Average salary: $56,250 /yearly
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- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork at office
Raymond James Financial Services
Boca Raton, FL5 hours 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, FL5 hours ago - ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
- ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties and Responsibilities Following is a summary of the...SuggestedFull timePart timeSecond jobWork at office
- ...Client Solutions Associate specializing in life insurance and financial protection, dedicated to helping individuals and families secure their future through personalized coverage solutions. Passionate about building lasting relationships, providing clear guidance, and...SuggestedFull time
Zuzick Organization of Globe Life
Boca Raton, FL2 days ago - ...- Globe Life/AIL we provide permanent benefits for union and association members across the United States. We are looking to expand our... ...Answering incoming customer inquiries Booking appointments w/ clients to go over their coverage options Collaborate w/ management...SuggestedRemote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Boca Raton, FL4 days ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales support...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...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
$50k - $65k
...divh2Client Service Associate/h2pAt Edelman Financial Engines (EFE), our purpose is to guide... ...dollar invested has a job to do for our clients. Thats why we are committed to managing... ...h3ulliTwo years of relevant experience (Registered Investment Advisor or Broker/Dealer) is...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
- ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join...SuggestedFull timePart timeSeasonal workFlexible hoursShift work
- ...POSITION SUMMARY: 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 engaging and utilizing...SuggestedFull timeWork at officeLocal area
- A leading financial institution is seeking a Client Associate/Registered Client Associate in Boca Raton, Florida. In this pivotal role, you will support financial advisors by managing client inquiries and maintaining account records. The ideal candidate has a Bachelor's...SuggestedFlexible hours
- A leading financial services firm in Florida seeks a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The role involves managing client relationships, ensuring client service excellence, and requires licenses...
$16 per hour
...online ordering, and know how to direct the guest to enroll, activate, and use the se features. Attempt every return and follow register prompts; partner with immediate Leaders as needed to help solve for the guest while following Targets policies and procedures....Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
Deerfield Beach, FL5 hours ago$15.75 per hour
...online ordering, and know how to direct the guest to enroll, activate and use these features. Attempt every return and follow register prompts;partnerwith immediate Leaders as needed to help solve for the guestwhile following Target's policies and procedures. Maintain...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
Boca Raton, FL1 day ago$16 per hour
...ordering, and know how to direct the guest to enroll, activate and use these features. ~ Attempt every return and follow register prompts; partner with immediate Leaders as needed to help solve for the guest while following Target’s policies and procedures....Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget Brands, Inc.
Deerfield Beach, FL1 day ago- A leading financial services firm is looking for a Registered Client Service Associate in Boca Raton. The role involves modernizing client experience through exceptional service and assistance with firm solutions. Candidates should be bilingual in English and Spanish, possess...
- ...stationary position when checking in customers or when operating the register. Constantly moves and transports dispensary products/totes... ...turn, bend, stand and walk as required to perform the duties associated with functioning as a dispensary agent. Nothing in this...Part timeWork at officeLocal areaImmediate startShift work
AYR Wellness
Dania Beach, FL4 days ago - ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- ...and Responsibilities Oversee and perform all functions associated with leadership and oversight of a retail medical marijuana... ...disabilities in navigating the dispensary, consultation couches, registers, entrances and exits Physical requirements The person...Work at officeLocal areaShift work
AYR Wellness
Dania Beach, FL5 hours ago - ...Greet guests warmly, assist them with finding products, and provide exceptional customer service. Cashier Duties: Operate cash registers, process payments, and handle returns efficiently and accurately. Problem Resolution: Resolve guest issues and complaints in a...
Target
Delray Beach, FL2 days ago - A leading financial services firm in Boca Raton seeks a Registered Client Service Associate. This role encompasses assisting advisors with financial plans, preparing client meeting summaries, and managing administrative duties. Candidates should possess a bachelor's degree...
- A leading financial services firm in Boca Raton seeks a Private Client Investment Associate to provide exceptional operational support to Advisors. This role involves managing client requests, maintaining strong client relationships, and ensuring compliance with operational...
$50k - $70k
...service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...person advisory team seeking a highly productive Private Client Associate to join and support our practice. As a Private Client Associate...Full timeWork at officeImmediate startWork from home- ...Client Associate At J.P. Morgan Advisors 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...Local area
- A financial services firm in Boca Raton seeks a Private Client Associate to support the Legacy Wealth Advisors team. In this role, you will manage client communications, assist with money movement requests, and oversee administrative functions. The ideal candidate has...
- POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...Local area
