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- ...The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience. This position serves as both a vital team member, addressing inquiries...SuggestedFull timeWork at office
Provenance Wealth Advisors
Fort Lauderdale, 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
RBC Capital Markets, LLC
Boca Raton, FL1 day ago - ...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch... ..., making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including...SuggestedFlexible hours
RBC
Boca Raton, FL1 day ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC's Retail Banking organization, you will be based at PNC'...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL1 day ago - Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven ability to be a...SuggestedLocal area
JP Morgan Chase
Boca Raton, FL18 hours ago - Key Responsibilities We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting...SuggestedFull timeWork at officeFlexible hours
- ...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
- ...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
- 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 areaWork visa
- 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
- ...management and investment products and services for individuals, companies, and institutions. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL4 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based at PNC's Nob Hill & Cleary Branch, 801 N Nob Hill Road...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Plantation, FL4 days ago - ...well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor... ...individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor...SuggestedWork at officeLocal area
Rockefeller Financial
Boca Raton, FL4 days ago - ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL5 days ago - ...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....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL1 day ago $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...Full timeWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL2 days ago- ...transparency, and delivering a highly personal level of service. We are seeking an experienced and fully licensed Registered Client Service Associate to join our team. This is a full-time, in-person position at our office in Boca Raton, Florida. This is an...Full timeWork at officeLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL18 hours ago - ...Job Summary: The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting... ...onboarding and training new team members to facilitate successful integration into the firm. Required Skills/Abilities:...Temporary workWork at office
NewEdge Wealth
Fort Lauderdale, FL1 day ago - ...a national and international platform is seeking a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach... ...wealth transfer strategies, spanning estate, tax, business succession, and asset protection planning, along with a track record of...Private practiceRemote work2 days per week
Simpson Judge USA
Fort Lauderdale, FL2 days ago - RBC Wealth Management is seeking a Client Associate to support financial advisors and clients in Boca Raton. The role emphasizes building relationships, maintaining documentation, and executing trades with a strong client-first approach. You will handle inquiries, ensure...
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment. The...Flexible hours
- ...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...Full timeFlexible hours
- 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...
- Janney is seeking a Registered Private Client Associate to support the growth and management of client relationships in the Boca Raton area. You will assist Financial Advisors in administering and marketing client activities, while coordinating productivity-based campaigns...
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail...Work experience placementWork at office
- ...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
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) 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...Work at officeLocal area
- Ameriprise Financial Services, LLC. in Boca Raton, FL is hiring a Registered Client Service Associate to support high-performing advisors with financial plans, client meetings, and paperwork. You will contribute to retaining and growing client relationships while handling...Work at officeRemote work
- 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...Full timeWork 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...
