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Client Services Associate

Financial Planner Recruiting

Saint Petersburg, FL · Posted November 5, 2026

Just laid off? Start here: a plan for the first weeks

More in Florida job market · All Client Services Associate jobs (127) · Financial Services & Banking · Customer Success jobs

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Pay compared with the market

This listing does not state pay. Across 41 open client services associate listings that state pay, the middle half runs $57,500 to $85,000 and the median is $73,500.

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About the job

... Client Service Associate Career path: CSA I -- CSA II -- CSA III -- Lead CSA About Us We are a growing, relationship-driven wealth management firm helping successful individuals, families, professionals, and business owners make confident financial decisions...