Client Service Associate (CSA) – Hybrid – 2 or 3 days Remote - to $90K
Client Service Associate (CSA) – Hybrid – 2 or 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 the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.
Role highlights include :
• Hybrid schedule with in-office collaboration in Boca Raton
• Earnings potential up to $90K
• Client onboarding, custodial paperwork, scheduling, and CRM support
• Close partnership with advisors and leadership
• Market-hour workday and long-term stability
Must have 2+ years of RIA or Broker / Dealer experience in client service or operations to be considered.
This opportunity is well-suited for someone who values accuracy, ownership, and consistency, and who wants to contribute meaningfully to a growing firm while maintaining flexibility and quality of life in South Florida.
For further details and next steps please contact [email protected]. We will be happy to assist you.
Note : This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.
Apply Now
Apply Now
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 the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.
Role highlights include :
• Hybrid schedule with in-office collaboration in Boca Raton
• Earnings potential up to $90K
• Client onboarding, custodial paperwork, scheduling, and CRM support
• Close partnership with advisors and leadership
• Market-hour workday and long-term stability
Must have 2+ years of RIA or Broker / Dealer experience in client service or operations to be considered.
This opportunity is well-suited for someone who values accuracy, ownership, and consistency, and who wants to contribute meaningfully to a growing firm while maintaining flexibility and quality of life in South Florida.
For further details and next steps please contact [email protected]. We will be happy to assist you.
Note : This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.
Apply Now
Apply Now