Average salary: $57,500 /yearly
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- ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
- 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
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry...SuggestedFull timeWork experience placementWork at office
- 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
- Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household...Suggested
- Client Services & Operations Associate - ***Private Aviation Industry operations experience highly preferred*** On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation...SuggestedWork at officeMonday to Friday
- Blue Coral Staffing Corp. seeks a highly organized Client Services & Operations Associate for a fast-paced private aviation environment. You will act as a liaison among aviation advisors, clients, operators and vendors, managing trip execution from inquiry through post...Suggested
- ...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...SuggestedPart timeWork at officeMonday to Friday
Modern Wealth Management
Fort Lauderdale, FL3 days ago - ...Job Description • Serve as a point of contact for clients via phone and email. • Assist with account maintenance, including opening... ...industry rules, and compliance requirements relevant to client service and operations. • Participate in branch operations meetings,...SuggestedWork at office
Insight Global
Coconut Creek, FL2 days ago - ...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, FL14 days ago - 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...Suggested
- ...Financial Services Representative Interactive Brokers Group, Inc., a member of the S&P 500, is a global financial services company... ...has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...SuggestedWork at officeLocal areaRemote workWorldwide
- 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 trusted...SuggestedWork at officeLocal area
- ...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
- ...Client Service Associate At MMA Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day...SuggestedLocal areaFlexible hoursNight shift
- ...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...Work at office
Express Employment Professionals
Boynton Beach, FL15 days ago - ...Description To provide superior standards of service to an assigned portfolio of customers (... ...by the Bank for the international client. Review and verify documentation and... .../ services, as well as the processes associated to the delivery of these products and services...Work experience placement
- ...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Ft. Lauderdale, FL....Local area
- ...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
- ...Client Relations Associate Boca Raton iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of... ...electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The...
- ...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...Full timeSeasonal workWork at officeDay shift
- ...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 - About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
Boca Raton, FL3 days ago - ...opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC'... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL5 days ago - Your role We are looking for a Client Associate to: 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 meetings collect the right documentation...Part timeWork at office
- ...a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales...Seasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...InternshipWork at officeFlexible hoursShift workDay shift
- ...Job Description Job Description The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments...Work experience placement
- ...patients and their families and increases overall well-being. Provides feedback to staff and management. Utilizes excellent customer service skills by responding to minor problems requests complaints and unmet needs of patients and their families. Education: *...Shift work
BHN
Deerfield Beach, FL3 days ago - ...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...Remote work
Prime Headhunting and Recruiting, Inc.
Boca Raton, FL3 days ago
