Average salary: $30,120 /yearly

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  • Client Relationship Associate

     ...team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who...  ...and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady... 
    Suggested
    Hourly pay
    Full time
    Work at office

    Farther Finance, LLC

    Destin, Okaloosa County, FL
    4 days ago

  • Wealth Management Client Associate

     ...The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors...  ...environment. They should enjoy building strong client relationships and collaborating closely with Financial Advisors and other... 
    Suggested
    Full time
    Work at office

    Leeds Professional Resources

    North Miami, FL
    14 hours agonew

  • Senior Registered Client Associate

     ...We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral...  ...will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to... 
    Suggested
    Full time

    Leeds Professional Resources

    Miami, FL
    2 days ago

  • Client Success Associate

     ...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... 
    Suggested
    Full time
    Work at office

    Provenance Wealth Advisors

    Fort Lauderdale, FL
    1 day ago

  • Registered Client Associate

     ...We are seeking a detail-oriented and client-focused Registered Client Associate to support financial advisors and assist with the day-to-day servicing...  ...advisors with daily operations and overall client relationship management. Qualifications Active Series 7 and... 
    Suggested
    Full time

    Providence Talent Group

    Miami, FL
    1 day ago

  • Client Associate

     ...proactively go the extra mile with us to help clients? Are you focused on the details, even...  ...experience?We’re looking for a client associate to:• Help support client advisors in...  ...and support, Client advisory / Relationship management, Finance, Management and Business... 
    Suggested
    Work at office
    Flexible hours

    UBS

    Orlando, FL
    19 hours ago

  • Wealth Management Client Associate

     ...Wealth Management Client Associate Weeki Wachee, Florida To proceed with your application, you must be at least 18 years of age....  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Brooksville, Hernando County, FL
    2 days ago

  • Wealth Management Client Associate

     ...Merrill Wealth Management Client Service Support Merrill Wealth Management is a leading provider...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    The Villages, FL
    19 hours ago

  • Wealth Management Client Associate

     ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Merritt Island, FL
    4 days ago

  • Registered Client Associate

     ...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral... 
    Suggested
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Panama City, FL
    4 days ago

  • Registered Client Associate

     ...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...enhance client service delivery, and build strong, lasting relationships with our Brokerage Clients. Serves as a key point of... 
    Suggested
    Ongoing contract
    Work experience placement
    Immediate start

    Wells Fargo

    Sarasota, FL
    2 days ago

  • Registered Client Associate

     ...deeply personalized approach to serving our clients. We are passionate about helping...  ...maintains records and files utilizing Client Relationship Management (CRM) software. ~...  ...: Medical (firm pays majority for associate and family), Dental, Vision Insurance;... 
    Suggested
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Sarasota, FL
    3 days ago

  • Registered Wealth Management Client Associate

     ...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... 
    Suggested
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Naples, FL
    1 day ago

  • Wealth Management Client Associate

     ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Rockledge, FL
    2 days ago

  • Registered Client Associate

     ...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... 
    Suggested
    Full time
    Flexible hours

    RBC

    Palm Beach Gardens, FL
    19 hours ago

  • Registered Client Associate

     ...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... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Palm Beach Gardens, FL
    19 hours ago

  • Client Success Associate

     ...accessible, this is the place. About the Role This is the seller's champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are the person who makes sure... 
    Monday to Friday

    Commas

    Miami, FL
    19 hours ago

  • Client Services Associate

     ...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 time
    Work at office
    Local area

    Ascendo Resources

    Fort Lauderdale, FL
    3 days ago

  • Client Services Associate

     ...Client Service Associate Career path: CSA I -- CSA II -- CSA III -- Lead CSA About Us We are a growing, relationship-driven wealth management firm helping successful individuals, families, professionals, and business owners make confident financial decisions through... 
    Full time

    Financial Planner Recruiting, LLC

    Tampa, FL
    4 days ago

  • Client Service Associate (Wealth Management Team)

     ...and investment advisory solutions to our clients. Our tagline, Experience Something...  ...people who support them. The Client Service Associate plays an important role in bringing...  ...accurate service throughout the client relationship. This position works closely with financial... 
    Full time
    Work at office

    Adcock Financial Group

    Tampa, FL
    1 day ago

  • Client Service Associate - Wealth Management

     ...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... 
    Full time
    Work at office

    Ascendo Resources

    Boca Raton, FL
    4 days ago

  • Client Service Associate

     ...sophisticated portfolio management, ensuring that clients’ interests come first. For over a...  ...reporting within long-term client relationships. Role Description This is a full...  ...in Miami, FL, for a Client Service Associate. The Associate will support the firm’s... 
    Full time
    Work at office

    Element Pointe Family Office

    Miami, FL
    3 days ago

  • Client Services Associate

     ...customized investment solutions, exceptional client service, and a collaborative, high-...  ...full-time position of Client Services Associate , reporting to the Director of Client Services...  ..., asset and cash movements, and ongoing relationship support, ensuring effective coordination... 
    Full time
    Work at office
    Work from home
    1 day per week

    CV Advisors

    Aventura, FL
    19 hours ago

  • Registered Client Service Associates

     ...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... 
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Tampa, FL
    1 day ago

  • Registered Client Service Associate

     ...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.... 
    Full time
    Work at office
    Local area
    Immediate start

    Stonebrook Wealth Partners

    Boca Raton, FL
    4 days ago

  • Seasonal Client Associate - International Plaza

     ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours...  ...in this position description changes the at-will employment relationship existing between the Company and its employees. Distribution... 
    Seasonal work
    Weekend work
    Afternoon shift

    Travis Mathew

    Tampa, FL
    2 days ago

  • Client Service Associate - Dec '26/May '27 Grads

    Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero...  ...with satisfying resolutions.People First. You're a relationship builder who wants to help others, grow friendships, and supportAgile... 
    Full time

    ADP - Automatic Data Processing

    Miami, FL
    2 days ago

  • Client Service Associate

     ...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... 
    Full time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Boca Raton, FL
    2 days ago

  • Client Service Associate

     ...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 office
    Flexible hours

    UBS

    Fort Lauderdale, FL
    19 hours ago

  • Remote Climate Client Success Associate

    Climate Impact Partners is seeking a Client Services Associate to support a portfolio of client relationships within our Go to Market team. You will ensure consistent, high-quality post-sale support from onboarding through renewal, shaping processes as the function grows... 
    Remote job

    Climate Impact Partners

    Miami, FL
    19 hours ago