Boca Raton, Florida, United States · Hybrid
$33/hr–$41/hr
Location: Hybrid, Boca Raton, FL Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, co…
Skills: Account reviews, Quoting, Billing inquiries, Customer service, Communication skills
Boca Raton, Florida, United States · On-site
Overview: The Business Planning Manager leads the development and execution of accurate, actionable demand plans at the style, color, and size level for assigned brands and categories. This role owns a rolling 24-month d…
Skills: Demand Planning, SIOP, Forecasting, Inventory Optimization, Data Analysis
Boca Raton, Florida, United States · On-site
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Client Service, Account Management, Financial Advisory, Communication, Organization
Boca Raton, Florida, United States · Hybrid
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing pr…
Skills: Financial planning and analysis, Accounting, Excel, Data analysis, Reporting
Boca Raton, Florida, United States · Hybrid
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing pr…
Skills: General ledger, Accounts payable, Bank reconciliation, Month-end closing, Excel
Boca Raton, Florida, United States · On-site
At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process. …
Skills: Property management, Financial reporting, Vendor compliance, Invoicing, Accounting
Boca Raton, Florida, United States · On-site
Description AdaptHealth Opportunity – Apply Today! About AdaptHealth At AdaptHealth we offer full-service home medical equipment and related services that empower patients to live their best lives – beyond the hospital a…
Skills: Data entry, Inventory management, Customer service, Insurance billing, Claims processing
Boca Raton, Florida, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Wealth Management, Service Delivery, Risk Management, Team Leadership, Financial Operations
AHT InsuranceBoca Raton, Florida, United States · On-site
$60k–$70k/yr
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits …
Skills: Insurance sales, Communication, Interpersonal skills, Microsoft Word, Microsoft Excel
Boca Raton, Florida, United States · Hybrid
$66k–$109k/yr
About the Business LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive h…
Skills: Sales, Prospecting, Lead generation, Strategic selling, CRM
Boca Raton, Florida, United States · Remote OK
$68k–$90k/yr
Job DetailsJob Location: Corporate Office - Boca Raton, FL 33487Position Type: Full TimeSalary Range: $68,000.00 - $90,000.00 Salary/yearJob Shift: DayJob Category: OtherPosition Summary: The Product Configurator I is a …
Skills: Duck Creek Author, Policy Administration System, JIRA, Confluence, Software Development Lifecycle
Boca Raton, Florida, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account management, Business acumen, Client management, Decision making, Risk management
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Position Type: Full TimeSummary: The primary function of the Scanning Clerk is to scan paper documents and organize scanned documents into electronic files in a timely and acc…
Skills: Scanning, Document management, Data entry, Organizational skills, Attention to detail
Boca Raton, Florida, United States · Hybrid
Since 1989, SBA Communications has been a pillar of the wireless industry. Today, as a publicly traded global leader and S&P 500 company, our network of over 46,000 communication sites spans 10+ countries, forming the cr…
Skills: Enterprise applications support, ERP systems, Dynamics GP, CRM, Data governance
Raymond JamesBoca Raton, Florida, United States · On-site
Job Description Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to…
Skills: Money movement, Securities transactions, Client onboarding, Administrative support, Audit preparation
Boca Raton, Florida, United States · On-site
$65k–$75k/yr
Job Summary / Objective The Financial Analyst supports financial planning, forecasting, budgeting, reporting, and business analysis activities. This role partners with Finance and business leaders to deliver reporting, f…
Skills: Financial planning, Forecasting, Budgeting, Financial modeling, Variance analysis
Boca Raton, Florida, United States · Remote Solely
Essential Job Functions Responsible for abstracting, coding, sequencing and interpreting the clinical information from inpatient, outpatient, emergency department, pro fee, and clinical medical records. Responsible for t…
Skills: Medical coding, DRG/APC reimbursement, Clinical documentation, Health record analysis, HIPAA compliance
Boca Raton, Florida, United States · On-site
Title: Sustainability Associate Location: Boca Raton, FL (Full Time / In Office) About Kayne Anderson Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing $22 billion in assets across…
Skills: Sustainability strategy, GRESB reporting, PRI reporting, Energy data management, Energy star portfolio manager
Boca Raton, Florida, United States · On-site
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Client Service, Account Maintenance, Communication, Organization, Time Management
Boca Raton, Florida, United States · Remote OK
Job Responsibilities: Manages assignments and projects as assigned. Participates in the daily operations and activities of the Clinical Documentation Improvement (CDI) program to continually enhance documentation. Utiliz…
Skills: Clinical documentation improvement, ICD-10-CM/PCS coding, DRG assignment, Medical coding, Regulatory compliance
Boca Raton, Florida, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Private Client Associate supports Relationship Managers by assisting with account reviews, quoting, and billing inquiries. They are responsible for fielding client inquiries and maintaining accurate documentation of all communications.
Candidates should be college graduates or have equivalent experience and must possess or be able to obtain a P&C Insurance License. Strong communication, organizational, and problem-solving skills are required for this role.
Location: Hybrid, Boca Raton, FL
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
JOB OVERVIEW:
The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Client customers.
RESPONSIBILITIES
EDUCATION AND EXPERIENCE
SKILLS AND ABILITIES
COMPENSATION:
Non-Exempt: The hourly pay range for this position is $33.34 - $41.05 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-TM1
#LI-Hybrid
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
There are currently 372 open finance & accounting positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Omega Healthcare Solutions, LLC, Omega Healthcare Management Services, The GEO Group, Inc., Kaufman Rossin, Windward Risk Managers, among others. Browse the listings above to see every active employer.
Yes — 149 of the 372 open finance & accounting positions offer remote or hybrid work (71 remote, 78 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
