Client Success Associate: FinTech Onboarding & Support
Razr Corp
Razr Corp is seeking a Client Success Associate located in West Palm Beach, Florida. The role involves supporting advisors and brokers while gaining hands-on experience in financial services and client success. Responsibilities include onboarding new clients, responding to inquiries, and conducting client training sessions. Ideal candidates should possess strong communication skills, a detail-oriented mindset, and a Bachelor's degree (preferred). This position offers opportunities for career growth in a dynamic environment. #J-18808-Ljbffr Razr Corp
- ...Overview Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial... ...Client Success Associate, you will provide support to our advisors, brokers, and wealth... ...SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and...SuggestedPart timeInternshipWork at office
- POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...with a client first mindset, a successful candidate for this role will... ..., eSign, eAuthorization)Onboard and maintain client accounts...SuggestedWork at officeLocal area
- ...financial expertise to address each client’s unique needs and... ...time, on-site Client Service Associate (CSA) role based in Boynton Beach... ...a team environment, the CSA supports the advisory team to provide... ...support for HNW clients, such as onboarding, account administration, and...SuggestedFull time
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future... ...Duties and Responsibilities Client Support Cultivate and enhance new and... ...authenticate client when processing requests Onboard and maintain client accounts,...SuggestedWork at officeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ...to provide client service management support to our clients and operational... ...accounts Plan and manage new account onboarding process including SMA and alternative...SuggestedWork at office- Morgan-Stanley is seeking a Registered Client Service Associate in West Palm Beach, Florida. This... ...providing exceptional client service and supporting Financial Advisors in maintaining... ...Responsibilities include executing transactions, onboarding clients, and educating them on...
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management... ...and resolve problems, onboard new accounts, process and maintain... ...communities, and achieving success that is mutual. A... ...where applicable Leaders who support your development through coaching...Full timeFlexible hours
- ...Client Associate Unlock your potential as a Client Associate at J.P... ...a fast-paced environment, supported by the global resources of... ...responsibilities: Own the client onboarding and account maintenance for... ...licenses upon hire or must successfully obtain within 180 days from...Local area
- The Mom Project is seeking a Client Operations & Financial Planning Associate to support wealth management and client services. This role involves maintaining client communications, ensuring excellent service delivery, and executing operational workflows. Ideal candidates...
$70k - $120k
...Client Services Executive This position requires someone who is motivated and driven to deliver the right solution and own the customer... ...sales environment with a proven and verifiable track record of success in closing new deals. LUXURY SALES EXPERIENCE A MAJOR PLUS! ~...Work from home- ...an Attorney Integration Specialist to coordinate orientation and onboarding programs for new Associates and lateral Shareholders. This role involves facilitating mentor assignments and supporting successful integration processes. Qualified candidates should have a...
- ...of our kind in South Florida. Our goal is to WOW and AMAZE our clients by automating and integrating their technology. What makes ETC... ...sales environment with a proven and verifiable track record of success in closing new deals. LUXURY SALES EXPERIENCE A MAJOR PLUS!...Full timeWork from home
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL office. This role offers the... ...matters. Engage with high-net-worth clients on tax and succession planning. Collaborate with team members to develop client...Work at officeRemote work
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...Part timeSeasonal workWeekend workAfternoon shift
- BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The ideal...Work at officeRemote work
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will... ...tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor’s degree...
- ...in West Palm Beach seeks a Recovery Advocate for overnight shifts. The role requires assisting staff in daily operations, mentoring clients, and ensuring safety and security. The ideal candidate has a High School Diploma, preferably with experience in a helping...Night shift
- BCG Attorney Search is seeking an associate for their West Palm Beach, FL office. The ideal candidate will have two or more years of appellate and trial support experience, including courtroom experience with oral arguments and legal motions. Responsibilities include handling...Work at office
- ...Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney... ...and administration, including succession planning, lifetime giving, retirement... ...trusts, and related instruments Support estate and trust administration matters...Private practiceWork at officeRemote work2 days per week
$43k
...employees and members of the public. The role supports a wide range of HR functions, including timekeeping and leave management, onboarding, benefit information, and employee... ...Perform other duties as assigned. The successful candidate must be able to: Maintain confidential...Full timeWork at office- ...Specialist coordinates comprehensive orientation and onboarding programs for newly hired Associates and lateral Shareholders. This includes... ...stakeholders, coordinating follow-up touchpoints to support successful integration, and identifying development or engagement...Work at officeShift work
- Focus Financial Partners is seeking a highly motivated Associate, Client Advisor in West Palm Beach, FL. You will collaborate with senior team members to implement and manage strategic financial plans for ultra-high-net-worth clients, ensuring exceptional service and attention...
- ...LEW I S & ASSOCIATES is a leader in providing Legal and Administrative staffing services.... ...while incorporating proven,innovative, and successful recruiting techniques. Job Description A... ...trust administration and an established client base. Ideally, the candidate would bea...
- ...South Florida law firm that has served clients in the region since 1986. The firm focuses... ...disputes and guiding litigation to successful outcomes. Attorneys and staff collaborate... ...client matter. Team members benefit from a supportive environment that values both legal excellence...Full time
$100k - $200k
...commercial, leasing, and zoning matters. The successful candidate will have a minimum of 5 years... ...: 1. Provide legal expertise and support on a broad range of real estate matters... ...property management agreements. 3. Advise clients on legal and regulatory issues related...Permanent employmentLocal area$100k - $185k
...work on complex and challenging cases. The successful candidate will be responsible for... ...resolution, ensuring the highest level of client service. Why join us? Health Insurance Dental... ...legal research and analysis to support case preparation and strategy development...Temporary workLocal area$260k - $390k
...Level Private Wealth Services Associate to join a premier firm's... ...attorney to work on sophisticated succession and tax planning matters for... ...in a collegial and supportive environment. Key Responsibilities... ...to delivering excellent client service. Compensation:...Private practice- ...company positioning itself for long-term success. Job Summary The Patient Advocate... ...will try anything to find solutions that support an ecosystem of knowledge; enjoys... ...walk as required to perform the duties associated with functioning as a dispensary agent....Part timeWork at officeLocal areaImmediate startShift work
$250k - $300k
...for its exceptional legal services and client-focused approach. With approximately 100... ...Use Attorney to join our legal team. The successful candidate will focus on land use law and... ...for professional growth and development Supportive and collaborative work environment Medical...Work experience placementLocal area- ...wants to do meaningful work, fight for clients’ rights, and help secure strong results... ...Develop case strategy and lead matters toward successful resolution. * Represent clients in... ...trial. * Collaborate with attorneys and support staff to move cases efficiently. *...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Associate: FinTech Onboarding & Support. Be the first to apply!
- client account associate West Palm Beach, FL
- software developer fintech West Palm Beach, FL
- fintech West Palm Beach, FL
- project manager fintech West Palm Beach, FL
- support scientist West Palm Beach, FL
- support chat West Palm Beach, FL
- noc support West Palm Beach, FL
- administrative support West Palm Beach, FL
- onsite support West Palm Beach, FL
- confidential administrative support West Palm Beach, FL

