Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA)
$105kGoldMatch
Boca Raton, FL
- Remote job
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 per week on-site and remote flexibility the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.
Role highlights include:
• Hybrid schedule with in-office collaboration in Boca Raton
• Earnings potential up to $105K
• Client onboarding, custodial paperwork, scheduling, and CRM support
• Close partnership with advisors and leadership
• Market-hour workday and long-term stability
*****Must have 2+ years of RIA or Broker/Dealer experience in client service or operations to be considered.*****
This opportunity is well-suited for someone who values accuracy, ownership, and consistency, and who wants to contribute meaningfully to a growing firm while maintaining flexibility and quality of life in South Florida.
For further details and next steps please contact View email address on ziprecruiter.com . We will be happy to assist you.
Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.Vacancy posted 5 days ago
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