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...SuggestedFlexible hours
- ...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
- ...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
- 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
- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...SuggestedWork experience placementWork at office
- A financial services firm in Boca Raton seeks a motivated Registered Client Service Associate to deliver high-quality support to financial advisors and clients. This role demands effective communication across multiple platforms and strong organizational skills to manage...Suggested
- ...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
- ...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
- ...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
- ...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...SuggestedFull timeWork 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
- ...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
- ...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
- 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
- ...- 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, FL1 day ago - Raymond James is seeking a Registered Client Service Associate in Boca Raton to provide essential administrative support to financial advisors and clients. The ideal candidate should possess effective communication skills, organizational abilities, and a commitment to customer...
- Client Service Associate - Travel (Remote) We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate - Travel . In this role, you will assist clients with travel planning, provide excellent customer service...Remote workFlexible hours
- ...Jackson Hewitt - JobID: 100-169321617 [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
Fort Lauderdale, FL5 days ago - ...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
Jackson Hewitt
Pompano Beach, FL5 days ago - ...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
$16 - $18 per hour
...our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive, part-time On-Call Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. The On-Call...Hourly payPart timeRemote workShift workNight shiftWeekend workDay shiftAfternoon shift$90k
...Job Description Job Description 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...Remote jobWork at office2 days per week3 days per week- ...company. DUTIES AND RESPONSIBILITIES: # Responsible for performing administrative functions which are answering phones, greeting clients and dealing with customer service questions. # Greet clients, provide customer service, and provide support were needed for the...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....- ...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...
- ..., 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...
- ...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
- ...Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...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
- ...Job Description Job Description We are immediately hiring a Client Success Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products are being released in the surrounding...Work experience placementWork at officeImmediate start
