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The Call Firm Jobs in Boca Raton, FL (NOW HIRING)

Aprio

Tax Administration Manager

Fort Lauderdale, FL · On-site +1

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... We call it the Aprio Way. This shared mindset creates lasting relationships between team members ...

Kelley Uustal

Nurse Paralegal

Fort Lauderdale, FL · On-site

... the position*** Our Standard At our firm, everything comes back to one core truth: WE WIN FOR OUR ... Required Unique Application Process To be considered for this position, please call 954.440.5970 ...

Kelley Uustal

Nurse Paralegal

Fort Lauderdale, FL · On-site

... the position*** Our Standard At our firm, everything comes back to one core truth: WE WIN FOR OUR ... Required Unique Application Process To be considered for this position, please call 954.440.5970 ...

Kelley Uustal

Nurse Paralegal

Fort Lauderdale, FL · On-site

... the position*** Our Standard At our firm, everything comes back to one core truth: WE WIN FOR OUR ... Required Unique Application Process To be considered for this position, please call 954.440.5970 ...

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Showing results 21-40

All JobsThe Call Firm JobsThe Call Firm Jobs in Boca Raton, FL

The Call Firm information

See Boca Raton, FL salary details

$10

$16

$23

How much do the call firm jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for the call firm in Boca Raton, FL is $17.00, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $18.27 per hour, depending on experience, location, and employer.

What is the difference between The Call Firm vs Customer Service Representative?

AspectThe Call FirmCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; training providedHigh school diploma or equivalent; training provided
Work EnvironmentCall centers, remote or on-siteCall centers, retail, or office settings
Industry UsageCustomer support, telecommunication, salesCustomer support, retail, hospitality

The Call Firm and Customer Service Representative roles often require similar credentials and work environments. The main difference lies in the scope: The Call Firm typically refers to a company providing outbound or inbound call services, while Customer Service Representatives work across various industries to assist customers directly. Both roles focus on communication skills and customer satisfaction, but The Call Firm is more specific to call center operations.

What are popular job titles related to The Call Firm jobs in Boca Raton, FL?

For The Call Firm jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching The Call Firm jobs in Boca Raton, FL look for?

The top searched job categories for The Call Firm jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for The Call Firm jobs?

Cities near Boca Raton, FL with the most The Call Firm job openings:

The Call Firm jobs near you

Client Service Associate

Vodia Ventures

West Palm Beach, FL • On-site

$70K - $90K/yr

Other

Re-posted 28 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

Apply