Non-Registered Client Service Associate Intern
3 days ago
Who We Are:Oppenheimer is a self-clearing broker-dealer engaged in a broad range of activities in the securities industry including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, securities lending activities, trust services, and investment advisory and asset management services. We are looking to add an organized, detail-oriented, analytical intern to our team who will support our Private Client Group at our Boca Raton branch office.Desired Skills/Experience: Enrolled in an Associates or Bachelor's degree program with a focus on Business, Finance, Economics or Accounting Excellent communication skills: verbal, written and interpersonal Intermediate Microsoft Office skills Must have strong analytical skills Capable of multitasking and has high attention to detail and accuracyResponsibilities: Assist our team of Advisor's & Client Service Associate's as they service clients of the firm; provide support and perform tasks as a non-registered associate Perform clerical and administrative tasks as directed Research various topics including investment recommendations, asset allocations, and various wealth management strategies. Interact with clients under guidance and supervision of the Financial Advisor
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Client Service Associate
1 month ago
Boca Raton, Florida, United States Oppenheimer & Co. Full timeAbout the RoleThe Oppenheimer & Co. team is seeking a highly skilled and detail-oriented Registered Client Service Associate to join our Branch office in Florida. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support to our clients and internal teams.Key...
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Registered Client Service Associate
3 months ago
Boca Raton, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Registered Client Service Associate (Boca Raton) Oppenheimer Private Client Group is a full service financial services firm with an...
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Client Service Associate
3 weeks ago
Boca Raton, Florida, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co.Oppenheimer & Co. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed...
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Client Service Associate
4 weeks ago
Boca Raton, Florida, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co.Oppenheimer & Co. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed...
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Registered Client Service Associate
3 weeks ago
Boca Raton, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Registered Client Service Associate
4 months ago
Boca Raton, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Client Service Associate
3 weeks ago
Boca Raton, Florida, United States Oppenheimer & Co. Full timeClient Service AssociateOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. We are seeking a highly skilled Client Service Associate to join our Branch office team in Boca Raton, Florida.Key Responsibilities:Provide administrative support, including document creation,...
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Tax Senior Associate
2 weeks ago
Boca Raton, United States CohnReznick Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Associate to join the team in our Private...
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Tax Senior Associate
4 months ago
Boca Raton, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Senior Tax Associate to join the team in our...
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Client Services Coordinator
1 month ago
Boca Raton, Florida, United States NSD NEWCO Full timePosition Overview: The Client Relations Representative role is pivotal in addressing and resolving intricate and sensitive service-related conflicts involving customers and clients. This position entails a thorough analysis of current programs, policies, and services to ensure adherence, retention, and overall client satisfaction. The representative will...
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Financial Services Associate
2 days ago
Boca Raton, Florida, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc.A dynamic and supportive work environment awaits at Oppenheimer & Co. Inc.Job SummaryAs a Registered Client Service Associate, you will play a vital role in supporting Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.Key ResponsibilitiesLearn and adapt to...
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Tax Senior Associate Private Client Services
2 weeks ago
Boca Raton, Florida, United States CohnReznick Full timeAbout the RoleCohnReznick is a leading professional services firm that fosters innovation and collaboration in everything we do. We are seeking a highly skilled Senior Tax Associate to join our Private Client Services practice in a hybrid capacity through our Boca Raton office.This role is rooted in the Private Client Services practice, focusing on tax...
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Client Services Representative
2 days ago
Boca Raton, Florida, United States Gallin Associates Full timeJob Description:We are seeking a highly organized and detail-oriented Client Services/Hospitality Representative to join our team at Gallin Associates in Boca Raton. As a key member of our front desk team, you will be responsible for providing exceptional customer service, managing daily operations, and ensuring a seamless experience for our clients and...
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Client Service Liaison
2 days ago
Boca Raton, Florida, United States Raymond James Financial Services Full timeAbout UsRaymond James is a leading Financial Services company with a rich history of excellence.Job SummaryWe are seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver.Key ResponsibilitiesProvide exceptional client service and supportDevelop and maintain strong relationships with clientsCollaborate with...
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Client Services Representative
3 weeks ago
Boca Raton, Florida, United States Bernard Nickels & Associates Full timeJob Title: Client Services/Hospitality RepresentativeType: PermanentLocation: OnsiteJob Summary:We are seeking a highly organized and detail-oriented Client Services/Hospitality Representative to join our team at Bernard Nickels & Associates. The successful candidate will be responsible for providing exceptional customer service, managing front desk...
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Client Services Representative
5 days ago
Boca Raton, Florida, United States Pendulum Staffing Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Services/Hospitality Representative to join our team at Pendulum Staffing. As a key member of our front desk team, you will be responsible for providing exceptional customer service, managing office operations, and supporting our attorneys with various administrative tasks.Key...
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Labor and Delivery Registered Nurse
3 weeks ago
Boca Raton, Florida, United States HealthEcareers - Client Full timeJob Title: Labor and Delivery Registered NurseHealthEcareers - Client is seeking a skilled Labor and Delivery Registered Nurse for a travel nursing assignment in New Mexico.Job Summary:We are looking for a dedicated and compassionate Labor and Delivery Registered Nurse to join our team. As a travel nurse, you will have the opportunity to work in a dynamic...
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Client Services Consultant, Nonprofit Recruiting
3 months ago
Boca Raton, United States BridgePoint Associates Full timeClient Services Consultant, Nonprofit RecruitingLocation: Fully Remote (EST or CST); flexible hours Compensation: This is a 1099, commission-only position with terrific earning potential. BridgePoint Associates, a recruiting firm with a national reach, is searching for Client Services Consultants to expand its business development efforts. We are seeking...
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Sales Associate
2 days ago
Boca Raton, Florida, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you...
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Client Relations Specialist
4 weeks ago
Boca Raton, Florida, United States NSD NEWCO Full timeJob SummaryWe are seeking a highly skilled Client Relations Representative to join our team at NSD NEWCO. The successful candidate will be responsible for investigating and resolving complex service-related disputes, analyzing existing programs and policies, and providing recommendations for improvements in customer service systems and relations.Key...