Financial Operations & Client Services Associate
Ascendo-Resources
Ascendo-Resources is seeking a Financial Operations Associate in the Boca Raton area to support daily client account servicing and operational activities within a financial services firm. This role blends client service with back-office support, ideal for detail-oriented professionals building experience in financial operations and client relationship management. The position emphasizes accurate processing, regulatory compliance, and collaboration with trading and compliance teams to resolve #J-18808-Ljbffr Ascendo-Resources
- ...Position Overview The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will... ...compliance requirements Partner with Financial Advisors, Relationship Managers, and Client...OperationsFinancialFull timeWork at office
- ...management firm providing financial guidance, investment management... ..., and retirement planning services to individuals, families,... ...fully licensed Registered Client Service Associate to join our team. This is a... ...helping ensure that the practice operates smoothly, efficiently, and...OperationsFinancialFull timeWork at officeLocal areaImmediate start
- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in... ...we are looking for a Client Service Associate to join our operations team! The Client Service Associate...OperationsFinancialFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise... ...process. Full time Non-Exempt Business Support & Operations AAG Ameriprise Advisor Group Ameriprise...OperationsFinancialFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be...OperationsFull timeWork at officeLocal areaMonday to Friday- Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education...Financial
- Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors 401(k) Health insurance... ...day-to-day administrative and operational support to the advisory team. This position... ...Previous experience in financial services, wealth management, banking,...FinancialFull time
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)... ...section of the global communities in which we operate, bringing a variety of backgrounds,...FinancialFull timeWork at officeLocal area
- Ascendo-Resources is seeking a Client Service Associate to support wealth management operations. You will process new accounts, maintenance requests, and money movements... ..., and timely service. Collaboration with Financial Advisors and Relationship Managers is essential...OperationsFinancial
- Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds...Full timeWork at office
- UBS in Boca Raton is seeking a client associate to join the Wealth Management team in a full-time, in-office role at the Boca Raton Branch.... ...client meetings. Key duties include educating clients on account services, preparing reports, gathering documentation for new accounts,...Full timeWork at office
$55k - $75k
Job Reference # 342519BR Job Type Full Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services...Full timeWork at officeFlexible hours$50k - $60k
...market only State Farm Insurance and financial service products. State Farm Insurance Agent located... ...the customer service team and daily operations, developing and implementing customer... ...sales representative, retail sales associate, or telemarketing) required, excellent...OperationsFinancialFor contractors$60k - $140k
...Agent, you are vital to our daily business operations and customers' success. You grow our... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including: Auto insurance...OperationsFinancialFor contractors- The FAU Foundation in Boca Raton, FL seeks an Accounting Coordinator to support financial operations, gift accounting, reconciliations, compliance, and reporting. The role requires independence, initiative, and sound judgment. Key duties include gift compliance reviews...OperationsFinancial
$60k - $90k
...Agent, you are vital to our daily business operations and customers' success. You grow our... ...proactively marketing relevant products and services. Grow your career as you better your... ...help customers with their insurance and financial services needs, including: Auto insurance...OperationsFinancialFor contractorsFlexible hours$35k - $50k
...and are dedicated to providing excellent service that makes a positive impact on the... ...Manager to oversee day-to-day service operations and ensure a positive experience for customers... ...help customers with their insurance and financial services needs, including: Auto...OperationsFinancialFor contractorsWork at office$50k - $75k
...over 10 years, and my agency is built around service, professionalism, and genuine connection. I hold the ChFC® (Chartered Financial Consultant) designation from The American... ..., you are vital to our daily business operations and customers' success. You grow our agency...OperationsFinancialFor contractorsWork at officeFlexible hours$50k - $75k
...and my agency is built around service, professionalism, and... ...ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member... ...vital to our daily business operations and customers' success. You... ...customers with their insurance and financial services needs, including:...OperationsFinancialFor contractorsWork at officeFlexible hours$85k - $100k
A financial services firm in Boca Raton seeks a Client Service & Operations Manager to deliver exceptional client care, manage operations, and collaborate with advisors. This role emphasizes proactive communication and organizational skills, requiring a degree in finance...OperationsFinancial- ...seeking a detail-oriented and driven Operations Associate to support our growing investment team... ...operational excellence across client service, account maintenance, trade execution... ...skills as well as a keen interest in both financial services and technology. Key Responsibilities...OperationsFinancialFull time
- ...Fidelity's Active Trader Services team, you will support... ...through inbound client interactions, providing... ...strong understanding of financial markets, trading products... ...services, brokerage operations, trading support,... ...Fidelity from hiring and/or associating with individuals with...OperationsFinancialFull timeRemote work
- USClaims is seeking a Legal Servicing Analyst to manage a portfolio of plaintiff and... ...law firms and staff. You balance financial diligence with client service, documenting case updates, and... ...risk while optimizing servicing operations #J-18808-Ljbffr US-Claims-Capital-LLOperationsFinancial
- ...Responsibilities Oversee the customer service team and daily operations. Develop and implement customer... ...sales representative, retail sales associate, or telemarketing) required Excellent... ...Enthusiastic about the role insurance and financial products play in helping people...OperationsFinancialWork at office
$25 per hour
...based in Illinois is seeking a Client Representative for our Boca... ...you'll be at the heart of our operations, working with homeowners,... ...provide exceptional customer service and resolve inquiries in a timely... ..., and maintain accurate financial records related to assigned matters...OperationsFinancialHourly payFull timeContract workTemporary workLive inWork at officeLocal areaRemote workMonday to Friday- ...Summary:**is hiring a driven RCM Client Manager, *internally referred... ...with our internal RCM operations team and global partners to ensure... ...-level of value and customer service to both our client practices... ...to collect personal and financial information from unsuspecting...OperationsFinancialWork at officeRemote workFlexible hours
$20 per hour
...innovative technology that provides value-added services for collectors worldwide. We grade,... ...and externally. Collaborates with Operations and other departments to find appropriate... ...to our employees to support their future financial goals. Vacation: All full-time employees...OperationsFinancialHourly payFull timeRemote workWorldwideFlexible hoursShift work$72.3k - $105k
...their objectives by providing operational and technical support across... ...and identity platforms and services. The team monitors solution... ...supportphysical, mental, social, and financial wellness. We are committed... ...available for review to any associate or applicant for employment...OperationsFinancialFull timeWork experience placementWork at officeLocal areaRemote workFlexible hoursNight shift2 days per week- ...and experienced Enterprise RCM Client Manager (internally referred... ...and reporting on the RCM operations for our enterprise-sized medical... ...client(s) to understand their financial, business, reporting and... ...quality delivery of contracted services.* Provide a high-level of value...OperationsFinancialWork at officeRemote workFlexible hours
- ...You Do? The Customer Service Representative is responsible... ...and internal associates with irrigation product... ...responsible for: Daily Operations Serve as a primary resource... ..., by means of inbound client calls, emails,... ...variety of mental health, financial health, and other types...OperationsFinancialFull timeFor contractorsWorldwide
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