Average salary: $57,500 /yearly
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- ...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... ...and we are looking for a Client Service Associate to join our operations team! The Client...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be...SuggestedFull timeWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL4 days ago- ...financial guidance, investment management, and retirement planning services to individuals, families, and businesses. We are committed... ...are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position...SuggestedFull timeWork at officeLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL2 days ago $55k - $75k
Job Reference # 342519BR Job Type Full Time Key responsibilities 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...SuggestedFull timeWork at officeFlexible hours- ...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
- 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
- Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds...SuggestedFull timeWork at office
- ...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
- 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
- Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education...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
- Raymond James Boca Raton is seeking a Registered Client Service Associate to support financial advisors, clients, and branch staff with high-quality administrative service. The role emphasizes clear communication across phone, email, in-person, and virtual channels while...Suggested
- ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational support for high-net-worth clients and the firm's advisors. As the primary point of contact for service-related needs...SuggestedFull timeWork at officeLocal area
Ascendo Resources
Fort Lauderdale, FL1 day ago - ...serving many sophisticated U.S. and international high net worth clients, with focus on Latin America. Assistant Vice President –... ...investment trades, and ensuring seamless delivery of private banking services. Responsibilities include facilitating account openings,...SuggestedFull timeWork at office
Safra National Bank
Fort Lauderdale, FL2 days ago - ...This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL. Applying for this role is straight forward Scroll down and click on Apply to be considered for this position. Responsibilities Communicate...Suggested
Leeds Professional Resources
Hollywood, FL8 days ago - ...Position Overview AO Globe Life is hiring a Remote Financial Services Consultant to help clients explore insurance solutions that may support their financial protection needs. In this role, you will meet with individuals and families virtually, learn about their situation...Hourly payWeekly payFull timeFor contractorsLocal areaRemote work
AIL
Fort Lauderdale, FL4 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...Work at officeLocal area
Oppenheimer & Co. Inc.
Fort Lauderdale, FLa month 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...
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Banking organization, you will be based in Fort. Lauderdale, FL. PNC is an in-office company that...Temporary workWork experience placementWork at office
- Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day-to-day client operations, from onboarding and account maintenance to preparing for client meetings and ensuring...
- Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors 401(k) Health insurance Paid time off Vision insurance Position Summary We are seeking a highly organized and service-oriented Client Service Associate to provide day-to-day administrative...Full time
$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 office- 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...Work at officeLocal area
- ...accounts actually work. This role will support the day-to-day servicing and marketing process while developing technical knowledge and... ...combine big-broker capabilities with boutique advocacy, helping clients structure their risk strategically, while navigating the process...Part time
Ivy Risk Strategies
Fort Lauderdale, FL2 days ago - ...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...Local areaFlexible hoursNight shift
- ...ownership, work closely with senior leadership, and grow alongside the firm. We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support the firm’s broader investor relations efforts. The...Full timeWork at office
TRCM Labs Inc.
Fort Lauderdale, FL2 days ago - UBS, a global wealth manager, is seeking a Client Associate to support a Financial Advisory (FA) team in Boca Raton. You will keep client records current, educate clients on services, and assist with meeting materials and reports. Ideal candidates have Series 7 and 66 licenses...
$50k - $80k
...Hire | $50,000 - $80,000 DOE A growing and well-established wealth management and financial planning firm is seeking a Client Service Associate or Paraplanner to join its team in Boca Raton. This position can be tailored based on experience level and offers an...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
- UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting. Responsibilities include gathering...Part timeWork at office
