Client Service Analyst Jobs in Boca Raton, FL

Work Location: Boca Raton FLFor local candidates living within a commuting distance from our corporate headquarters. Work arrangement: Hybrid Flexibility to work-from-home with occasional in-office expectations. Pay: $51000 base non-exempt plus a 7% performance bonusSchedule: Hours of operation: Mo...

POSITION SUMMARY:Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. T...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

What you will doThe Global Service Analyst serves as the enterprise data steward for all upstream processes that directly impact OnSite Service delivery and Service Maintenance Agreement (SMA) performance. This role holds primary accountability for data accuracy compliance and process integrity acro...

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Withum is a place where talent thrives - where who you are a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain ins...

Application Deadline:05/21/2026Address:503 N. Washington StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigne...

As a support analyst you will be responsible for handling Allvue & Private Capital Suite inquiries submitted by our internal teams and eventually our clients. Troubleshooting problems with the software application providing product support and researching issues.What youll doYoull handle onboarding...