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- Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area. You will assist Financial Advisors in administering and marketing client activities, while coordinating productivity-based campaigns...Suggested
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...will you do? Build and maintain professional relationships with clients by assisting them and answering account...SuggestedFull timeFlexible hours
Royal Bank of Canada
Boca Raton, FL2 days ago - ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account questions...SuggestedFull timeFlexible hours
RBC
Boca Raton, FL2 days ago - ...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, FL5 days ago - ...Position Overview The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management... ...requirements Partner with Financial Advisors, Relationship Managers, and Client Service teams to resolve operational...SuggestedFull timeWork at office
Ascendo Resources
Boca Raton, FL2 days ago - ...are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position... ...website updates, and client events. Support the firm’s relationships with attorneys, CPAs, and other strategic partners....SuggestedFull timeWork at officeLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL8 hours ago - ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client... ...support; responsible for using the client relationship model and turnkey tools. Activities may...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Boca Raton, FL3 days ago - ...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 transparency...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial... ...dedicate more time to client-facing activities and strategic relationship management. Technical Responsibilities Prepare and...SuggestedFull timeWork at office
Provenance Wealth Advisors
Fort Lauderdale, FL2 days ago - 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
- ...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
- 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...SuggestedWork at officeLocal area
- ...advisors and their prospective and existing clients and other branch staff team members.... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...maintains records and files utilizing Client Relationship Management (CRM) software. Assists...SuggestedWork experience placementWork at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...maintains records and files utilizing Client Relationship Management (CRM) software. Assists...SuggestedWork experience placementWork at office
- 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...SuggestedWork at officeLocal areaWork visa
$80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be...Full timeWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL1 day ago- ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and... ...with account servicing, onboarding, and ongoing client relationship management Prepare and process account documentation,...Full timeWork at officeLocal area
Ascendo Resources
Fort Lauderdale, FL4 days ago - ...Do you know how to take care of people?We’re looking for a Client Service associate to:• Keep management systems up-to-date with client... ...management, administration and support, Client advisory / Relationship management, Equities, Finance, Investment Banking, Management...Work at officeFlexible hours
UBS
Fort Lauderdale, FL1 day ago - 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...
- ...Senior Client Associate A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members...Work at officeLocal area
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment. The...Flexible hours
- ...Client Service Associate / Paraplanner A growing and well-established wealth management and financial planning firm is seeking a Client Service... ..., planning preparation, investment reporting, and ongoing relationship management. Key Responsibilities Serve as a primary...Work at office
- ...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...Full timeFlexible hours
- ...Life is hiring a Remote Financial Services Consultant to help clients explore insurance solutions that may support their financial protection... ...timely follow-up communication Build professional client relationships Participate in ongoing training and coaching What We...Hourly payWeekly payFull timeFor contractorsLocal areaRemote work
AIL
Fort Lauderdale, FL7 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, FLmore than 2 months 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...
- 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 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
- 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
- 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...
