and respond to conflicting demands.
Comprehend instructions, communications, and memos and ask questions to ensure comprehension, write routine reports and correspondence.
What You’ll Need:
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
High school diploma required
3 years in an administrative role working with professionals
2 years in the Real Estate industry.
Active state real estate license preferred.
Ability to present information to a large group of employees.
Ability to calculate figures such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease. Requires knowledge of financial terms and concepts.
Requires sophisticated detailed and quantitative skills.
Experience with Microsoft Office Suite, internet research and web publishing skills and ability to edit basic templates in Power Point and/or InDesign.
Ability to thrive in a fast-paced environment of continuous change.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
See All 113+ Client Specialist Jobs in Florida
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Find Client Specialist JobsClient Specialist Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Client Specialist Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Insurance
- Technology & Software
- Banking & Financial Services
- Investment & Asset Management
What Florida Employers Look For
The qualifications that appear most often in client specialist jobs across Florida.
- Active Florida Series 7 or Series 66 license preferred for financial services client specialist roles
- Bachelor's degree in business, finance, communications, or a related field
- Two or more years of client-facing experience in financial, insurance, or healthcare settings
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for multi-channel client correspondence
- Demonstrated ability to manage a portfolio of accounts and resolve client escalations
Client Specialist Jobs in Florida: Frequently Asked Questions
How do you become a client specialist in Florida?
Most Florida employers require a bachelor's degree in business, finance, or communications alongside direct client service experience. For roles in financial services, candidates often need FINRA licenses such as the Series 7 or Series 66, which require passing exams administered through FINRA and may involve employer sponsorship of the testing process. Healthcare and insurance client specialists may need to hold a Florida 2-15 or 2-40 insurance license issued by the Florida Department of Financial Services before starting.
Which companies hire client specialists in Florida?
Employers hiring client specialists in Florida right now include BNY, Intercontinental Exchange, and Akerman LLP, based on current listings on Migrate Mate as of August 2026. Florida's deep concentration of wealth management firms, regional banks, and national insurance carriers means the pipeline of openings across these employer types tends to remain active throughout the year.
Which Florida cities have the most client specialist jobs?
Miami, Tampa, and Orlando are the cities with the most client specialist openings in Florida. Miami's concentration of private banking, international wealth management, and insurance headquarters drives the highest volume, while Tampa and Orlando generate strong demand through regional financial services hubs, large healthcare systems, and corporate back-office operations based in those metro areas.
Are there remote client specialist jobs in Florida?
Yes, and more than many service roles, since client specialist work is often communication-driven rather than hands-on. About 47% of client specialist openings tied to Florida are remote or hybrid as of August 2026, reflecting how many employers have extended flexible arrangements for account management and support functions. Roles focused on phone or digital client communication tend to offer the most remote flexibility, while positions requiring in-person portfolio reviews or branch presence are more consistently on-site.
How can I get hired as a client specialist in Florida with little or no experience?
The most realistic entry path is through a customer service or client support associate role at a Florida bank, insurance carrier, or healthcare administrator, then moving into a specialist position once you have relationship management exposure. Raymond James and Wells Fargo both run formal associate development programs at their Florida offices that take candidates without prior financial services backgrounds. Earning a Florida 2-15 life and health insurance license through the Florida Department of Financial Services before applying gives candidates a measurable edge, as does Salesforce certification for roles at technology-oriented Florida employers.
Where can I find and apply to client specialist jobs in Florida?
You can find and apply to client specialist jobs in Florida on Migrate Mate, which lists current Florida openings updated regularly. Find the roles that fit your background and apply directly to the ones that match.
See All 113+ Client Specialist Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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