Client Services Associate - Financial Advisory Support
Raymond James, Inc.
Raymond James Boca Raton is seeking a Registered Client Service Associate to support financial advisors, clients, and branch staff with high-quality administrative service. The role emphasizes clear communication across phone, email, in-person, and virtual channels while managing multiple tasks in a fast-paced environment. You will onboard new clients, open accounts, monitor documentation, and assist with reporting, scheduling, and client meetings. #J-18808-Ljbffr Raymond James, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate - Financial Advisory Support in Boca Raton, FL vacancy
- ...Company We’re a diversified financial services leader with more than $1.5... ...business and institutional clients. We are a longstanding leader... ...for a Client Service Associate to join our operations team!... ...part of advisor and branch support; responsible for using the client...FinancialFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...management firm providing financial guidance, investment management... ..., and retirement planning services to individuals, families,... ...fully licensed Registered Client Service Associate to join our team. This is a... ...administrative and operational support to the financial advisors...FinancialFull timeWork at officeLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL1 day ago - 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...Financial
- Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is... ...managing database, general organizational support, as well as client interaction. The... ...’s degree preferred 1-2 years financial services/fixed income experience beneficial...Financial
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive... ...for service and excellence in the Financial Services industry, Raymond James is... ...quality/high touch critical administrative support to Financial Advisors, their...FinancialFull timeWork experience placementWork at office
- Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors 401(k) Health insurance... ...day administrative and operational support to the advisory team. This position will play an... ...Previous experience in financial services, wealth management, banking...FinancialFull time
- ...Our Company We’re a diversified financial services leader with more than $1.5 trillion... ...business and institutional clients. We are a longstanding leader in... ...As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by...FinancialFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members.... ...rich history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail oriented...FinancialWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...Duties and Responsibilities Client Support Cultivate and enhance new and existing... ...at the direction of clients and/or Financial Advisor(s), discuss reinvestment...FinancialWork at officeLocal area
- 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 customer...Financial
$50k - $80k
...established wealth management and financial planning firm is seeking a Client Service Associate or Paraplanner to join its... ...attention to detail, and experience supporting financial advisors, wealth... ...retirement planning, investments, and advisory services FINRA licenses or...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...FinancialFull timeWork at officeLocal area
$80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local... ..., transportation, and special client requests Support administrative, analytical, and reporting tasks related...Full timeWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL1 day ago$55k - $75k
...Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with... ...our people first, with new challenges, a supportive team, opportunities to grow and flexible...Full timeWork at officeFlexible hours- 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...Financial
$18 - $21 per hour
...pediatric nursing, therapy, and school-based services. We seamlessly integrate into children... ...where they are by providing the support and resources necessary to decrease... ...for a critical thinker and proactive Client Service Associate that shares our dedication to quality...Full timeWork at office- ...Job Overview \n \n As an At Your Service Center Colleague, you are at the heart of... ...personalized shopping experience. You’ll support all At Your Service activities,... ...with mental health counseling and legal/financial advice \n \n \n Access the full menu...FinancialFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
Macy's
Boca Raton, FL28 days ago - 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 to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds...Full timeWork at office
- ...leading professional services advisor to middle-market... ...in accounting, tax, advisory, benefits, insurance,... ...actionable insights to help clients anticipate what is... ...business consulting, tax and financial services. In certain... ...service delivery.Support the marketing and renewal...Financial
CBIZ
Boca Raton, FL4 days ago - ...forefront of transforming the home services industry with AI-driven software... .... Are you passionate about supporting business growth through innovative... ...you're passionate about advancing financial practices while supporting tech-focused clients, we want to hear from you! Job...FinancialRemote workFlexible hours
Predictive Sales AI, LLC
Boca Raton, FL4 days ago - Ameriprise Financial in Boca Raton, FL seeks a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and handling client interactions to deepen relationships. This role involves preparing meeting...Financial
- Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors and their clients in a fast-paced branch environment. This role emphasizes effective communication across multiple platforms and meticulous task management. The ideal candidate...Financial
$22 - $24 per hour
...Audit) is an entry-level role supporting the freight audit team by... ...freight auditing, and broader financial operations in a structured, development... ...Support department goals and service-level expectations by... ...talent solutions to thousands of clients across the globe. Specialized...FinancialContract workTemporary workWork at officeDay shiftTalentify.io
Deerfield Beach, FL2 days ago- ...Boutique Accounting & Advisory Firm A growing boutique accounting and financial advisory firm is looking... ...& Analytics Associate to join its team.... ...finance professionals to support the accounting and financial... ...reporting needs of multiple clients. Your...FinancialBank staff
Blank Space Consultants
Boca Raton, FL13 days ago - ...Registered Wealth Management Client Associate Boca Raton,... ...products and services for individuals, companies... ...guidance. Merrill’s Financial Advisors and Wealth Management... ...with their advisory team committed to their... ...-office culture that supports collaboration,...FinancialSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL1 day ago - ...8 as a leading independent financial advisory services firm. Originally founded in... ...Firm oversees $228 billion in client assets as of July 31, 2026.... ...growing team as a Client Associate. The Client Associate will... ...journals, check deposits, etc.) Support marketing efforts by...FinancialWork at officeLocal area
- Janney is seeking a Registered Private Client Associate to support the growth and management of client... ...the Boca Raton area. You will assist Financial Advisors in administering and marketing... ...campaigns and providing reliable service to clients. The role requires high ethical...Financial
$107.22k
...Exceptional Delivery and Growth Engine (Multi-Client) - Financial Services Office - Wealth and Asset Management... ...risks across tax compliance and/or advisory services. Prepare complex financial... ...leaves of absence when needed to support your physical, financial, and...FinancialFull timeWork experience placementSummer holidayWork at officeImmediate startMonday to FridayErnst & Young
Boca Raton, FLa month ago- ...investment products and services for individuals,... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...relationship with their advisory team committed to their... ...in-office culture that supports collaboration, engagement...FinancialSeasonal workWork at officeWork from homeShift workDay shift
$125k
...growth is encouraged? Our client is a rapidly growing CPA firm... ...of tax, accounting, and financial reporting functions while helping... ...to clients and management Support client accounting and bookkeeping... ...to ensure exceptional client service and operational excellence...FinancialFull timeWork at officeLocal areaAscendo Resources
Boca Raton, FL7 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate - Financial Advisory Support. Be the first to apply!
Related searches
- client services associate Boca Raton, FL
- client solutions associate Boca Raton, FL
- client relationship associate Boca Raton, FL
- registered client associate Boca Raton, FL
- nutrition services aide Boca Raton, FL
- transaction services specialist Boca Raton, FL
- service worker Boca Raton, FL
- services specialist Boca Raton, FL
- express service advisor Boca Raton, FL
- internal service advisor Boca Raton, FL