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- ...services firm in Boca Raton is hiring a Wealth Management Associate to provide exceptional client service. This role involves supporting Financial... ...development, operational support, and cultivating client relationships. The ideal candidate will have over 5 years of...Suggested
- ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with...SuggestedFull timeWork experience placementWork at office
- ...financial services firm in Boca Raton seeks a Wealth Management Associate to provide exceptional service and support to Financial... ...of financial products. Responsibilities include enhancing client relationships, assisting in financial planning and digital marketing efforts...Suggested
- Overview Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedWork at officeLocal area
- ...Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs... ...will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ("FAs")...SuggestedWork at officeHome office
Janney Montgomery Scott
Fort Lauderdale, FL2 days ago - Morgan Stanley in Boca Raton is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and Private... ...Advisors. In this role, you will help build trusted relationships with clients, manage transactions, and assist with various...SuggestedWork at office
$16 per hour
...TravisMathew 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...SuggestedHourly payPart timeWeekend workAfternoon shift- ...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...SuggestedWork at officeImmediate start
Stifel Financial
Boca Raton, FL4 days ago - ...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net... ...schedule listed in the requirements section. Supports the Relationship Manager by scheduling and coordinating activities and...SuggestedWork at officeNight shift1 day per week
NFP
Delray Beach, FL2 days ago - ...Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office...SuggestedPart timeWork at officeLocal area
Ascendo Resources
Boca Raton, FL2 days ago - Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors... ..., this role is essential to enhancing client relationships and supporting the team in a fast-paced environment. #J-1...Suggested
- 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...Suggested
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account...SuggestedFull timeFlexible hours
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum...SuggestedPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FLa month ago - ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing...Full timeWork at officeLocal area
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance... ...skills, as well as the ability to build trusting relationships with HNWIs, their families, and their staff....
- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties and Responsibilities Following is a summary of the...Second jobWork at office
SunTrust Investment Services, Inc.
Fort Lauderdale, FL3 days ago - ...Jackson Hewitt - JobID: 100-169321617 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
Jackson Hewitt
Fort Lauderdale, FL2 days ago - A professional services firm in Florida is seeking a Client Accounting Senior Associate responsible for managing the monthly close process and financial reporting for clients. The candidate must have a Bachelor's in Accounting and at least 3 years of experience in client...Flexible hours
- ...Description Poliakoff Backer’s community association attorneys provide quality, customized... ...efficiently and transparently with clients, using firm tools and client education... ...practical guidance. Builds long-term relationships through consistency and continuity Comfortable...Contract workFor contractors
Poliakoff Backer LLP
Boca Raton, FL21 days ago $140k
...communities where your work directly protects clients’ financial health Own cases end-to-end... ...-first firm built around long-term relationships, continuity, and practical use of... ...firm turnover.” Our team serves community associations and related clients across South Florida...Full timeWork at office- ...drafting legal documents, appearing in court, and advising community boards. This position offers a competitive salary and values quality relationships with clients. Opportunities for career growth and a supportive working environment await you. #J-18808-Ljbffr Job Juncture
$10k
...response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate’s reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of December 31,2025) Position Overview The...Full timeFor contractorsWork at officeLocal areaFlexible hours$20 per hour
...and child abuse, safety planning, batterers accountability, behavior and characteristics of abuser. Establishes and maintains relationships with law enforcement and community partners to support participant needs which may include such things as providing information...Full timeWork experience placementWork at officeLocal areaFlexible hours$100k - $150k
...planning and probate law firm based in Boca Raton, Florida, serving clients statewide. Our practice areas include probate and trust... ...trust, and estate planning law Strong client communication and relationship‑building skills Ability to independently manage matters from...- ...customers; builds rapport and maintains meaningful and effective relationships creating trustful, authentic connections; viewed as a good... ...turn, bend, stand and walk as required to perform the duties associated with functioning as a dispensary agent. Nothing in this job...Part timeWork at officeLocal areaImmediate startShift work
$105k - $155k
...Firm In South Florida Specializing In Association Law We are a Florida‑based law firm recognized... ...Florida. The firm emphasizes personal relationships with board members and property... ...00 - $155,000 per year. Why join us? Client-focused environment built on accessibility...Local area$17 - $24.26 per hour
...of local, state and federal healthcare benefit services and plans Ability to build and maintain exceptional customer service relationships with healthcare services agencies, patients, providers and peers Dependable and time conscience Flexibility, agility, self...Hourly payFull timeWork experience placementWork at officeLocal areaChenMed
Deerfield Beach, FL2 hours ago$180k
...supporting company growth. This role offers an entrepreneurial and client-facing environment , where attorneys take ownership of... ...and paralegals across matters while maintaining strong client relationships Manage multiple client matters simultaneously in a fast-...Remote workSagePaths
Boca Raton, FL19 days ago
