Average salary: $57,500 /yearly
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- ...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
Stifel Financial
Boca Raton, FL2 days ago - ...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
Morgan Stanley
Fort Lauderdale, FL1 day ago $33.28k - $85k
A financial services firm located in Deerfield Beach, Florida, seeks Client Service Associates to provide exceptional support to Financial Advisors and clients. Candidates should possess excellent interpersonal skills, a High School Diploma (college degree preferred),...SuggestedWork at office- ...POSITION SUMMARY 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...SuggestedFull timeWork at officeLocal area
- 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
- ...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing and we are looking for a Client Service Associate to join our operations team! The Client Service...SuggestedFull timeWork at officeHome office
- A leading financial services firm is looking for a Registered Client Service Associate in Boca Raton. The role involves modernizing client experience through exceptional service and assistance with firm solutions. Candidates should be bilingual in English and Spanish,...Suggested
$90k
...Client Service Associate (CSA) – Hybrid 2-3 Days Remote- to $90K 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 per week on-site and remote flexibility...SuggestedWork at officeRemote work2 days per week3 days per week- POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...SuggestedLocal area
- 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
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office
- ...Service Associate Service Associates perform operational support and oversight on behalf of the Market as well as general management support... ...) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...SuggestedWork at officeRemote workHome officeNight shift
Morgan Stanley
Boca Raton, FL1 day ago - ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Suggested
- A leading financial services firm in Boca Raton seeks a Registered Client Service Associate. This role encompasses assisting advisors with financial plans, preparing client meeting summaries, and managing administrative duties. Candidates should possess a bachelor's degree...Suggested
- ...provide permanent benefits for union and association members across the United States. We are... ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate... ...teams to stay updated on new products, services, and policies Engage w/ clients in a...SuggestedRemote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Boca Raton, FL1 day ago - ...Client Solutions Associate specializing in life insurance and financial protection, dedicated to helping individuals and families secure their... ...relationships, providing clear guidance, and delivering dependable service. Responsibilities include, but are not limited to: #...Full time
Zuzick Organization of Globe Life
Boca Raton, FL4 days ago - ...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
- ...location is 1200 Weston Road, Weston, FL. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Full timePart timeSecond jobWork at office
- ...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...Full timeWork at officeLocal area
$50k - $65k
...divh2Client Service Associate/h2pAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to... ...aspirations, and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments...- ...Client Associate At J.P. Morgan Advisors 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...Local area
$90k - $115k
...Transaction Advisory Services Senior Associate Join Aprio's Transactional Advisory Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Transaction...Full timeLocal areaRemote workFlexible hours- ...skills become instrumental in shaping global security, guiding clients through a multifaceted and challenging landscape. Your journey... ...This position supports the successful transition from initial service request to service delivery by coordinating intake activities,...Flexible hoursShift workNight shiftWeekend work
Crisis24
Boca Raton, FL2 days ago - ...JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S BOCA RATON MEN'S SHOP OBJECTIVE OF THE POSITION... ...company. They are responsible for providing excellent customer service and adhering to visual merchandising and operational standards....Full timeTemporary workCasual workCurrently hiringFlexible hours
James Perse Los Angeles
Boca Raton, FL3 days ago - ...Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand's values in... ...retail experience, hospitality or other relevant client-oriented/service roles are acceptable. Special Skills and Personal Attributes...Part timeWork experience placementFlexible hours
Moncler Group
Boca Raton, FL3 days ago $18.87 - $24.53 per hour
..., Express Care Clinics, Free Standing ED and BHMG Physicians. Provides accurate and timely laboratory information to clients. Performs courier services as required. Registers patients in HIS Financials. Estimated pay range for this position is $18.87 - $24.53 / hour depending...$20 - $25 per hour
...in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace... ...not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is...Hourly payFull timeWork experience placementWork at officeLocal areaFlexible hoursStout
Boca Raton, FL2 days ago- ...of love and passion, talents and out of the box thinkers. Overview: The Client Advisor/ Key holder serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving...Flexible hoursAfternoon shiftEarly shift
OTB Group
Boca Raton, FL3 days ago $17 per hour
...Legal Mail Services Associate IST Management is seeking a Legal Mail Services Associate to join our Fort Lauderdale team! The Legal Mail... ...delivery of mail and packages throughout firm to appropriate client personnel, shipping and receiving, vendor relations (USPS, UPS...Hourly payWork at officeMonday to FridayIST Management
Fort Lauderdale, FL2 days ago- ...Join Our Team as a Guest Service Associate! We are seeking enthusiastic individuals who love working in a team environment and are committed to providing an outstanding experience for our guests. Enjoy a vibrant work culture where your coworkers become friends, and...Full timeTemporary workLocal areaFlexible hoursShift work
Panda Restaurant Group
Deerfield Beach, FL1 day ago
