Client Services Associate
$18 - $21 per hourCare Options for Kids
Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available: Full-Time, In Office Client Service Associate responsibilities include: Coordinates and schedules referrals for new and existing home care services. Provides continuity of care in coordinating referrals. Communicates to each caregiver all pertinent information regarding client care. Keeps caregiver calendars and client information accurate and current. Communicates to the departmental Director all pertinent information regarding client/caregiver issues. Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services. Comprehensive Ability to: Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received. Accept changes in duties or new assignments with a positive attitude in a fast-paced environment. Work with a sense of urgency while maintaining a high level of detail. Use language that consistently reflects a thorough understanding of the home care industry. Qualifications: High School Diploma or GED required; college degree is preferred. Previous experience in recruiting, scheduling, or sales preferred. Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required. Must possess strong interpersonal and customer service skills. Must be able to solve complex problems and function effectively in a fast-paced work environment. Ability to read, write and communicate in English. Bilingual (Spanish/English) preferred. What we Offer: A supportive and collaborative work environment. Opportunity to Join a Rapidly Growing, Fast-Paced Organization! Comprehensive benefits package, including health, dental, and vision insurance. Generous Paid Time Off 401K A chance to make a meaningful impact in the lives of children and families. Wage Range: Full-Time, In Office: $18to $21/hr Quarterly bonuses *Compensation dependent on experience. Location :Delray Beach, FL Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment. #J-18808-Ljbffr Care Options for Kids
$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...SuggestedFull timeWork at officeLocal areaMonday to Friday- ...financial guidance, investment management, and retirement planning services to individuals, families, and businesses. We are committed... ...are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position...SuggestedFull timeWork at officeLocal areaImmediate start
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...SuggestedWork at officeImmediate start
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...SuggestedWork at officeLocal area
- ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Ameriprise Financial Services, LLC. in Boca Raton, FL is hiring a Registered Client Service Associate to support high-performing advisors with financial plans, client meetings, and paperwork. You will contribute to retaining and growing client relationships while handling...Work at officeRemote work
- 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
- 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...
- POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal areaWork visa
- 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- Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling...
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry...Full timeWork experience placementWork at office
- Wealthspire Advisors, a leading wealth management firm, seeks a Client Service Associate to support advisor teams and clients through account onboarding and ongoing maintenance. You will build foundational technical knowledge, develop client communication skills, and learn...
$50k - $80k
...Hire | $50,000 - $80,000 DOE A growing and well-established wealth management and financial planning firm is seeking a Client Service Associate or Paraplanner to join its team in Boca Raton. This position can be tailored based on experience level and offers an...Work at officeLocal area- Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to...
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Full timeWork at officeLocal area
- UBS, a global wealth manager, is seeking a Client Associate to support a Financial Advisory (FA) team in Boca Raton. You will keep client records current, educate clients on services, and assist with meeting materials and reports. Ideal candidates have Series 7 and 66 licenses...
- UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting. Responsibilities include gathering...Part timeWork at office
- Ameriprise Financial in Boca Raton is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials and financial plans, and by managing client interactions to deepen relationships. Ideal candidates will have 3-5 years...Work at office
- Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area... ...coordinating productivity-based campaigns and providing reliable service to clients. The role requires high ethical standards, solid...
$16 - $17 per hour
...Service Associate - Night Boynton Beach, FL: N Congress Ave/Gateway Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle...Hourly payDaily paidFull timePart timeFlexible hoursNight shiftWeekend workAfternoon shift$22.8 per hour
...Job Description Job Description Provider Services Specialist (Early Childhood Programs) - Bilingual Spanish Location: Boynton... ...provider portal and/or any data system utilized for Coalition client and program services for the School Readiness, Voluntary Prekindergarten...Hourly payFull timeContract workWork at officeWork from homeMonday to Friday- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
- ...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch... ...written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you...Flexible hours
- ...a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales...Seasonal workWork at officeWork from homeShift workDay shift
- ...opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC'... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...leading independent financial advisory services firm. Originally founded in 1882 as the... ...London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position... ...its growing team as a Senior Client Associate. The Senior Client Associate will work with...Work at officeLocal area
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...Local area
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