Get new jobs by email
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Fort Lauderdale, FL5 days ago- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years... ...committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL6 days ago - ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL3 days ago - ...opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC... ...appropriate referrals to branch staff. Performs lobby engagement activities to connect with customers and position PNC products...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL2 days ago - ...commitment to integrity, transparency, and client-centered service, Stonebrook empowers its... ...seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida.... ...transitioning established financial advisors. Engage in industry training and education...SuggestedLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL3 days ago - ...POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL5 days ago - ...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience... ...with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a...SuggestedWork at officeLocal area
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary... ...including seminars and other client-facing events. Actively engages in available training/cross-training and educational and/or...SuggestedFull timeWork experience placementWork at office
- ...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... ...people. Very social, outgoing personality, comfortable engaging with sophisticated clientele. Outstanding customer service...Suggested
- ...advisors and their prospective and existing clients and other branch staff team members.... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...other client‑facing events. Actively engages in training, cross‑training and...SuggestedWork at office
- BCG Attorney Search is seeking a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This position allows you to handle... ...estate planning and trust administration matters while engaging with local communities. The ideal candidate has at least...SuggestedLocal 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... ...administration matters. Candidates should be eager to engage with the Boca Raton and West Palm Beach communities. Responsibilities...SuggestedRemote work
- ...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...SuggestedPart timeWork at office
UBS
Boca Raton, FL2 days ago - ...Client Associate Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Through an unwavering commitment to innovation and premium craftsmanship, Callaway...SuggestedPart timeWeekend workAfternoon shift
- Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams with client onboarding, account maintenance, and service delivery in a fast-paced wealth management environment. The role emphasizes exceptional client service, collaboration...Suggested
- 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...
- ...Client Associate The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture... ...innovation! More about Toptracer Workplace: We value fully engaged associates that come to work because they enjoy their work...Part timeWork at officeWorldwideWeekend workAfternoon shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-...Seasonal workWork at officeWork from homeShift workDay shift
- ...JobID: 100-167924973 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all... ...client experiences and providing essential support; Actively engage with clients; Confirm appointments; Follow up with past and...Immediate start
Jackson Hewitt
Pembroke Pines, FL1 day 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
Stifel Financial
Boca Raton, FL4 days ago - 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
- A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of...
- 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...
- 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
- 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...
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...seminars, mail and other client-facing events. Actively engages in available training/cross-training and educational and/or...Work experience placementWork at office
- ...Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer...Local area
Ascendo
Fort Lauderdale, FL5 days ago - 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 of...Work at office
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office...Seasonal workWork at officeShift workDay shift
