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$60k - $75k
Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support,...SuggestedWork at office- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL2 days ago - ...Client Relations Associate iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds... ...Responsibilities: Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-...Suggested
ISAM
Boca Raton, FL2 days ago - ...goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL3 days ago - Your role We are looking for a Client Associate to: keep management systems up‑to‑date with client information educate clients on account... ...Client Associate, you’ll play an important role in client relationships. Your expertise Ideally 2‑5 years of experience in client...SuggestedPart timeWork at office
- ...POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL2 days ago - ...commitment to integrity, transparency, and client-centered service, Stonebrook empowers... ...seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida... ...communicator who enjoys building relationships, anticipating client needs, and creating...SuggestedLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL15 hours ago - Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household...Suggested
- 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
- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Fort Lauderdale, FL15 hours ago - ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- 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...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
- ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to... ...interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Fort Lauderdale, FL3 days ago - ...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,...Suggested
Oppenheimer & Co.
Boca Raton, FL15 hours 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, FL2 days ago - ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Work at officeLocal area
Socket
Fort Lauderdale, FL2 days ago - ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The... ...Promote Firm services by enhancing relationships with advisors through timely and accurate responses...Work at officeLocal area
Oppenheimer & Co. Inc.
Fort Lauderdale, FLa month ago - ...Customer Service Associate To provide superior standards of service to an assigned portfolio... ...by the Bank for the international client. Review and verify documentation and... ...In coordination with the International Relationship Manager and International Banker determines...Work experience placement
- 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...
- 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
- 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
- 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...
- 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...
- Client Services & Operations Associate - ***Private Aviation Industry operations experience highly preferred*** On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation...Work at officeMonday to Friday
- ...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....
- Blue Coral Staffing Corp. seeks a highly organized Client Services & Operations Associate for a fast-paced private aviation environment. You will act as a liaison among aviation advisors, clients, operators and vendors, managing trip execution from inquiry through post...
$18 - $21 per hour
...focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position...Full timeWork at officeCare Options For Kids
Delray Beach, FL2 days ago- ...environment, is comfortable managing multiple matters concurrently with competing deadlines, and is able to maintain productive relationships with management and the C-Suite. THE TEAM:Founded in 2018 and headquartered in Boca Raton, Florida, Jushi is a vertically integrated...Full timeContract workTemporary workLocal areaFlexible hours
- : Job Summary: The Customer Care Specialist is an in-office position and is the point person once a job has gone live into production. This position is responsible to manage all aspects of the job, ensuring that the jobs ship on time and to perform all customer communication...Full time
Oppenheimer & Co. Inc.
Fort Lauderdale, FL8 days ago
