Registered Client Service Associate
Stifel Financial
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail
$35k - $75k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedTemporary workWork at officeLocal area$53k - $70k
...Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...'ll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...SuggestedWork at officeImmediate startFlexible hours$34.65k - $85k
Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$34.65k - $85k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client...SuggestedTemporary workWork at officeLocal area$65k - $80k
..., Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach... ...Wealth is seeking a Client Services Associate to support our mission of delivering...SuggestedWork at officeFlexible hours- ...Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours
$34.65k - $85k
...Morgan Stanley in Denver, Colorado, is looking for Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills and a detail-oriented mindset. This position requires knowledge...Work at office- A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This role involves building relationships, managing accounts, and ensuring an exceptional client experience. Candidates...
$26.5 - $42 per hour
...Merrill Wealth Management – Client Service Associate – Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The role provides client service...Hourly paySeasonal workWork from homeShift workDay shift$27.88 - $41.83 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn... ...role you will: Assist Financial Advisor(s) with sales, service and operational related activities such as providing...Ongoing contractWork experience placementWork at officeImmediate start- ...management, and other financial products and services to the public sector. In addition to... ...products, and advanced technology help clients achieve more today for a better tomorrow... ...work closely with the other client service associates, and management. Strong oral and written...Local area
$54.4k - $74.8k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...Full timeWork at officeHome office$16.54 - $22.67 per hour
## Client Services AssociateApplylocations: Fairplay, COtime type: Full timeposted on: Posted Todayjob requisition id: REQ-4945**Join TBK... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area- ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel...Remote work
$70k - $90k
...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...Work at office- ...Client Service Associate Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk...Work experience placementWork at officeLocal area
- Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will help manage client relationships, execute routine transactions, and guide clients through digital tools. The role emphasizes...
- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our...Work experience placementWork at office
$20 per hour
...delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ..., Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers...Hourly payMinimum wageFull timeWork at officeLocal areaShift work$45k - $70k
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of...Flexible hours$58k - $80k
...Your role A Client Associate, registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard administrative...Full timeWork at office$58k - $80k
UBS is hiring a Client Associate in Denver, Colorado, to provide operational and administrative support to Financial Advisors. Candidates must have Series 7 and either Series 66 or Series 65/63 certifications. This full-time role encompasses a range of administrative responsibilities...Full time$30.75 - $37.5 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$58k - $80k
UBS in Denver is seeking a Client Associate to provide operational and administrative support to Financial Advisors. Candidates must have Series 7 and either Series 66 or 65/63 to be considered registered. This full-time position comes with a competitive salary range of...Full time$26.5 - $42 per hour
...Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA...Hourly paySeasonal workShift workDay shift- ...Client Engagement Associate – Denver, CO DELTA |v| Forensic Engineering, Inc. Company Overview DELTA |v| Forensic Engineering is one of the recognized... ...nationally respected team of expert engineers and client service professionals. With offices in Atlanta, Charlotte,...Work at officeLocal areaImmediate start
- ...Client Associate-2 The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined...Temporary workLocal areaFlexible hours
- Bank of America is seeking a dedicated professional to provide excellent client service and ensure timely and accurate responses to client needs. The role requires FINRA certifications and demands a strong client-centric mindset while managing relationships. Candidates...Hourly pay
$60k - $70k
The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support...Temporary workInternshipLocal areaFlexible hours$60k - $77k
...Service Associate Responsibilities carry out cash management functions, process securities and... ...aligned to the Market greet and assist clients and visitors to the branch, providing... ...Microsoft Office Suite series 7 and 66 for registered BSAs proven written and verbal...Full timeWork at office
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