Top 17 Registered client associate Jobs in West Palm Beach Fl

Plan Support Consultant - WORK FROM HOME - Select States ONLY
Slavic401K —Boca Raton, FL
- $70,000 - $90,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
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Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY
Slavic401K —Boca Raton, FL
- $52,000 - $80,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Paid holidays
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Registered Client Service Associate
Ameriprise Financial —Palm Beach Gardens, FL
- Full-time
- Research
- Mid-level
- Office
- Work from home
Registered PCA PCG - Boca Raton. FL
Janney Montgomery Scott LLC —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Registered Client Service Associate
Morgan Stanley —West Palm Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Registered Client Associate
Loxahatchee Capital —Tequesta, FL
- $120,000 - $175,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
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Registered Wealth Management Client Associate
Bank of America —Boca Raton, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
ASSOCIATE DIRECTOR, WEALTH STRATEGY
CCM ADMINISTRATIVE SERVICES LLC —West Palm Beach, FL
- $100,000 - $120,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
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Client Relations Associate
iSAM Securities —Boca Raton, FL
- Office
- Financial services
- Communication skills
Rep., Client Services (CPD)
Office Depot —Boca Raton, FL
- $15.20 - $25.84 an hour
- Full-time
- Office
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Health savings account
Wealth Advisor West Palm Beach, FL
Sequoia Financial Group Llc —Boca Raton, FL
- Full-time
- CPA
- 5 years
- Office
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4d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Delray Beach, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account

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Executive Assistant - Palm Beach Gardens, FL
Advisor Talent Solutions —Palm Beach, FL
Manage calendars, schedule meetings, and handle incoming communications for Advisors, serving as professional gatekeeper. $68,000 - $85,000 based on experience.
$68,000 - $85,000 a year
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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Associate - South Central Advisor Group
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Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Plan Support Consultant - WORK FROM HOME - Select States ONLY

Slavic401K -
Boca Raton, FL

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Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Pet insurance

Qualifications

Research

Full Job Description

While this position is WORK FROM HOME, we are only registered and can proceed with qualified candidates who reside and will work in one of the following US states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available.

Must be eligible to work in the US without employment sponsorship.

Job Description

Job Title: Plan Support Consultant

Department: Implementation FLSA Status: Exempt Job Status: FT

Reports To: Manager, Plan Support Consultants

Positions Supervised: n/a Work Schedule: Monday – Friday, 8:30 am – 5:00 pm

Position Summary

The Plan Support Consultant partners with employers and internal teams to manage plan-level service and administrative requests using a consultative approach. This role is responsible for researching, coordinating, and executing plan changes with a high degree of accuracy, timeliness, and regulatory compliance.

The Plan Support Consultant serves as a key connection point between clients, internal departments, and system workflows. Success in this role requires strong ownership, attention to detail, effective prioritization, and clear communication to ensure accurate plan records and successful outcomes for existing clients.

As assigned, the Plan Support Consultant may also support plan design consultations for Stand Alone Plans and spinoff plans, partnering with employers and internal teams to gather, validate, and document plan design decisions for setup or amendment processing.

Essential Functions

Process plan-level service and administrative requests for existing clients, including drafting and executing plan amendments.

Conduct consultations with employers regarding new plan design and plan amendments, documenting decisions, dependencies, and required information.

Review documentation for completeness, accuracy, and compliance, and submit finalized requests through designated workflows.

Maintain complete and accurate plan records, tracking documentation, and status updates.

Serve as a point of contact for employer and internal partner inquiries, providing clear communication, follow‑up, and issue resolution.

Coordinate cross-functionally with internal teams to ensure accurate, on‑time execution of requests.

Track work in progress, proactively identify risks or delays, and escalate issues as appropriate.

Participate in training, documentation, and process improvement initiatives to enhance workflows and service practices.

Skills & Abilities

Strong attention to detail with a high standard for document accuracy

Ability to manage multiple priorities and deadlines effectively

Clear, professional written and verbal communication skills

Strong sense of ownership, accountability, and follow‑through

Client‑focused, consultative service mindset

Ability to interpret plan documents, plan design provisions, and administrative requirements

Experience coordinating approvals and signature processes

Collaborative approach to cross‑functional problem solving

Proficiency in Microsoft Office and relevant business systems

Experience

3–5+ years of ERISA experience in the retirement industry

2–3+ years of client-facing experience

Education

Bachelor’s degree in Business or related field preferred, or equivalent work experience

Certificates and Licenses

Professional designation (ASPPA, NIPA, etc.) preferred.

Work Environment

Remote work from one of the registered states listed at the top of the posting.

Extended sitting and computer work

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.

Job Description Disclaimer

This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties and responsibilities may change at any time based on business needs.

What’s in it for you Package
This role will have a base salary range of $70,000-90,000 Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for an annual performance bonus.

Other perks in the total rewards package are:

Flexible work environment
Participation in Personal Annual Performance Bonus incentive program
Medical, Dental, Vision, and Life Insurance
75% employer coverage of Medical Premiums
Retirement Savings – 401(k) plan with generous company match, vested after 2 years
Tuition Reimbursement up to $5,250/year
Generous Paid Time Off upon hire – plus quarterly Work/Life Balance days and paid holidays
Paid Parental Leave
Voluntary Pet Insurance, Lifelock and More!
24/7 no-cost Employee Assistance Program (EAP)

Slavic401k is an Equal Opportunity Employer

Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

registered client associate jobs in west palm beach fl

Plan Support Consultant - WORK FROM HOME - Select States ONLY

Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY

Registered Client Service Associate

Registered PCA PCG - Boca Raton. FL

Registered Client Service Associate

Senior Registered Client Associate

Registered Wealth Management Client Associate

ASSOCIATE DIRECTOR, WEALTH STRATEGY

Client Relations Associate

Rep., Client Services (CPD)

Wealth Advisor West Palm Beach, FL

Financial Advisor - PNC Wealth Management

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