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- ...and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...while customizing solutions based on their specific needs. The successful candidate will serve as the most frequent point of contact...SuggestedSeasonal 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... ...and influence operational best practices. The successful candidate will demonstrate strong ownership,...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 everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...SuggestedWork at officeImmediate start
Stifel Financial
Boca Raton, FL2 days ago - Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors in maintaining client accounts and providing... ...Stifel offers a chance to be part of a respected firm dedicated to client success. #J-18808-Ljbffr Stifel Financial Corp.SuggestedWork at office
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Fort Lauderdale, FL9 hours ago - ...Client Relations Associate iSAM is an innovative, financial technology firm specialising in quantitative trading, comprised of iSAM Funds and iSAM Securities. iSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and...Suggested
ISAM
Boca Raton, FL2 days ago - 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...SuggestedPart timeWork at office
- 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
- ...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... ...Prepare and ensure new business paperwork successfully submitted which includes preparing...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Fort Lauderdale, FL3 days 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, FL9 hours 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, FL2 days ago - ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...SuggestedFull timeFlexible hours
- ...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
Stonebrook Wealth Partners
Boca Raton, FL9 hours ago - ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...SuggestedWork at officeLocal area
Socket
Fort Lauderdale, FL2 days ago - ...time and to perform all customer communication necessary to coordinate receipt of art, data and any other components required to successfully complete the job. The CCS is responsible to work with scheduling and each department to set milestones for the customer that...SuggestedFull time
Oppenheimer & Co. Inc.
Fort Lauderdale, FL8 days ago - ...focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their... ...opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical...Work at officeLocal areaRemote workWorldwide
- 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...
- Corient is seeking an experienced client services professional in Boca Raton, FL to support a senior relationship manager on client requests and operational tasks. You will manage wires, sub-docs, and fees, assist with reporting and tax information, and coordinate household...
- Client Services & Operations Associate - ***Private Aviation Industry operations experience highly preferred*** On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation...Work at officeMonday to Friday
- 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...
- 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...Work at office
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance,... ...individual to join their private client tax team. The successful candidate for this role will work with HNWIs...
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Fort Lauderdale, FL2 days ago - Blue Coral Staffing Corp. seeks a highly organized Client Services & Operations Associate for a fast-paced private aviation environment. You will act as a liaison among aviation advisors, clients, operators and vendors, managing trip execution from inquiry through post...
$18 - $21 per hour
...focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position...Full timeWork at officeCare Options For Kids
Delray Beach, FL2 days ago- ...investment advisory and asset management services. Job Description 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...Work at officeLocal area
Oppenheimer & Co. Inc.
Fort Lauderdale, FLa month ago - ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- 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...
- 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...
- ...Litigation Associate/Attorney Position Our client is a prestigious boutique law firm located in Boca Raton, dedicated to providing exceptional legal... ...2-4 years of experience to join our dynamic team. The successful candidate will play a pivotal role in supporting our...
JRG Partners Inc
Boca Raton, FL20 hours ago
