Average salary: $56,250 /yearly
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- ...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, FL6 days ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...resilient, results focused and effective. Position Overview The Registered Wealth Management Client Associate role is a sales support position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Dormont Manufacturing Company
Boca Raton, FL3 days 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...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL5 days ago - ...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
Stifel Financial
Boca Raton, FL4 days ago - ...businesses. With a commitment to integrity, transparency, and client-centered service, Stonebrook empowers its clients to make... ...decisions about their money. We are seeking an in-person Registered Client Associate to join our team in Boca Raton, Florida. This is an...SuggestedLocal areaImmediate start
Stonebrook Wealth Partners
Boca Raton, FL3 days ago - Stifel in Boca Raton, Florida, is searching for a Client Services Associate (Registered) to provide vital support to Financial Advisors. This role involves assisting with client account management, maintaining records, and delivering excellent customer service. The ideal...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
- 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
- Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors in maintaining client accounts and providing administrative services. The role involves clerical functions, customer service, and trade entries based on directives....SuggestedWork at office
- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...SuggestedWork at office
- ...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
- ...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 area
Morgan Stanley
Fort Lauderdale, FL3 days ago - ...Job Opportunity at Oppenheimer & Co. Inc. 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 Financial Advisors in sales...SuggestedWork at officeLocal area
- ...Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer...SuggestedLocal area
Ascendo
Fort Lauderdale, FL5 days ago - ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL2 days ago - 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...
- ...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
- 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...
- ...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
- ...support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years...Internship
- ...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...Part timeWork at office
UBS
Boca Raton, FL2 days ago - ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. Client Associate The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture...Part timeWeekend workAfternoon shift
- ...Client Associate Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Through an unwavering commitment to innovation and premium craftsmanship, Callaway...Part timeWeekend workAfternoon shift
- Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams with client onboarding, account maintenance, and service delivery in a fast-paced wealth management environment. The role emphasizes exceptional client service, collaboration...
- ...defined by the Bank for the international client. Ensures transactions are processed... ...products / services, as well as the processes associated to the delivery of these products and... ...preferred. *** Applicant may be NMLS registered and provide the company with NMLS number...Temporary workWork experience placement
- 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 customer...
- 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
- A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of...
- ...very different from a large corporate environment. Here, you are not a number—you are a core member of a close-knit team. Client Service Associate What You’ll Do Serve as a primary point of contact for clients, delivering high‑touch, professional service. Coordinate...
- BCG Attorney Search is seeking a Private Client Trusts & Estates Associate/Senior Associate in Boca Raton, FL. This position allows you to handle sophisticated estate planning and trust administration matters while engaging with local communities. The ideal candidate has...Local areaRemote work
