Senior Registered Client Associate
Royal Bank of Canada
Embrace RBC Wealth Managements 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. Us Client Associate, Registered, Financial Advisor, Associate, Senior, Client, Banking
$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...SeniorFull 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...SeniorFull 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours$55k - $85k
...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: • maintain accurate and current client records in management systems • educate clients on account services and capabilities...SeniorFull 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours$34.62 - $52.4 per hour
...About this role: 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.com. In this role, you will: Assist...SeniorOngoing contractWork experience placementWork at officeImmediate start$25 - $45 per hour
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...access with deeply personalized client relationships. Our multigenerational team... ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in...SeniorWork at office
$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...Full timeWork at office$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...Hourly paySeasonal workShift workDay shift- ...Registered Wealth Management Client Associate Egg Harbor Township, New Jersey 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...Seasonal workWork at officeWork from homeShift workDay shift
$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$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$100k - $115k
...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... ...across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL...SeniorPermanent employmentWork at officeLocal area$65k - $75k
...a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner... ...-box: a proprietary tech platform and client portal, an in-house marketing team... ...Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional...Senior$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- ...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
$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...Under immediate supervision, client services associate (registered) assists one or more financial advisor(s) with the opening...Work at officeImmediate startFlexible hours- ...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
$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- ...spans 85+ countries.Who You Will Be Working WithAt PMG, our Client Strategy team plays a key role in shaping the media strategies... ...everyone on the team to lead, grow, and make an impact.As a Senior Associate in Client Strategy, if you're excited about building strong client...SeniorWork experience placementLocal area
- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SeniorLocal area
$81.13k - $164.57k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:...SeniorWork at officeLocal areaRelocationRelocation package- ...Boutique Recruiting is seeking an Associate Investment Analyst to sit at the center of its multifamily investment engine, underwriting... ...market research, monitor performance post-close, and work with senior leaders in a fast-growing family-office platform across GP and...Work at office
$100k - $120k
...professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a... ...career. Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York...SeniorWork at officeLocal area- ...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...
$35.36k - $90k
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$190k - $225k
About the RoleiCapital is seeking a Senior Vice President to join its Regulatory and Compliance team to manage iCapital’s registered 1940 Act product compliance program. This role will work closely with the senior portfolio management, business, Regulatory and Compliance...SeniorFull timeWork at officeRemote work$45 per hour
Overview Senior LIFE is an innovative home and community based Medicare and Medicaid funded program which provides all-inclusive healthcare... ...License and valid Driver's License required Schedule of the Registered Nurse (RN) Monday - Thursday 4:30 pm to 10:30pm Work From...SeniorHourly payCasual workWork from homeWeekday work- Overview Home Care Registered Nurse (RN) “When the work that you do matters, it matters where you work” Newly Enhanced Health Care Benefit Package Available! Senior LIFE is expanding our RN Home Care team! Become a part of an amazing group of healthcare professionals...SeniorFull timeRemote workRelocation packageMonday to Friday
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