Average salary: $56,250 /yearly
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- ...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...SuggestedFull timeFlexible hours
RBC Capital Markets, LLC
Boca Raton, FL2 days ago - ...Client Associate/Registered Client AssociateEmbrace RBC 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...SuggestedFlexible hours
RBC
Boca Raton, FL2 days ago - ...comprehensive wealth 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL4 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...SuggestedFull timeWork at officeLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL1 day ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...impact the communities we serve. Position Overview: The Registered Wealth Management Client Associate role is a sales support...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America Corporation
Boca Raton, FLmore than 2 months ago - 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...Suggested
- ...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...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...SuggestedWork at officeImmediate start
- ...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...SuggestedWork at officeLocal area
- ....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing...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 Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal areaWork visa
- 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...SuggestedWork at officeRemote 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
- Registered Client Service Associate- Boca Raton, FL Get AI-powered advice on this job and more exclusive features. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry,...SuggestedFull timeWork experience placementWork at office
- ...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 - ...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
- Key Responsibilities We’re 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...Full timeWork at officeFlexible hours
- ...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 - POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
- ...opportunity to contribute to the company's success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL1 day ago - ...London. The Firm oversees $237 billion in client assets as of August 31, 2026.... ...join its growing team as a Senior Client Associate. The Senior Client Associate will work with... ...experience in the industry preferred Registered with Series 7 & 66 (or 7, 65 & 63) Skills...Work at officeLocal area
Rockefeller Financial
Boca Raton, FL5 days ago - 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 role...Flexible hours
- 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...
- 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
- ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Plantation, 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....Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Boca Raton, FL3 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 services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...Local area
JP Morgan Chase
Boca Raton, FL1 day ago - Ameriprise Financial in Boca Raton is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials and financial plans, and by managing client interactions to deepen relationships. Ideal candidates will have 3-5 years...Work at office
$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, FL21 hours ago- 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...
