Average salary: $57,500 /yearly
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- ...investment management, and retirement planning services to individuals, families, and businesses... ...to integrity, transparency, and client-centered service, Stonebrook empowers its... ...seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida....SuggestedLocal areaImmediate start
Nashville Public Radio
Boca Raton, FL3 days ago - ...Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication... ...years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The...SuggestedWork at office
Ascendo Resources
Boca Raton, FL2 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... .... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial...SuggestedWork at officeImmediate start
Stifel Financial
Boca Raton, FL3 days ago - ...POSITION SUMMARY Registered Client Service Associates (CSAs) 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...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL2 days ago - ...Client Services Associate – ***Private Aviation Industry operations experience REQUIRED*** Location: Boca Raton, F LOn-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as neede d with this 2...SuggestedWork at officeMonday to Friday
Blue Coral Staffing Corp.
Boca Raton, FL8 hours ago - ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
- ...at 1 Town Center, Boca Raton, FL. 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....SuggestedWork at office
- Raymond James is seeking a Registered Client Service Associate in Boca Raton, Florida. This role involves providing high-quality administrative support to financial advisors, managing client interactions, and ensuring compliance with regulations. The ideal candidate will...Suggested
- Stifel in Boca Raton, Florida, is searching for a Client Services Associate (Registered) to provide vital support to Financial Advisors. This role involves assisting with client account management, maintaining records, and delivering excellent customer service. The ideal...Suggested
- 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
- Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors in maintaining client accounts and providing administrative services. The role involves clerical functions, customer service, and trade entries based on directives....SuggestedWork at office
- Job Summary Raymond James is seeking a dynamic Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors, their prospective and existing clients, and branch staff. The role requires effective communication across phone, email...SuggestedWork at office
- Stonebrook Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support... ...professional. The ideal candidate has 3+ years in financial services, strong communication skills, and is detail-oriented. Responsibilities...Suggested
- 100 Raymond James & Associates, Inc. in Boca Raton is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors. The role involves effective communication and requires strong organization skills in a fast-paced environment...Suggested
- Fwainvest is looking for a Senior Registered Client Service Associate in Boca Raton, FL. This role involves supporting financial advisors and providing administrative support to clients. The ideal candidate will possess excellent communication skills and experience in...Suggested
- 100 Raymond James & Associates, Inc. is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role requires effective communication skills and the ability to manage multiple tasks in...
- ...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently...Full time
Insight Global
Pompano Beach, FL1 day ago $57k - $65k
...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently...Full timeInsight Global
Pompano Beach, FL2 days ago- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
Arthur J. Gallagher & Co.
Boynton Beach, FL5 days ago - ...Client Service Associate (Part-Time) Location: Plantation, FL Schedule: In-office, Monday, Wednesday, Friday | 8:30 AM - 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal...Part timeWork at officeMonday to Friday
Modern Wealth Management
Plantation, FL2 days ago $18 - $21 per hour
...providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing... ...We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine...Full timeWork at officeCare Options For Kids
Delray Beach, FL2 days 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...Internship
- Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to...
- Fwainvest, located in Boca Raton, FL, is seeking a Registered Client Service Associate to support financial advisors and provide high-quality administrative assistance to clients. The ideal candidate will have strong communication skills, attention to detail, and experience...Remote job
- Arthur J. Gallagher & Co. (AJG) in Boynton Beach, Florida is seeking a Client Service Associate to join the Personal lines team. You'll support client needs by helping with renewals and processing certificates of insurance. The ideal candidate will have at least 1 year...Work at officeFlexible hours
- Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re... .... Overview At Gallagher, we’re looking for a Client Service Associate to join our Personal lines team. In this role, you’ll help clients...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$105k
...Job Description Job Description Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida , with 2–3 days...Remote jobWork at office2 days per week3 days per week- ...UBS in Boca Raton is looking for a dedicated team member to provide exceptional client service as part of a Financial Advisor team. The role includes updating management systems, educating clients, and preparing meeting materials. The ideal candidate has over 5 years...Work at office
UBS
Boca Raton, FL2 days ago - ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years of... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL4 days ago - ...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, FL4 days ago
