Wealth Management Client Associate
RBC
RBC Wealth Management in Boca Raton is seeking a Client Associate/Registered Client Associate to act as a trusted resource for clients, advisors and the branch. Use your administrative and operational skills to help our advisors manage and grow their business in a fast-paced, professional, and collaborative environment. The role emphasizes a client-first approach with compliance, onboarding new accounts, maintaining records, implementing technology changes and preparing correspondence. #J-18808-Ljbffr RBC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Boca Raton, FL vacancy
- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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 be responsible for processing client account activity, including account openings, maintenance...SuggestedFull timeWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment. The role...SuggestedFlexible hours
- Bank of America Corporation's Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors, serving as the primary contact for established clients. You...Suggested
- 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... ...license, with at least three years of wealth‑management client service experience, exceptional...Full timeWork at office
- ...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours
- ...About the Job Stonebrook Wealth Partners is an independent wealth management firm providing financial guidance, investment management, and retirement... ...an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person...Full timeWork at officeLocal areaImmediate start
- 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...
- ...City Boca Raton Key Responsibilities We’re looking for a Client Associate to: keep management systems up-to-date with client information educate... ...Office Suite About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We...Part timeWork at officeFlexible hours
- 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...
- ...more than $1.5 trillion in assets under management, administration and advisement as of year... ..., small business and institutional clients. We are a longstanding leader in financial... ...and we are looking for a Client Service Associate to join our operations team! The Client...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$50k - $80k
...Raton, FL (Onsite) Direct 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...Work at officeLocal area- Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area. You will assist Financial Advisors in administering and marketing client activities, while coordinating productivity-based campaigns...
- ...Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as... ...London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position... ...to join its growing team as a Client Associate. The Client Associate will work with our...Work at officeLocal area
- ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours
- ...more than $1.5 trillion in assets under management, administration and advisement as of year... ..., small business and institutional clients. We are a longstanding leader in financial... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and... ...internal teams such as trading, compliance, and portfolio management to resolve operational issues Assist in preparing client...Work at officeLocal area
- ...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Full timeWork at officeLocal areaWork visa
$80k - $100k
...Job Description Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** \n \n \n Location... ...& vendors. Client Services & Operations Associate manages trip execution from initial request through post-flight...Work at officeLocal areaMonday to Friday- ...Responsibilities and practice \n \n Seeking as associate with excellent experience and academic... ...to join our Trusts, Estates and Wealth Preservation practice. Expected responsibilities... ...instruments \n Direct and frequent client interaction \n Advising individuals...
- ...Raton, Florida, seeks a motivated Junior Estate Planning Associate to join its Private Wealth Services team, advising high-net-worth individuals and... ...strategies, support trust administration, and collaborate with clients and professionals to implement comprehensive wealth...
- Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate... ...clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client...
- ...advisors and their prospective and existing clients and other branch staff team members.... ...virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
- POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer...Work at officeLocal area
- Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors 401(k) Health insurance... ...existing clients and prospective clients. Manage advisor calendars and assist with... ...Previous experience in financial services, wealth management, banking, professional...Full time
- 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
- Omega Healthcare Management Services is seeking a patient-contact specialist to handle high volumes of inbound inquiries related to prescription costs, coverage, and enrollment. You will explain plan concepts, assist with copay programs, and document all interactions in...
- ...influencing impactful decisions and contributing to the success of our clients and firm. If you are passionate about litigation and have the... ...communication and organizational skills with the ability to manage multiple case evaluations simultaneously. A proactive,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
Related searches
- client relationship associate Boca Raton, FL
- property management Boca Raton, FL
- director workforce management Boca Raton, FL
- health information management work from home Boca Raton, FL
- director of inventory management Boca Raton, FL
- management supervisor Boca Raton, FL
- entry level management Boca Raton, FL
- creed management Boca Raton, FL
- music events management Boca Raton, FL
- identity & access management Boca Raton, FL





