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
Stonebrook Wealth Partners
Boca Raton, FL1 day ago - ...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,...Suggested
Oppenheimer & Co.
Boca Raton, FL1 day ago - ...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
Morgan Stanley
Boca Raton, FL3 days ago - ...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...SuggestedWork at officeLocal area
Morgan Stanley
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
Boca Raton, FL5 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...SuggestedWork experience placementWork at office
- 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
- 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
- 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
- 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
$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...SuggestedFull timeWork at officeCare Options For Kids
Delray Beach, FL3 days ago- ...Our Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Fort Lauderdale, FL2 days ago - ...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
- ...Job Opportunity at Oppenheimer & Co. Inc. Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA's primary responsibility is to support Financial Advisors in sales...SuggestedWork at officeLocal area
- 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
- M organ Stanley in Fort Lauderdale seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will manage routine account inquiries, money movements, and onboarding, helping clients understand their investments...
- ...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
- ...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
- : Job Summary: The Customer Care Specialist is an in-office position and is the point person once a job has gone live into production. This position is responsible to manage all aspects of the job, ensuring that the jobs ship on time and to perform all customer communication...Full time
- ...Client Relations Associate iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds and... ...market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The...
ISAM
Boca Raton, FL3 days 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...Work at office
- ...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
UBS
Boca Raton, FL5 days ago - ...Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support... ...communication skills and 3+ years of experience in financial services. Responsibilities include managing client communications,...
Nashville Public Radio
Boca Raton, FL1 day 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 - ...Your role 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 and capabilities • help with the...Work at officeFlexible hours
UBS
Boca Raton, FL3 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 personal...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL3 days ago $60k - $75k
Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support, and...Work at office- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize... ...and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- ...TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you... ...Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail...Hourly payPart timeWeekend workAfternoon shift
$16 - $17 per hour
...Service Associate - Night Boca Raton, FL: 20841 FL-7 EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on. EōS Fitness...Hourly payDaily paidFull timePart timeFlexible hoursNight shiftWeekend workAfternoon shiftEŌS Fitness
Boca Raton, FL5 days ago
