Average salary: $57,500 /yearly
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- ...Please review the following : Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...SuggestedFull timePart timeWork at officeShift workDay shift
Truist Bank
Boca Raton, FL3 days ago - ...Job Description Job Description Description The Client Service Associate is responsible for providing day-to-day service and operational support to clients and Financial Advisors. This role serves as a primary point of contact for client inquiries, account-related...SuggestedWork at officeFlexible hours
Concurrent Investment Advisors
Boca Raton, FL9 days ago - ...Reference #343184BRCityFort LauderdaleJob TypeFull Time Key responsibilitiesAre you truly service oriented? 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 information• Educate clients on...SuggestedWork at officeFlexible hours
- ...POSITION SUMMARY 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 in this role build...SuggestedFull timeWork at officeLocal area
- ...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...SuggestedFull timeWork at officeLocal area
Morgan Stanley
Fort Lauderdale, FLmore than 2 months ago - ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...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...SuggestedWork at officeLocal area
Oppenheimer & Co. Inc.
Fort Lauderdale, FLa month ago - ...Job Description Job Description Position Summary The Client Service Associate serves as a key member of our client service and operations team, acting as a primary liaison between clients and advisors. This individual plays a vital role in delivering an exceptional...SuggestedWork at office
Express Employment Professionals
Boynton Beach, FLa month 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...SuggestedFull timeInternship
- ...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 personal...SuggestedFull timeSeasonal workWork at officeDay shift
- ...Job Description Job Description The Wealth Management Client Services Associate is responsible for providing superior standards of service to an assigned portfolio of affluent and high net worth customers with the objective to strengthen customer loyalty and retention...SuggestedTemporary workWork experience placementWork at office
- ...Senior Client Associate A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to... ...events Administrative work as needed Provide top quality service to clients and complete administration of client accounts...SuggestedWork at officeLocal area
$65.1k - $92.9k
...Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...SuggestedFull timeLocal area- ...we are on the hunt for a dynamic Senior Associate Attorney to join their General Liability... ...dedication and unwavering commitment to their clients have firmly established their standing... ...an uncompromising dedication to client service and the firm's values. Key...SuggestedRemote work
Prime Headhunting and Recruiting, Inc.
Boca Raton, FL4 days ago $120k - $180k
...team provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering highly personalized client service. This is an excellent opportunity to join a respected firm and work directly with complex, high-value matters. Base Pay Range $...SuggestedFull timeStealth
Boca Raton, FL1 day ago- ...passionate, take ownership and always do what’s right for our clients, people and communities.Why Colliers?Our enterprising environment... ...to help you lead the industry into the future. As a Valuation Services Director, you will perform top-tier valuation services to obtain...Full timeTraineeshipWork experience placementWork at officeLocal areaVisa sponsorshipWork visa
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach,... ...trusts and estates Strong written, verbal, and client service skills Team-oriented with ability to work independently...Private practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FLa month ago - ...Career Growth Opportunities Job Summary: The Automotive Service BDC Representative is responsible for taking inbound service calls... ...serviced. In addition, making outbound calls to prospective clients to schedule service appointments. This role involves contacting...Work at officeRemote workWork from homeFlexible hoursShift workNight shiftDay shiftAfternoon shift
CALL TEAM SIX LLC
Boca Raton, FL4 days ago $85 - $125 per hour
...questions, and transactional risks. Commercial Finance & Association Lending Represent lender clients in commercial loan originations, including loans to... ...Just high-quality legal work and the kind of client service that earns referrals. Equal Opportunity &...Hourly payContract workFor contractorsRemote work10 hours per weekFlexible hoursVellum Law
Boca Raton, FL2 days 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...Seasonal workWork at officeWork from homeShift workDay shift
- ...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...Seasonal workWork at officeShift workDay shift
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Full timeFlexible hours
- ...market. Providing world class services to up and coming businesses, large... ...Account Coordinator plays a vital role in client relationship management, responsible for... ...previous administrative experience a plus * Associates Degree or equivalent Equal Employment...Full time
Cosmetic Solutions
Boca Raton, FLmore than 2 months ago - ...Job Description Job Description CRE Client Services Specialist Full-Time | Onsite in Boca Raton, FL A leading boutique commercial real estate firm is seeking a proactive, highly organized CRE Client Services Specialist to support its Boca Raton-based advisory...Full timeWork at office
Enterprise Recruiting Company
Boca Raton, FLa month ago - ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Work experience placementWork at office
- ...for a motivated and personable Customer Service Agent to join our team in Boca Raton, FL... ...respected financial services firm, helping clients navigate their needs with confidence and... ...school diploma or equivalent required; Associate's or Bachelor's degree preferred...
Muriel Siebert & Co Inc
Boca Raton, FLa month ago - ...Moncler in Boca Raton seeks a Client Advisor to deliver the trusted Moncler Client Promise, create an welcoming environment, and guide... ...at least 2 years in luxury retail or related client-focused service, with strong English communication and a fashion-forward mindset...
Moncler
Boca Raton, FL20 hours ago - ...Veterinary Eye Institute (VEI) Client Service Representative Veterinary Eye Institute (VEI) is the leading veterinarian-owned and led network of stand-alone ophthalmology practices. We help our patients receive advanced medical treatments and innovations. We treat...Temporary workShift work
- ...has an exciting full-time employment opportunity for an Associate in the Private Wealth Services Group in our Fort Lauderdale office. We offer... ...0; the Attorney will have the opportunity to work with clients, large and small, from variety of industries across the...Full timeInternshipWork at office
- ...Overview of the Assistant Manager of Sales and Service role You will support the management... ...while serving as a role model for sales associates in sales generation and service by... ...Philosophy· Ensure timely resolution of client service issues including delivery/pick-up...Full timePart timeH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work
