Registered Client Services Associate - Financial Ops
Stifel Financial Corp.
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. The ideal candidate will have strong administrative skills, an understanding of the investment industry, and be proficient in Microsoft Office. Joining Stifel offers a chance to be part of a respected firm dedicated to client success. #J-18808-Ljbffr Stifel Financial Corp.
- ...Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to... ...six months of hire) Bachelor’s degree preferred 1-2 years financial services/fixed income experience beneficial Proficiency...Financial
- ...management firm that provides financial guidance, investment... ...management, and retirement planning services to individuals, families,... ..., transparency, and client-centered service, Stonebrook... ...We are seeking an in-person Registered Client Associate to join our team in Boca Raton...FinancialLocal areaImmediate start
- ...Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs,... ...Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance...FinancialWork at officeImmediate start
- ...POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard... ...Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate...FinancialWork at officeLocal area
- ...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...FinancialWork at officeLocal area
- Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to... ...six months of hire) Bachelor’s degree preferred 1-2 years financial services/fixed income experience beneficial Proficiency...Financial
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary Celebrating... ...and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic...FinancialFull timeWork experience placementWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...FinancialWork experience placementWork at office
- ...Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support for financial advisors, ensuring client... ...ideal candidate has 3+ years in financial services, strong communication skills, and is detail...Financial
- 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...Financial
- Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client... ...have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The...FinancialWork at office
- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must... ...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management...FinancialSeasonal workWork at officeWork from homeShift workDay shift
- ...Description Position Summary The Client Service Associate serves as a key member of our client... ..., and thrives in a professional financial services environment. Experience with... ...Preferred Experience working in a Registered Investment Advisor (RIA), financial planning...FinancialWork at office
- ...Client Relations Associate iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised... ...by the FCA, SFC, and CIMA registered, is a leading algorithmic trading... ...liquidity, technology and prime services to institutional clients and trading...Financial
- ...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... ...communication, people, organizational, and client service skills Attention to detail coupled with the...FinancialFull timeFlexible hours
- Client Services & Operations Associate - ***Private Aviation Industry operations experience REQUIRED*** On-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...Work at officeMonday to Friday
- ...Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support... ...communication skills and 3+ years of experience in financial services. Responsibilities include managing client communications...Financial
$18 - $21 per hour
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing... ...We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at office- A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to enhance client relationships through active communication. The ideal candidate will assist clients in accessing firm services and maintaining client accounts while having...Financial
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...FinancialSeasonal workWork at officeWork from homeShift workDay shift
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...FinancialSeasonal workWork at officeWork from homeShift workDay shift
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...FinancialSeasonal workWork at officeWork from homeShift workDay shift
$60k - $75k
Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client... ...handling sensitive client and financial information. Shows leadership potential...FinancialWork at office- ...Sales AI is at the forefront of transforming the home services industry with AI-driven software. We empower... ...dynamic team. If you're passionate about advancing financial practices while supporting tech-focused clients, we want to hear from you! Job Overview: We don't...FinancialRemote workFlexible hours
- ...serves as the primary point of contact for clients and acts as an internal advocate to... ...Antenna Systems (DAS), and Fiber deployment services. What You Will Do – Primary... ...Accounts Receivable processes and basic financial reporting. Physical Demands:...FinancialWork at office
$80k - $100k
...base salary plus bonus (dependent on experience & qualifications) Our client is a well-established wealth management firm seeking a motivated, driven individual to join their team as Service Financial Advisor in close partnership with their Founder/Wealth Management...Financial- ...Provider Collaboration—helping our clients maximize efficiency.We are... ...Accountability: Ensure Lead Service Level Agreements (SLAs) are met... ...in Sales Coordination, Sales Ops, or a Lead Development role (preferred... ...order to collect personal and financial information from unsuspecting...FinancialFixed term contractWork at officeImmediate startRemote workFlexible hours
- ...At Schwab, you’re empowered to make a meaningful impact—for clients and for your career. As a Client Relationship Specialist (CRS... ...the branch. This role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to...FinancialFlexible hours
- ...Description Job Description Join Financial Trust Asset Management — Where Advisors... ...Trust Asset Management (FTAM), a SEC-registered investment advisor founded in 1989, is... ...research-driven investment management, and client-first service. Why Join FTAM Competitive...Financial
$15.63 per hour
Job Summary The Retail Service Associate supports the store team in delivering a best‑in‑class customer experience across mobile, operational... ...eligible employees, including options to support physical, financial, and emotional well‑being. Qualifications High School...FinancialHourly payWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Services Associate - Financial Ops. Be the first to apply!
- client services associate Boca Raton, FL
- client success associate Boca Raton, FL
- client relationship associate Boca Raton, FL
- registered client associate Boca Raton, FL
- client account associate Boca Raton, FL
- community services specialist Boca Raton, FL
- professional services specialist Boca Raton, FL
- toyota service advisor Boca Raton, FL
- environmental services attendant Boca Raton, FL
- service administrator Boca Raton, FL


