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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 officeCozen O Connor
Boca Raton, FL4 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
UBS
Boca Raton, FL4 days ago - ...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
94-1687665 Bank of America, National Association
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 - ...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, FL5 days ago - ...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... ...for a role where you can have real impact, build deep relationships with clients, and grow with a boutique family practice...Suggested
Montanti Advisory Service
Boca Raton, FL4 days ago - ## Client Experience AssociateApplylocations: FL - Deerfield Beach (33441)time type: Full timeposted on: Posted Todayjob requisition... ...to contribute to the company’s success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC's Retail...SuggestedWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL4 days 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 where...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Deerfield Beach, FL5 days ago - ...Merrill Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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 area
Morgan Stanley
Fort Lauderdale, FL5 days ago - ...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 Services & Operations Associate – ***Private Aviation Industry operations experience REQUIRED*** 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...SuggestedWork at officeMonday to Friday
Blue Coral Staffing Corp.
Boca Raton, FL4 days ago - ...Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors...SuggestedWork experience placementWork at office
Raymond James Financial Services
Hallandale Beach, FL5 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...SuggestedWork at office
Ascendo Resources
Boca Raton, FL1 day ago - ...professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and... ..., but not required • Ability to develop strong client relationships • Excellent oral and written communication skills •...Full time
Insight Global
Pompano Beach, FL5 days 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 find...Work at officeImmediate start
Stifel Financial
Boca Raton, FL2 days ago - POSITION SUMMARY:Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...SUPPORTCultivate and enhance new and existing client relationships through active communication with clients, processing client...Work 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....
- ...backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeWeekend workAfternoon shift
- ...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, FL3 days ago $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 officeCare Options For Kids
Delray Beach, FL1 day ago- ...professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and... ..., but not required • Ability to develop strong client relationships • Excellent oral and written communication skills •...Full time
- ...growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are...Remote jobFlexible hours
- ...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
$125k - $150k
...with the firm's full support and resources behind you. Work directly alongside the firm's founder on high‑level strategy, client relationships, and firm growth. Represent clients in trial — including jury trials and bench trials — with confidence and competence....Work at officeSasson Law Firm
Boca Raton, FL5 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...Full timeContract workTemporary workLocal areaFlexible hours
Jushi Holdings Inc
Boca Raton, FL1 day ago $135k - $185k
...organizations, government agencies and community associations who call Florida home. We have built a... .... We pride ourselves on offering our clients representation from diverse backgrounds... ...capacity to build and maintain client relationships. Jobot is an Equal Opportunity Employer...Permanent employmentContract workLocal areaAustralia-Employment
Boca Raton, FL5 days ago- ...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...Part timeWork at officeLocal areaImmediate startShift work
AYR Wellness
Boca Raton, FL2 days ago - ...recovery and family and/or psycho-educational groups outcomes for client. Collaboratively works with peers in the development of a... ...barriers to good mental health. Develops effective working relationships with agencies, organizations, and community members to respond...Hourly payTemporary workLocal areaFlexible hours
Lord's Place Inc
Boca Raton, FL5 days ago
