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$33.34 - $41.05 per hour
...and industry expertise helps support our clients' regional and global needs. We have... ...founding, and we continue to see growth and success thanks to our hard-working and growth-minded... ...JOB OVERVIEW: The Private Client Associate is responsible for supporting the...SuggestedHourly payLocal areaEPIC Brokers
Boca Raton, FL4 days 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
- ...Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities...SuggestedFlexible hours
UBS
Boca Raton, FL3 days ago - ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Deerfield Beach, FL3 days ago - ## Client Experience AssociateApplylocations: FL - Deerfield Beach (33441)time type: Full timeposted on: Posted Todayjob... ...and have an opportunity to contribute to the company’s success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within...SuggestedWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL2 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....SuggestedFull timeSeasonal workWork at officeDay shift
- ...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,...SuggestedPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FL21 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
UBS
Boca Raton, FL2 days ago - ...algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service prime brokerage and execution via its cutting-edge proprietary technology...Suggested
ISAM
Boca Raton, FL1 hour agonew - ...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...SuggestedWork experience placementWork at office
PNC
Plantation, FL4 days ago - ...well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor teamwithin... ...individual to join its growing team as a Senior Client Associate.The Senior Client Associate will work withour Private Advisorteam...SuggestedWork at officeLocal area
Rockefeller Financial
Boca Raton, FL1 day ago - ...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA)...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Do you know how to take care of people?We’re looking for a Client Service associate to:• Keep management systems up-to-date with client information... ...skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting...SuggestedWork at officeFlexible hours
- ...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 Corporation
Boca Raton, FLmore than 2 months 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
- ...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Boca Raton, FL2 days ago - ...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
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Full 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...
- ...Description Job Description Position Summary The Client Service Associate serves as a key member of our client service and... .... Active Series 65 license Desired Traits The successful candidate will be: Client-focused and relationship-driven...Work at office
Express Employment Professionals
Boynton Beach, FL27 days ago - ...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 officeShift workDay shift
- ...Jackson Hewitt - JobID: 100-167924929 [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
West Park, FL2 days ago - ...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 solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
Raymond James Financial Services
Hallandale Beach, FL1 day ago - ...under quality standards defined by the Bank for the international client. Ensures transactions are processed within service levels by... ...current banking products / services, as well as the processes associated to the delivery of these products and services. Prepares, as...Temporary workWork experience placement
Amerantbank
Hollywood, FL5 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, FL26 days ago - ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...helping others achieve financial stability and long-term success Strong communication, interpersonal, and presentation...Remote jobFlexible hours
- ...Job Description Job Description Description The Client Service Associate is responsible for providing day-to-day service and operational support to clients and Financial Advisors. This role serves as a primary point of contact for client inquiries, account-related...Work at officeFlexible hours
- ...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, FL4 days ago - ...attorney who has built their career working with high-net-worth clients and enjoys sophisticated estate planning and extensive... ...wealth transfer, asset protection, tax planning, and business succession matters Work closely with clients, financial advisors, accountants...
gpac
Boca Raton, FL3 days ago - ...Cozen O'Connor's Private Client, Trusts & Estates group ("PCS") is looking for a driven, entrepreneurial Member-level attorney with... ...practices and will have the opportunity to participate in a long-term succession planning process for an established practice. We are looking...Private practiceWork at office
Cozen O Connor
Boca Raton, FL3 days ago
