Client Associate
UBS
Your role We are looking for a Client Associate to: keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Job Type Part Time Job Reference
340963BR
City Boca Raton Your team You’ll be working on a team in Boca Raton, FL. As a Client Associate, you’ll play an important role in client relationships. Your expertise Ideally 2‑5 years of experience in client service, within the finance sector Bachelor degree preferred Excellent communicator, with solid interpersonal skills Detail oriented Proficient in Microsoft Office Suite Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr UBSVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Associate in Boca Raton, FL vacancy
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Dormont Manufacturing Company
Boca Raton, FL2 days ago - Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support and ensuring a positive client experience. Ideal candidates will have strong communication skills and 3+ years of experience in...Suggested
- ...POSITION SUMMARY Registered Client Service Associates 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 engaging and utilizing the full...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL4 days ago - ...Client Services Associate – ***Private Aviation Industry operations experience REQUIRED*** LOn-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation nNew position...SuggestedWork at officeMonday to Friday
Blue Coral Staffing Corp.
Boca Raton, FL1 day ago - Bank of America is seeking a Registered Wealth Management Client Associate in Boca Raton, Florida. In this role, you will provide dedicated operational and sales support to Financial Advisors, engaging frequently with clients to ensure exceptional service. The ideal candidate...SuggestedWork at office
- ...businesses. With a commitment to integrity, transparency, and client-centered service, Stonebrook empowers its clients to make informed... ...their money. We are seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida. This is an exciting opportunity...Local areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL2 days ago - ...Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office...Work at officeLocal area
Ascendo Resources
Boca Raton, FL2 days ago - ...POSITION SUMMARY: Registered Client Service Associates 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 engaging and utilizing the...Work at officeLocal area
Dormont Manufacturing Company
Boca Raton, FL3 days ago - ...very different from a large corporate environment. Here, you are not a number—you are a core member of a close-knit team. Client Service Associate What You’ll Do Serve as a primary point of contact for clients, delivering high‑touch, professional service. Coordinate and...
Montanti Advisory Service
Boca Raton, FL22 hours ago - ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate start
- 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...
- Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors in maintaining client accounts and providing administrative services. The role involves clerical functions, customer service, and trade entries based on directives....Work at office
- 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
- Stonebrook Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support for financial advisors, ensuring client communications are timely and professional. The ideal candidate has 3+ years in financial...
- Stifel in Boca Raton, Florida, is searching for a Client Services Associate (Registered) to provide vital support to Financial Advisors. This role involves assisting with client account management, maintaining records, and delivering excellent customer service. The ideal...
- Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory...Work at office
- ...UBS in Boca Raton is looking for a dedicated team member to provide exceptional client service as part of a Financial Advisor team. The role includes updating management systems, educating clients, and preparing meeting materials. The ideal candidate has over 5 years...Work at office
UBS
Boca Raton, FL3 days ago - BCG Attorney Search is seeking a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This position allows you to handle sophisticated estate planning and trust administration matters while engaging with local communities. The ideal candidate has...Local areaRemote work
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This role offers the opportunity to work in a collaborative and sophisticated environment, handling complex estate planning and administration matters. Candidates...Remote work
- ...Security Professionals, published in partnership with Forbes. Our clients are asset managers — the firms whose products sit on the... ...matters. About the Role As a Client Services & Sales Support Associate, you will be the operational backbone that keeps SHOOK’s asset...Contract workWork at office
$18 - $21 per hour
...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 timeWork at officeCare Options For Kids
Delray Beach, FL3 days ago- ...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 our clients, advisors and branch. Use your administrative and...Full timeFlexible hours
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- 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...
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeShift workDay shift
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and excellent opportunities for career progression. The firm have plans for further expansion in 2026...
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum...Private practiceWork at officeRemote work2 days per week
$105k
...Job Description Job Description Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida , with 2–3 days...Remote jobWork at office2 days per week3 days per week- ...& Pintaluga is a NLJ500 and Mid‑Market Pro 50 law firm that has recovered over $1 billion for property damage and personal injury clients nationwide. With nearly 100 lawyers and more than 30 offices throughout the Central and Southern United States, our primary goal is...Full timeWork at office
Kanner & Pintaluga
Boca Raton, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
Related searches
- client engagement associate Boca Raton, FL
- client services associate Boca Raton, FL
- client relationship associate Boca Raton, FL
- client solutions associate Boca Raton, FL
- registered client associate Boca Raton, FL
- client success associate
- senior client service associate
- client engagement associate
- client services associate
- client training associate