Hybrid Client Service Associate - Wealth Mgmt
Remote / Online - Candidates ideally in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-02-16
Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for:
GoldMatch
Full Time, Remote/Work from Home
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Service Associate to join its operations team in Boca Raton, Florida. The hybrid position offers flexibility with 2-3 days remote work. The ideal candidate has 2+ years of RIA or Broker/Dealer experience and excels in managing client workflows. This role combines client onboarding, coordination with advisors, and offers an earnings potential up to $90K per year.
It is perfect for someone who values accuracy and wants to contribute positively while maintaining work-life balance.
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Position Requirements
10+ Years
work experience
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