Hybrid Client Service Associate – 2 or 3 days Remote - to $90K (RIA/Broker/Dealer)
Client Service Associate (CSA) – Hybrid – 2 or 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. Role highlights include: • 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 5+ years of RIA or Broker/Dealer experience in client service or operations to be considered. This 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. For further details and next steps please contact [email protected]. We will be happy to assist you. Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details. Remote About the Company: GoldMatch Apply tot his job