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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... ...reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving....SuggestedWork at officeImmediate start
Stifel Financial
Boca Raton, FL4 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient...SuggestedRemote jobWork experience placementWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...professional manner. Analyze problems and establish solutions in a fast paced environment. Handle stressful situations...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... ...current Identify and assist with Firm services and solutions that support clients’ needs including banking products and...SuggestedWork at officeLocal area
- Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This role offers the opportunity to... ...skills. Ability to work independently and develop creative solutions. Current member of the Florida state bar in good...SuggestedRemote work
- ...Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors with client communication and operational activities. The ideal candidate will have over 2 years of experience in wealth management or financial advisory...SuggestedWork at office
Ascendo Resources
Boca Raton, FL3 days ago - Stonebrook Wealth Partners is seeking a Registered Client Associate in Boca Raton, Florida. The role involves providing administrative support and ensuring a positive client experience. Ideal candidates will have strong communication skills and 3+ years of experience in...Suggested
- ...businesses. With a commitment to integrity, transparency, and client-centered service, Stonebrook empowers its clients to make informed... ...their money. We are seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida. This is an exciting opportunity...SuggestedLocal areaImmediate start
Nashville Public Radio
Boca Raton, FL4 days ago $57k - $65k
...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...SuggestedFull timeInsight Global
Deerfield Beach, FL18 hours ago- ...Client Services Associate – ***Private Aviation Industry operations experience REQUIRED*** Location: Boca Raton, Florida On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as neede d with this...SuggestedWork at officeMonday to Friday
Blue Coral Staffing Corp.
Boca Raton, FL20 hours ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is comfortable...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties and Responsibilities Assist Financial Advisors in...SuggestedWork at office
- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they... ...clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure every client...SuggestedFull timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- 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
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...Gallagher, we’re looking for a Client Service Associate to join our Personal lines team. In this... ...and deliver tailored insurance solutions. You’ll work closely with colleagues to...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
- 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....Work at office
- Job Summary Raymond James is seeking a dynamic Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors, their prospective and existing clients, and branch staff. The role requires effective communication across phone, email...Work 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...
- Raymond James is seeking a Registered Client Service Associate in Boca Raton, Florida. This role involves providing high-quality administrative support to financial advisors, managing client interactions, and ensuring compliance with regulations. The ideal candidate will...
- Stonebrook Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support for financial advisors, ensuring client communications are timely and professional. The ideal candidate has 3+ years in financial...
- ...UBS in Boca Raton is looking for a dedicated team member to provide exceptional client service as part of a Financial Advisor team. The role includes updating management systems, educating clients, and preparing meeting materials. The ideal candidate has over 5 years...Work at office
UBS
Boca Raton, FL3 days ago - BCG Attorney Search is seeking a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This position allows you to handle sophisticated estate planning and trust administration matters while engaging with local communities. The ideal candidate has...Local areaRemote work
- 100 Raymond James & Associates, Inc. in Boca Raton is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors. The role involves effective communication and requires strong organization skills in a fast-paced environment...
- 100 Raymond James & Associates, Inc. is seeking a dynamic Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role requires effective communication skills and the ability to manage multiple tasks in...
- Fwainvest is looking for a Senior Registered Client Service Associate in Boca Raton, FL. This role involves supporting financial advisors and providing administrative support to clients. The ideal candidate will possess excellent communication skills and experience in...
- ...Jackson Hewitt - JobID: 100-169321617 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
Jackson Hewitt
Fort Lauderdale, FL18 hours ago - ...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours
- 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...
- Fwainvest, located in Boca Raton, FL, is seeking a Registered Client Service Associate to support financial advisors and provide high-quality administrative assistance to clients. The ideal candidate will have strong communication skills, attention to detail, and experience...Remote job
