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163 client associate jobs at 77 companies in Wellington, FL

3w
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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2mo
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Associate Client Advisor
West Palm Beach, Florida, United States
OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
1+ YOE1+ years in client facing sales or business development; insurance industry preferred; Property & Casualty license preferred or obtainable.
CRM, AI tools, Analytics platforms
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2mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
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1w
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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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5d
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Senior Registered Client Associate
Palm Beach, Florida, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage/client services support, FINRA Series 7 and 63 (or equivalents) required, strong client service, administrative and prioritization skills, intermediate Microsoft Office, ability to obtain/maintain FINRA/state registrations.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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3w
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
Amerant Bank
Amerant BankNYSE: AMTB: Provides commercial and retail banking and wealth management services.
1+ YOEProvide personalized service to international personal and commercial clients; handle account openings, transactions, AML/BSA monitoring, KYC/KYA documentation, and customer inquiries. Bilingual English-Spanish required.
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3mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Requires active Series 7 and Series 66 or Series 63+65 (registration), high school diploma (college preferred), strong Microsoft Office skills, and client service experience; 2+ years industry experience preferred.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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1mo
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Bilingual English/Spanish; active Series 7 and Series 66 (or Series 63 and 65); high school diploma required, college preferred; 2+ years industry experience preferred; strong MS Office and client service skills.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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2mo
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Part Time Client Associate - Palm Beach Garden
Palm Beach Gardens, Florida, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time client services role in retail; 1+ year client services experience; able to work weekends/evenings/holidays; proficient with POS and Microsoft apps.
POS, Microsoft Applications
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2w
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
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1d
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
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1w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
Cozen O'Connor
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
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2w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
Topgolf Callaway Brands
Topgolf Callaway Brands: Produces golf equipment, performance apparel, and ball tracking technology.
1+ YOE1+ year client-services experience; proficient with Microsoft applications and POS; strong communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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2w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
Callaway Golf
Callaway GolfNew York Stock Exchange: CALY: Designs and sells golf equipment and active lifestyle apparel.
1+ YOE1+ year client services experience, proficiency with Microsoft Applications and POS systems, strong communication, independent decision-making, and availability for weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
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2mo
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Associate Client Service Manager
Boca Raton, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; Property & Casualty license; Proficiency in Microsoft Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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2w
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree, 3+ years relevant experience, Series 7 and state securities/IAR registrations or ability to obtain, client service experience, strong analytical and organizational skills.
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2w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ year client- or service-related experience, proficient with POS and Microsoft applications, strong written/verbal communication, ability to work weekends/evenings/holidays and non-traditional hours.
Microsoft Applications, point-of-sale (POS) systems, CRM
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1mo
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Registered Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Fully or partially registered with SIE and Series 7/66 (63/65 accepted), advanced investment product knowledge, strong client service, technology adaptability, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Associate, Client Relationship Manager
Boca Raton, Florida, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services preferred), Series 65 or 66 required or to be attained, strong attention to detail and client service, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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1w
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
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