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, FL5 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
- ...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
Nashville Public Radio
Boca Raton, FL4 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 - ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
Morgan Stanley
Boca Raton, FL3 days ago - ...integrity, 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
- 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 full...SuggestedWork at officeLocal area
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeShift workDay shift
Bank of America
Fort Lauderdale, FL4 days ago - ...Job Description Job Description The Wealth Management Client Services Associate is responsible for providing superior standards of service... ...field. Bachelors degree preferred.*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to...SuggestedTemporary workWork experience placementWork at office
Amerantbank
Hollywood, FL15 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
Ameriprise Financial
Fort Lauderdale, FL5 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
- ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code**Possesses advanced industry knowledge and an...SuggestedFull timeSeasonal workWork at officeDay shift
- ...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, FLa month ago - ...iSAM Securities regulated by the FCA, SFC, and CTFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic... ...providing liquidity, technology and prime services to institutional clients and trading venues globally. The firm offers full-service...Suggested
ISAM
Boca Raton, FL3 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, FL2 days ago - ...London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position... ...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, FL4 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Deerfield Beach, FL1 day ago - Client Experience Associate Position: Client Experience Associate (Bilingual in Spanish or Portuguese preferred). Location: PNC Hillsboro at Federal... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placement
- ...Job Description Job Description Description The Client Service Associate is responsible for providing day-to-day service and operational... ...operations, or a related field preferred. Experience within a Registered Investment Advisor (RIA), broker-dealer, custodian, or...Work at officeFlexible hours
Concurrent Investment Advisors
Boca Raton, FL4 days ago - ...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
Plantation, FL5 days 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)...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Boca Raton, FL4 days ago - About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
Boca Raton, FL5 days ago - ...Job Description 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...Local area
JPMorgan Chase & Co.
Boca Raton, FL5 days ago - ...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
- 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
- Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office...Work at officeLocal area
- ...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
Direct Counsel
Boca Raton, FL25 days ago - ...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, FLa month ago $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 Available...Full timeWork at officeCare Options For Kids
Delray Beach, FL3 days ago- ...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, FL1 day ago
