Registered Client Associate
Aplaro Ltd
TPG is seeking a Client Coverage Associate to support institutional sales efforts. Responsibilities include developing coverage plans, building marketing strategies for institutional products, and utilizing Salesforce to manage client engagement. The role requires a Bachelor's degree and 2+ years in fundraising support within asset management. Candidates should excel in fast-paced client interactions, demonstrate strong communication, and proactively analyze investment data for client-ready #J-18808-Ljbffr
$25 - $44 per hour
...Client Service Support Specialist – Client Service Overview: This role is responsible for providing client service support to potentially... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...SuggestedHourly paySeasonal workShift workDay shift$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation...SuggestedFull timeWork at office$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SuggestedFull timeFlexible hours$70k - $95k
...Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Senior Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation...SuggestedFull timeWork at officeFlexible hours$55k - $90k
...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 clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours$29.24 - $36.54 per hour
...Summary Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor(s) by providing a wide variety of administrative support to maintain client accounts, including client service, account research, completing paperwork, maintaining...Hourly payWork experience placementWork at officeHome office$55k - $90k
...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours$34.62 - $52.4 per hour
...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs...Ongoing contractWork experience placementWork at officeImmediate start$55k - $90k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...Full timeFlexible hours- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...Full timeWork at officeFlexible hours- ...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...Immediate start
$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift- ...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...Work at officeLocal area
- ...financial expertise with a strong focus on understanding clients' goals to help them pursue the lives they want. Drawing... ...support responsible, compliant advice. Role Description The Registered Client Service Associate is a full-time, on-site role based in New York, United...Full timeWork at office
$34.32k - $90k
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$68.3k - $79.8k
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...Temporary workWork at officeLocal area$26.5 - $42 per hour
...Wealth Management Client Associate 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 the largest businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Boutique Recruiting is seeking an Associate Investment Analyst to sit at the center of its multifamily investment engine, underwriting acquisitions, building business plans, and coordinating diligence through closing. You will own deals, perform market research, monitor...Work at office
$65k - $75k
...advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner... ...-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...for an experienced Senior Client Associate who is ready to apply their exceptional...- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...investment access with deeply personalized client relationships. Our multigenerational... ...We are seeking a highly capable Senior Associate to take on elevated responsibilities in...Work at office
- ...New York, 540 Madison Avenue Standard New York, Inc. seeks Associate, Client Coverage in New York, NY, to support client coverage relationship... ...of documents for Committee approval and ensuring register in CRM; serving as Know Your Customer (KYC) lead for client...Permanent employmentTemporary workImmediate startRemote workWork from home
- ...UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...
$29.24 - $36.54 per hour
...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client...Hourly payWork experience placementWork at officeHome office- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC,... ...for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$70k - $110k
Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration...Work at office$34.32k - $90k
...Job Description 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 trusted relationships...Full timeTemporary workWork at officeLocal area- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor teamwithin... ...a motivated individual to join its growing team as a Client Associate.The Client Associate will work withour Private Advisorteam membersand...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Associate. Be the first to apply!
- registered client associate New York, NY
- client engagement associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client services associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- registered client associate
- client engagement associate
- client account associate

