Average salary: $56,250 /yearly
More statsGet new jobs by email
- ...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, FL1 day 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 - ...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, FL20 hours ago - ...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
Oppenheimer & Co.
Boca Raton, FL3 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
Boca Raton, FL4 days ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...positively impact the communities we serve. Position Overview: Registered Wealth Management Client Associate role is a sales support position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Fort Lauderdale, FL3 days 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...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 - ....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
00015 Ameriprise Financial Services, LLC.
Fort Lauderdale, FL4 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...SuggestedWork at officeLocal area
Oppenheimer & Co. Inc.
Fort Lauderdale, FL23 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...Suggested
Nashville Public Radio
Boca Raton, FL3 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 - ...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
- ...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 - ...Morgan Stanley in Fort Lauderdale is seeking a Registered Client Service Associate to support client relationships and growth by delivering an elevated standard of care. This role requires understanding firm policies and how to deploy the full range of Morgan Stanley services...Suggested
Morgan Stanley
Fort Lauderdale, FL3 days ago - ## Client Experience AssociateApplylocations: FL - Deerfield Beach (33441)time type: Full timeposted on: Posted Todayjob requisition... ...to contribute to the company’s success. As a Client Experience Associate (Bilingual in Spanish or Portuguese preferred) within PNC's Retail...Work experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL2 days ago $60k - $75k
Job Description The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support, and...Work at office- 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
- ...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...Full timeInternship
- Client Services & Operations Associate - ***Private Aviation Industry operations experience REQUIRED*** On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation...Work at officeMonday to Friday
- ...Description Job Description Position Summary The Client Service Associate serves as a key member of our client service and... ...custodial systems. Preferred Experience working in a Registered Investment Advisor (RIA), financial planning, wealth management...Work at office
Express Employment Professionals
Boynton Beach, FL17 days ago - ...Client Service Associate (Part-Time) Location: Plantation, FL Schedule: In-office, Monday, Wednesday, Friday | 8:30 AM - 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal...Part timeWork at officeMonday to Friday
Modern Wealth Management
Fort Lauderdale, FL20 hours ago - ...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently...Full time
Insight Global
Coconut Creek, FL4 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 - ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$18 - $21 per hour
...This focus allows our clinicians to obtain optimal work‑life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types...Full timeWork at office- ...Job Description Job Description JOB DESCRIPTION • Serve as a point of contact for clients via phone and email. • Assist with account maintenance, including opening new accounts, processing changes, purchases, withdrawals, transfers, and distributions. • Prepare...Work at office
Insight Global
Pompano Beach, FL3 days ago - ...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, and excellent opportunities for career progression. The firm have plans for further expansion in 2026...
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum...Private practiceWork at officeRemote work2 days per week
- ...and Responsibilities Oversee and perform all functions associated with leadership and oversight of a retail medical marijuana dispensary... ...in navigating the dispensary, consultation couches, registers, entrances and exits Physical requirements The person...Work at officeLocal areaShift work
AYR Wellness
Boca Raton, FL3 days ago
