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- A dynamic client services firm is seeking a Client Success Associate to enhance client relationships and deliver exceptional service. This remote entry-level position is ideal for individuals passionate about fostering meaningful connections and effectively addressing...SuggestedRemote job
- ...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... ...ethics • Goal-Driven: Demonstrated success in setting and surpassing ambitious...SuggestedRemote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Boca Raton, FL22 hours ago - ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including...SuggestedFlexible hours
- ...Job Description Job Description We are immediately hiring a Client Success Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products are being released in the surrounding...SuggestedWork experience placementWork at officeImmediate start
- ...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
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary... ...of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment, including...SuggestedFull timeWork experience placementWork at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...ensure all assets and cost basis were successfully received.* Monitors available cash awaiting...SuggestedWork experience placementWork at office
- ...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
- ...Registered 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 Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork at office
- ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential... ...fulfillment. # Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to...SuggestedFull timePart timeSecond jobWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...SuggestedWork at officeLocal area
- ...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... ...equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to...SuggestedLocal area
- Client Service Associate - Travel (Remote) We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate - Travel . In this role, you will assist clients with travel planning, provide excellent customer service...SuggestedRemote workFlexible hours
- 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
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...SuggestedFull timeWork at officeLocal area
- ...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...
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach... ...families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning,...Private practiceWork at officeRemote work2 days per week
- ...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, FL4 days ago - ...Seasonal Client Support Associate Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with...Full timePart timeSeasonal workFlexible hoursShift work
Jackson Hewitt
Pompano Beach, FL4 days ago - A financial services firm in Boca Raton seeks a motivated Registered Client Service Associate to deliver high-quality support to financial advisors and clients. This role demands effective communication across multiple platforms and strong organizational skills to manage...
- ...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
- ...Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs... ...Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing...Work at officeHome 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...
$16 - $18 per hour
...our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive, part-time On-Call Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. The On-Call...Hourly payPart timeRemote workShift workNight shiftWeekend workDay shiftAfternoon shift- ...company. DUTIES AND RESPONSIBILITIES: # Responsible for performing administrative functions which are answering phones, greeting clients and dealing with customer service questions. # Greet clients, provide customer service, and provide support were needed for the...Work at office
$90k
...Job Description Job Description 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...Remote jobWork at office2 days per week3 days per week- ...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 timeWork at officeLocal area
$160k - $210k
...Location: Boca Raton, FL Job Overview: Our law firm client is seeking an experienced Estate Planning Attorney with a strong... ...skills, education, experience, and other qualifications of the successful candidate. Benefits: The Company offers the following benefits...Law
Boca Raton, FL22 hours ago$100k - $140k
...same mission—delivering exceptional legal results while treating clients like family. While you’ll be expected to take ownership of... ...structure that supports you at every stage. We believe that success is a team sport, and we’ve built our systems around that belief...Local areaImmediate startDemand the Limits Personal Injury Attorneys
Boca Raton, FL1 day ago$150k - $200k
...advisors who pride themselves on subject-matter expertise and a client-centric approach. The Role We are seeking a Senior... ...income/transfer tax planning, wealth preservation, and business succession. License: Active member of the Florida Bar in good standing...Work at officeAscendion
Boca Raton, FL1 day ago
