Average salary: $57,500 /yearly
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- ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedWork at officeLocal areaWork visa
Morgan Stanley
Boca Raton, FL2 days ago $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...SuggestedWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL22 days ago- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...SuggestedWork at officeImmediate start
- POSITION SUMMARY Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full...SuggestedWork at officeLocal area
- UBS in Boca Raton is seeking a client associate to join the Wealth Management team in a full-time, in-office role at the Boca Raton Branch.... ...client meetings. Key duties include educating clients on account services, preparing reports, gathering documentation for new accounts,...SuggestedFull timeWork at office
- 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...SuggestedFull timeWork at office
- ...financial guidance, investment management, and retirement planning services to individuals, families, and businesses. We are committed... ...are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position...SuggestedFull timeWork at officeLocal areaImmediate start
- 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...Suggested
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork 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...Suggested
$55k - $75k
Job Reference # 342519BR Job Type Full Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services...SuggestedFull timeWork at officeFlexible hours- Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedWork at officeLocal areaWork visa
- ...Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors ~401(k) ~ Health insurance ~ Paid time off ~ Vision insurance Position Summary We are seeking a highly organized and service-oriented Client Service Associate to provide day-...SuggestedFull time
CrossMMG, LLC
Delray Beach, FL23 hours ago - ...Title To provide superior standards of service to an assigned portfolio of customers (personal... ...by the Bank for the international client. Ensures transactions are processed within... .../ services, as well as the processes associated to the delivery of these products and services...SuggestedTemporary workWork experience placement
disABLEDperson Inc
Hollywood, FL4 days ago - ...are seeking several motivated individuals to join our Financial Services Representative team. The ideal candidate will have a strong... ...your responsibilities within IBKR: Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment...Work at officeLocal areaRemote work
Pro Selection Capital Humano
Fort Lauderdale, FL1 day ago - ...(NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in... ...focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...Work at officeLocal areaRemote workWorldwide
Interactive Brokers
Fort Lauderdale, FL4 days ago - ...Registered Client Service AssociateRegistered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Work at officeLocal area
Morgan Stanley
Fort Lauderdale, FL23 hours ago - ...Description JOB DESCRIPTION • Serve as a point of contact for clients via phone and email. • Assist with account maintenance,... ...industry rules, and compliance requirements relevant to client service and operations. • Participate in branch operations meetings,...Work at office
Insight Global
Pompano Beach, FL1 day ago $55k - $65k
...Job Description Job Description Client Service & Operations Associate Firm: Sterling Wealth Advisors®, a fee-only Registered Investment Adviser Location: Fort Lauderdale, FL (mostly remote) Employment type: Full-time (40 hours/week) Reports to: Founder /...Full timeSummer workWork at officeRemote workSTERLING WEALTH ADVISORS
Fort Lauderdale, FL5 days ago- ...ownership, work closely with senior leadership, and grow alongside the firm. We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support the firm’s broader investor relations efforts. The...Work at office
LinkedIn
Fort Lauderdale, FL1 day ago - ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, handling client inquiries, documentation, and education on services. The role emphasizes accuracy, risk awareness, and proactive client advocacy within the advisor...
- ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA...Work at officeLocal area
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Banking organization, you will be based in Ft. Lauderdale, FL. PNC is an in-office company that...Full timeTemporary workPart timeWork experience placementWork at office
PNC Bank
Fort Lauderdale, FL5 days ago - ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Full timeLocal areaFlexible hoursNight shift
Marsh McLennan
Fort Lauderdale, FL16 hours ago - ...skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their... ...exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma...Full timeInternship
- ...Bank of America Wealth Management seeks a Client Associate to provide dedicated service to Financial Advisors and clients in Plantation, FL. You will support enterprise objectives, ensure accuracy of client materials, and promote banking solutions while upholding risk...
Bank of America
Plantation, FL2 days ago - ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you...Full timeFlexible hours
Royal Bank of Canada
Boca Raton, FL3 days ago - ...Senior Client AssociateA Private Advisor team within our Rockefeller Global Family Office... ...its growing team as a Senior Client Associate. The Senior Client Associate will work with... ...work as neededProvide top quality service to clients and complete administration of...Work at officeLocal area
Rockefeller Financial
Boca Raton, FL1 day ago
