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Client Services Associate - Wealth Management; Boca Raton
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-04
Listing for:
Stonebrook Wealth Partners
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Stonebrook Wealth Partners is seeking an in-person Registered Client Associate in Boca Raton, Florida. The role involves operational support for financial advisors, ensuring client communications are timely and professional.
The ideal candidate has 3+ years in financial services, strong communication skills, and is detail-oriented. Responsibilities include handling administrative tasks, onboarding clients, and supporting marketing efforts. A competitive salary with 401(K) match is offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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