Average salary: $30,120 /yearly

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  • Registered Private Wealth Client Associate

     ...Registered Private Wealth Client Associate Tampa, Florida;Atlanta, Georgia; Miami, Florida; Miami, Florida; Charlotte, North Carolina...  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Tampa, FL
    5 days ago

  • Client Success Associate

     ...of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing...  ...Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional... 
    Suggested
    Work experience placement
    Casual work
    Work at office
    Local area
    Relocation
    Relocation package
    Day shift

    Arrive Logistics

    Tampa, FL
    1 day ago

  • Registered Wealth Management Client Associate

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

    Bank of America

    Boca Raton, FL
    1 day ago

  • Client Success Associate

     ...bringing passion and customer focus to the business. The Client Success Associate at Provenance Wealth Advisors plays a critical role in...  ...dedicate more time to client-facing activities and strategic relationship management. DESCRIPTION Technical Responsibilities... 
    Suggested
    Work at office

    Provenance Wealth Advisors

    West Palm Beach, FL
    3 days ago

  • Client Success Associate

     ...Job Description Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology...  ..., and support documentation. Build strong client relationships through consistent follow-up and proactive communication.... 
    Suggested
    Full time
    Part time
    Internship
    Work at office

    SMArtX Advisory Solutions

    West Palm Beach, FL
    2 days ago

  • Technical Client Success Associate (TCSA)

     ...information, visit Candidate Profile: The Technical Client Success Associate (TCSA) is a key member of the Client Success team,...  ...solution. The TCSA works proactively to manage client relationships, address day-to-day inquiries, and identify potential risks... 
    Suggested
    Immediate start
    Remote work
    Weekend work
    Afternoon shift

    SOE Software

    Tampa, FL
    6 hours ago

  • Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English

     ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client...  ...Cultivate and enhance new and existing client relationships through active communication with clients, processing client... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    1 day ago

  • Client Service Associate

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
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    Jackson Hewitt

    Land O Lakes, FL
    6 hours ago

  • Client Support Associate

     ...environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring... 
    Suggested
    Full time
    Part time
    Seasonal work
    Local area
    Flexible hours
    Shift work

    Jackson Hewitt

    Temple Terrace, FL
    3 days ago

  • Client Service Associate

     ...Join to apply for the Client Service Associate role at Ita USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems... 
    Suggested
    Full time

    I.T.A., Inc.

    Doral, FL
    6 hours ago

  • Client Sales Associate

    $42k - $62k

     ...Management Group, we are seeking a motivated and enthusiastic Client Sales Associate to join our growing Tampa-based team. In this customer-...  ...help enhance customer experiences, foster lasting client relationships, and contribute directly to our business growth. Key Responsibilities... 
    Suggested
    Full time

    Infinity Management Group LLC

    Dover, FL
    1 day ago

  • Registered Client Service Associate- Miami, FL

     ...Raymond James Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch...  ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    4 days ago

  • Registered Client Service Associate

     ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Suggested
    Work at office
    Local area

    PowerToFly

    Fort Lauderdale, FL
    4 days ago

  • Senior Registered Client Service Associate- Boca Raton, FL

     ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members...  .... Trading terminology. Skill in: Client Relationship Management (CRM) software, or similar contact management software... 
    Suggested
    Work at office

    Raymond James Financial Services

    Boca Raton, FL
    4 days ago

  • Wealth Client Services Associate

     ...A financial services company in Fort Lauderdale is seeking a Registered Client Service Associate to enhance client relationships and provide administrative support. Responsibilities include assisting Financial Advisors, executing transactions, and onboarding clients.... 
    Suggested
    Work at office

    PowerToFly

    Fort Lauderdale, FL
    3 days ago

  • Client Service Associate

     ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful... 
    Work at office
    Local area

    PowerToFly

    Doral, FL
    1 day ago

  • Registered Client Service Associate (Fort Lauderdale, FL)

     ...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 office
    Local area

    Oppenheimer & Co.

    Fort Lauderdale, FL
    1 day ago

  • Registered Client Service Associate- Boca Raton, FL

     ...Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description...  ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with... 
    Full time
    Work experience placement
    Work at office

    Raymond James

    Boca Raton, FL
    1 day ago

  • Client Services Associate

     ...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand...  ...to quality, detail focused on all levels People and relationship-driven Proficiency with Mac Operating System, IOS... 
    Work at office

    RH-USA Inc

    West Palm Beach, FL
    4 days ago

  • Client Service Associate

    $50k - $55k

     ...long-term pathways for success. Job Description The Client Service Associate will play an essential role in ensuring a seamless, positive...  ...reflects our commitment to quality and long-term relationship building. Responsibilities Serve as a trusted... 
    Full time

    Alphabe Insight Inc

    Doral, FL
    1 day ago

  • Client Service Associate - Private Bank

     ...Overview As a Client Service Associate within PNC Private Bank, you will be based in Ft. Lauderdale, FL. The position is primarily based...  ...service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gather required... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work

    PNC

    Fort Lauderdale, FL
    2 days ago

  • Client Relationship Associate (Portuguese Speaker)

     ...Job Position Responsibilities include but are not limited to: Develop and maintain strong relationships with clients in order to maximize their banking experience. Act as a liaison between client and all back-office departments to ensure prompt and accurate service... 

    Valley National Bancorp

    Miami, FL
    4 days ago

  • Financial Advisory Client Services Associate

     ...A leading financial institution in Fort Lauderdale seeks a Registered Associate II to manage client relationships and support financial advisors. This office-based role requires expertise in investment products and exceptional communication skills. Ideal candidates will... 
    Work at office

    Northern Trust

    Fort Lauderdale, FL
    4 days ago

  • Remote Client Success Associate

     ...- Globe Life/AIL we provide permanent benefits for union and association members across the United States. We are looking to expand our...  ...Answering incoming customer inquiries Booking appointments w/ clients to go over their coverage options Collaborate w/ management... 
    Remote job
    Permanent employment
    Full time
    Work from home

    Globe Life American Income Division: Sparby Organization

    Orlando, FL
    3 days ago

  • Entry-level Client Strategy Associate

     ...About the Role: We are seeking motivated individuals to join our growing remote team as a Client Strategy Associate. This is an entry-level opportunity designed for candidates who are eager to learn, work with clients, and develop long-term leadership skills. No prior... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Hialeah, FL
    2 days ago

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Miami Client Relationship Management, Associate - Miami

     ...Description Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients...  ...support all aspects of our business from an operational and relationship management perspective. You must be fluent in English and... 
    Local area

    Goldman Sachs

    Miami, FL
    5 days ago

  • Registered Client Associate

     ...Your role • Conduct order entry functions supporting the Financial Advisor 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... 
    Work at office
    Flexible hours

    UBS

    Miami, FL
    1 day ago

  • Corporate Actions Client Support Associate Director

     ...Corporate Actions Client Support Associate Director Join to apply for the Corporate Actions Client Support Associate Director role at The...  ...ensure timely resolutions are provided and strengthen the relationship between DTC and its clients. Corporate Actions Client Support... 
    Full time
    Temporary work
    Remote work
    Flexible hours

    The Depository Trust & Clearing Corporation

    Tampa, FL
    1 day ago

  • Client Experience Associate

     ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Pinecrest Branch, 1... 
    Full time
    Temporary work
    Part time
    Work experience placement

    PNC Financial Services Group

    Miami, FL
    9 days ago

  • Remote Client Services Associate Benefits & Growth

     ...A leading benefits solutions company is seeking individuals to work virtually from anywhere, providing personalized solutions to clients. You will engage with clients to present insurance products and manage their appointments. This role includes comprehensive training... 
    Weekly pay
    Remote work

    Medium

    Fort Lauderdale, FL
    1 day ago