Client Service Associate CSA Hybrid or Remote
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-02-06
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Business
Client Relationship Manager
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 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.
RoleHighlights
- 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.
OpportunityThis 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.
ContactFor further details and next steps please contact We will be happy to assist you.
Compensation$90,000 per year
Note:
This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.
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