Get new jobs by email
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Support Cultivate and enhance new and existing client relationships through active communication with clients, processing...SuggestedWork at officeLocal area
- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading... ...manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Relationship Managers and its Private Client customers. You will assist with account reviews, quoting, billing inquiries and related tasks in a team-based, client-focused...Suggested
- ...Ryan Specialty, is seeking a detail-oriented Associate Broker to serve as a trusted partner to the Broker, handling client service, policy administration, and... ...balance multiple priorities while building relationships with clients, carriers, and trading partners...Suggested
- ...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 officeShift workDay shift
Bank of America
Fort Lauderdale, FL3 days ago - ...Registered Wealth Management Client Associate Fort Lauderdale, Florida To proceed with your application, you must be at least 18 years... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeShift workDay shift
Bank of America
Lauderdale Lakes, FL2 days ago - ...well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor team... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...SuggestedWork at officeLocal area
- Key Responsibilities We’re 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...SuggestedFull timeWork at officeFlexible hours
- ...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
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll...SuggestedLocal area
- ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll...SuggestedLocal area
- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...SuggestedWork experience placementWork at office
- RT Specialty, a division of Ryan Specialty, seeks an Associate Broker to manage day-to-day client service, policy administration, and underwriting support. You will interact with clients, carriers, and trading partners, ensuring timely follow-up and accurate servicing....Suggested
- 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...SuggestedWork at office
- ...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedWork at officeLocal area
- ...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
- ...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 - ...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...Full timePart timeWork at officeShift workDay shift
Truist Bank
Boca Raton, FL7 days ago - ...Job Description Job Description Description The Client Service Associate is responsible for providing day-to-day service and operational support to clients and Financial Advisors. This role serves as a primary point of contact for client inquiries, account-related...Work at officeFlexible hours
Concurrent Investment Advisors
Boca Raton, FL13 days ago - ...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....
- UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting. Responsibilities include gathering...Part timeWork at office
- ...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...Private practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FLa month ago - ...Description Job Description Position Summary The Client Service Associate serves as a key member of our client service and... ...in delivering an exceptional client experience, supporting relationship management efforts, maintaining accurate client data, and...Work at office
Express Employment Professionals
Boynton Beach, FLa month 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...Work experience placementWork at office
- ...Client Service Associate Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn...Local areaFlexible hoursNight shift
- ...and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds,...Work at officeLocal areaRemote workWorldwide
$18 - $21 per hour
...This 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 Types Available...Full timeWork at office- ...Cozen O'Connor's Private Client, Trusts & Estates group ("PCS") is looking for a driven, entrepreneurial Member-level attorney with... ...practice. We are looking for someone who is eager to develop client relationships, contribute to the growth of the practice, and grow into a...Private practiceWork at office
Cozen O Connor
Boca Raton, FL1 day ago - ...Litigation Associate/Attorney Position Our client is a prestigious boutique law firm located in Boca Raton, dedicated to providing exceptional legal... ...efforts by building and maintaining client relationships, attending networking events, and participating in marketing...
JRG Partners Inc
Boca Raton, FL2 days ago - ...developing department . The firm has a junior associate already in place and is seeking an... ...matters, work directly with clients, and provide mentorship as the practice... ...business is not required ; existing client relationships are a plus Why Consider This Opportunity...Full time
Legal Search Solutions
Boca Raton, FL18 hours ago
