Average salary: $56,250 /yearly
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- 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
- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork at office
- Registered Client Service Associate - Morgan Stanley 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...SuggestedWork at officeLocal area
- ...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
- ...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
- ...POSITION SUMMARY 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 trusted...SuggestedFull timeWork at officeLocal area
- ...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
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and...Suggested
- 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...Suggested
- Client Success Associate (Entry level, Remote) INFUSE is looking for a highly organized and driven individual to join our amazing Team! Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we're seeking...SuggestedRemote job
- ...Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees...SuggestedPart timeWork at officeHome office
- A dynamic client services firm is seeking a Client Success Associate to enhance client relationships and deliver exceptional service. This remote entry-level position is ideal for individuals passionate about fostering meaningful connections and effectively addressing...SuggestedRemote job
- ...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...SuggestedLocal area
- ...- 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...Remote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Boca Raton, FL4 days ago $33.28k - $85k
A financial services firm located in Deerfield Beach, Florida, seeks Client Service Associates to provide exceptional support to Financial Advisors and clients. Candidates should possess excellent interpersonal skills, a High School Diploma (college degree preferred), and...Work at office$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...represented. Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred....- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...condition of employment If you were registered after October 1, 2018 you must also have...
- ...Client Success Associate It's fun to work in a company where people truly believe in what they're doing! We're committed to bringing passion and customer focus to the business. The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering...Work at office
- ...Seasonal Client Support Associate Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with...Full timePart timeSeasonal workFlexible hoursShift work
$90k
...Client Service Associate (CSA) – Hybrid 2-3 Days Remote- to $90K A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida , with 2–3 days per week on-site and remote flexibility...Work at officeRemote work2 days per week3 days per week- ...cash flow coverage Oversee real estate secured finance solution, workout & restructurings Effectively organize and maintain client files Qualifications: ~ Bachelor’s degree and J.D. Degree ~15+ years of continuous, specific, and verifiable commercial...
DarrowEverett LLP
Boca Raton, FL4 days ago $100k - $140k
...caseload. You will be supported by a strong litigation team. And you will be compensated based on results. We push for unreasonable client service. We push for growth. We push for 1% better every day. Compensation This is a production-based role with high...Demand the Limits Personal Injury Attorneys
Boca Raton, FL21 hours ago$100k - $120k
...Baker Act/Guardianship Cases Job Type: Full Time Location: Boca Raton (Hybrid) or Jacksonville, FL Job Overview: Our Client is seeking an experienced Attorney to handle Marchman Act, Baker Act, and Guardianship cases. Ideal candidates will have prior...Full timePrivate practiceWork at officeFlexible hoursSalesBountyHunter
Boca Raton, FL4 days ago$100k - $150k
...Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients statewide. Our practice areas include probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term...Work at officeThe Siegel Law Group, P.A.
Boca Raton, FL2 days ago- ...country. Specializing in veterans’ disability claims and appeals, we navigate the intricate complexities of the system to ensure our clients receive the benefits they rightfully deserve. Job Description: We are in search of a driven attorney to join our dynamic team....Full time
Werner, Hoffman, Greig & Garcia
Boca Raton, FL10 hours ago - A legal services firm in Boca Raton is looking for an Entry Level Attorney. This position is ideal for recent law graduates seeking to gain valuable experience. Responsibilities include reviewing legal documents, drafting pleadings, and ensuring compliance with legal standards...
- About the role: Multinational law firm servicing clients throughout the United States with offices in New York, New Jersey, Delaware, Maryland and Texas. The firm represents hundreds of closely‑held businesses and individuals for many decades as well as Fortune 500 companies...
$125k - $150k
...team. The ideal candidate should have 3+ years of experience in estate planning and probate law. Responsibilities include advising clients on estate strategies, drafting legal documents, and representing clients in probate court. The position offers a competitive salary...
