Average salary: $57,500 /yearly
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- ...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 - ...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 - ...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
- 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
- ...independent wealth management practice is seeking a polished and client-focused professional to support advisors with client... ...administrative and operational functions to ensure a high level of service and efficiency across the practice. #J-18808-Ljbffr Ascendo ResourcesSuggested
- ...very different from a large corporate environment. Here, you are not a number—you are a core member of a close-knit team. Client Service Associate What You’ll Do Serve as a primary point of contact for clients, delivering high‑touch, professional service. Coordinate...Suggested
- 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
- 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 Advisor...SuggestedWork at officeImmediate start
- ...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 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
- 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
- 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
- ...Professionals, published in partnership with Forbes. Our clients are asset managers — the firms whose products sit on the... ...and media, and it matters. About the Role As a Client Services & Sales Support Associate, you will be the operational backbone that keeps SHOOK’s...SuggestedContract workWork 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...SuggestedWork at officeLocal area
Morgan Stanley
Fort Lauderdale, FL1 day 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 for someone...Part timeWork at officeMonday to Friday
Modern Wealth Management
Plantation, FL5 hours agonew $18 - $21 per hour
...best‑in‑class pediatric nursing, therapy, and school‑based services. We seamlessly integrate into children’s lives by bringing... ...balance. 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- ...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, FL5 hours agonew - ...is seeking a dedicated professional for a role within their Client Services team. Job Responsibilities The responsibilities within... ...Commuter FSAs) ~ Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees ~ Education...Temporary workLocal areaFlexible hours
- ...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...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
- ...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
- ...Customer Service Representative To provide superior standards of service to an assigned... ...by the Bank for the international client. Ensures transactions are processed within... .../ services, as well as the processes associated to the delivery of these products and services...Temporary workWork experience placement
- 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...
- ...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
- ...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...Work experience placementWork at office
- ...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 $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- Bank of America is seeking a Registered Wealth Management Client Associate in Boca Raton, Florida. In this role, you will provide dedicated... ...Advisors, engaging frequently with clients to ensure exceptional service. The ideal candidate will hold required FINRA licenses and...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
- ...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...Seasonal workWork at officeWork from homeShift workDay shift
