Wealth Management Client Associate
RBC Capital Markets, LLC
RBC Capital Markets, LLC in Farmington, CT, is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with professional, efficient service. You will handle inquiries, onboarding, account maintenance, and compliance while supporting advisors in growing their business. You'll build relationships, process transfers, and help with documentation in a fast-paced, collaborative environment, with training and career development provided. #J-18808-Ljbffr
$25 - $45 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ....Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients in Hartford, CT. This role emphasizes accurate client materials, strong service, and a client-first mindset. The position involves working on enterprise objectives...Suggested
- Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank...Suggested
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Responsibilities Conduct thorough KYC and onboarding reviews to ensure all client documentation is complete, accurate, and compliant with... ...higher‑risk scenarios to ensure appropriate risk mitigation. Manage a high‑volume workflow in a fast‑paced environment while meeting...Work experience placement
$49.5k - $77k
...Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our...Full timeFlexible hours- ...committed to understanding our clients' needs and providing advice beyond... ...the firm. About Us Harbor Wealth Planning is a multigenerational private wealth management team within Janney Montgomery Scott... ...a Registered Private Client Associate who wants to build a long-term...Relocation
- ...leading financial services firm, seeks a Registered Private Client Associate to join Harbor Wealth Planning. The role blends high-touch client service with... ...Financial Advisors, coordinate onboarding, and help manage complex client relationships. #J-18808-Ljbffr Janney
- Fiducient Advisors, part of Wealthspire, seeks a Client Service Associate to support Institutional Investment Consultants in account administration, client servicing, and trading. The role combines hands-on client interaction with compliance-driven operations across mutual...Work at office
$44k - $66k
...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our...Full timeFlexible hours$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours- Support sales and client service activities across U.S. and Canadian distribution channels Develop knowledge of TGI strategies and vehicles to support prospecting and client relationship management Build relationships with the internal sales desk and select retail channels...Work at office
$65k - $90k
...Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business... ...and business management, empowering clients to navigate complexity with clarity and... ...information, visit and The Client Service Associate role is a valuable part of the overall...Work experience placementSummer workWork at officeLocal areaRemote workShift work$50k - $94k
...Job Description Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our... ...combining Branch Service Manager and Client Associate responsibilities. As the Branch Service Manager...Full timeWork at officeFlexible hours- Trivium Point in the United States requires a Tax Administrator to manage client files, communicate with clients, process tax returns, and provide general office support with accuracy and professionalism. The role emphasizes data entry into tax software, maintaining organized...Work at office
- ...Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering...Remote workFlexible hours
$185k - $245k
...Patent Legal AssociateA Patent Legal Associate's job description involves supporting patent... ..., preparing legal documents, and managing deadlines related to patent applications... ...applications, and managing communications with clients and patent offices.Pay Rate: $185,000-24...Work at office- The State of Connecticut, Office of Policy and Management, is seeking a Staff Attorney 1 to support its legal division. The role involves handling a broad range of budget, policy, and labor matters and provides on-the-job training in agency legal work. The position is...Full timeWork at officeWeekday work
- ...Compliance Attorney to coordinate firm-wide activities related to compliance with outside counsel guidelines, audit requests, vendor management, client assessments, and ISO certification materials. The role interfaces with clients, auditors, and internal teams to ensure risks...
$180k - $217.5k
...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best Law Firms". This position...Flexible hours- ...Governance. We operate deeply inside our clients' hiring processes not as an external... ...shaping the next decade of regulatory risk management, data governance, fintech compliance, cross... .... Experience: From early-career associates, compliance analysts, paralegals to senior...Contract work
- Introduction The State of Connecticut’s Office of Policy and Management (OPM) is accepting applications for qualified candidates to fill... ...state and federal statutes and regulations and advising clients; Experience working with the Microsoft Office Suite; and, Experience...Full timeWork at officeImmediate startAll shiftsMonday to FridayShift workDay shift
- ...Hartford and Westport, CT seeks a full-time on-site Attorney to manage a caseload of complex civil litigation, including case... ...preparing discovery requests and responses. The role involves advising clients, negotiating with opposing counsel, attending court conferences...Full time
- ...Jackson Hewitt - JobID: 100-168296246 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
- ...an attorney to join a dedicated employment litigation and counseling practice representing management. This role offers a mix of litigation and advisory work with direct client interaction and hands-on responsibility. You will handle a range of employment disputes while...
$190k - $275k
Job details: Real Client Exposure. Meaningful Litigation Work. This Jobot Job is hosted by: Scott Rundlett Salary: $190,000 - $275,000 per year A bit about us: We are a management-side law firm focused on workplace and employment matters, advising organizations on both...Local area$130k - $150k
...handling commercial real estate transactions independentlyStrong drafting, negotiation, and client counseling skillsExcellent attention to detail and business judgmentAbility to manage multiple transactions simultaneouslyResidence within approximately one hour of...- ...Connecticut is seeking a Senior Environmental Professional | Project Manager. In this role, you will lead complex environmental... ...remediation programs while mentoring staff and building strong client relationships. This opportunity is ideal for an experienced professional...
$195k - $210k
Robinson+Cole, a Vault "Top Ranked" Am Law 200 firm, seeks an associate with three to five years of experience to join its Construction... ...transactional attorneys—a combination of talent that affords our clients a depth and breadth of experience. Our lawyers handle a broad...Contract workWork at office2 days per week3 days per week
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