Average salary: $56,250 /yearly
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- ...Client Associate/Registered Client Associate Embrace RBC Wealth 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...SuggestedFull timeFlexible hours
Royal Bank of Canada
Boca Raton, FL3 days ago - ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...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
- ...Registered Client Service AssociateRegistered 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...SuggestedWork at officeLocal areaWork visa
Morgan Stanley
Boca Raton, FL2 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
- 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
- ...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
- 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 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
- 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 in...SuggestedWork at officeLocal areaWork visa
- ...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
Plantation, FL1 day ago - ...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...SuggestedSeasonal workWork at officeDay shift
Bank of America
Fort Lauderdale, FL23 hours ago - ...Registered Client Service AssociateRegistered 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...SuggestedWork at officeLocal area
Morgan Stanley
Fort Lauderdale, FL23 hours 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... ...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
- ...London. The Firm oversees $236 billion in client assets as of September 30, 2026.... ...join its growing team as a Senior Client Associate.The Senior Client Associate will work withour... ...of experience in the industry preferred Registered with Series 7 & 66 (or 7, 65 & 63)...Work at officeLocal area
- Stonebrook Wealth Partners is seeking an experienced Registered Client Service Associate for its Boca Raton office. This full‑time, in‑person role partners with the Founder to service clients, prepare paperwork, and coordinate account activity. The ideal candidate holds...Full timeWork at office
- Morgan Stanley in Boca Raton, FL seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will handle account tasks, money movements, digital tool enrollment, and client education...
- ...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
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...Client AssociateUnlock 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 opportunity...Local area
Chase
Boca Raton, FL23 hours ago - Massive Bio in Boca Raton, FL is seeking a Junior Associate Client Success Manager to support daily client success activities, coordinate communications, meetings, and documentation across study sites. You will work closely with Client Success Managers and cross-functional...
- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, handling client inquiries, documentation, and education on services. The role emphasizes accuracy, risk awareness, and proactive client advocacy within the advisor...
- ...Future Opening: Client Service Associate Full Time Atlantic Avenue Advisors ~401(k) ~ Health insurance ~ Paid time off ~ Vision insurance... ..., investment, or planning questions to the appropriate registered advisor. Assist with prospect follow-up and...Full time
CrossMMG, LLC
Delray Beach, FL23 hours ago - ...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... ...field preferred. *** Applicant may be NMLS registered and provide the company with NMLS number...Temporary workWork experience placement
disABLEDperson Inc
Hollywood, FL4 days ago $80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be...Work at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL22 days ago- ...Private Client Trusts & Estates Associate Attorney / Senior Associate AttorneyDirect Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experience in sophisticated trusts and estates matters...Private practiceWork at officeRemote work2 days per week
Direct Counsel
Boca Raton, FL3 days ago - UBS in Boca Raton is seeking a client associate to join the Wealth Management team in a full-time, in-office role at the Boca Raton Branch. You will support the team by maintaining client records and assisting with client meetings. Key duties include educating clients...Full timeWork at office
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform... ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver...Work experience placementWork at office
$55k - $75k
...Type Full Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help...Full timeWork at officeFlexible hours
