Registered Client Service Associate (Wealth Management)
Raymond James Financial, Inc.
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries across multiple platforms, onboard clients, open accounts, and help coordinate meetings with investment professionals. The role emphasizes accurate data management, timely processing of transfers, and ongoing collaboration with branch staff to deliver exceptional service in a fast-paced environment. #J-18808-Ljbffr Raymond James Financial, Inc.
- ...history and recognition for service and excellence in the... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...the ability to organize, manage, and track multiple, detailed... ...services company providing wealth management, capital...SuggestedWork experience placementWork at office
- Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while...Suggested
- About Merrill Wealth Management Merrill Wealth Management is a leading... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...timeframe if being hired into a registered job code.** Possesses...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...if being hired into a registered job code.** Possesses advanced...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$70k - $90k
...spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional... ...Office, a high-net-worth wealth management firm in the Prairie Village... ...experienced Client Service Associate to support two Associate...SuggestedWork at office- Merrill Wealth Management is a leading wealth platform seeking a Client Service Associate to support Financial Advisors in Kansas City. You will help manage client relations, educate clients on offerings, and ensure accurate materials and risk-aware processes. The role...Work at office
- Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and...
$55k - $70k
...financial advisory firm focused on supporting clients through all stages of life. Located in... ..., estate planning, and investment management through a financial planning process.... ...highly organized and efficient Client Service Associate to join us. This position is crucial...Full timeTemporary workWork experience placementWork at office- ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours
$83.36k - $141.7k
...it fits into our organization's success. Summary of the Job: The Client Relationship Associate Manager (CRAM) is a newly established leadership role within FNBO's Advisory Services division of Wealth Management. This position provides dedicated people leadership for...Contract workTemporary workFor contractorsWork experience placement$23.8 - $27.65 per hour
...Trust has been a leading provider of wealth management services including financial planning, estate... ...disciplines who collaborate to ensure each client’s financial journey is uniquely... ...of education and experience required. Associate degree in related field preferred. 2...Hourly payFull timeWork at officeShift work- ...responsibilities Are you truly service oriented? Do you know how... ...care of people? keep management systems up-to-date with client information educate... ...series 7 and 66 licenses (for registered CSAs only) ideally 2-4... ...leading and truly global wealth manager and the leading...Full timeWork at officeFlexible hours
$40k - $44k
...Dinamic AS Group is seeking a professional and personable Client Service Associate to join our team in Kansas City, Missouri. In this... ...client-focused attitude. Excellent organizational and time-management abilities. Ability to manage multiple priorities in a...Full time$40k - $44k
...Client Service Associate Dinamic AS Group is seeking a professional and personable Client Service Associate to join our team in Kansas City... ...-focused attitude. Excellent organizational and time-management abilities. Ability to manage multiple priorities in a fast...Full time- ...Ameriprise Financial Client Service Associate/Manager At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative...Part timeLive inWork at officeWork from homeHome office
- ...Kansas City seeks outgoing, customer-focused individuals to join the team. You will establish relationships, provide prompt, accurate service, and educate customers about insurance options using a needs-based approach. As an Agent Team Member, you will receive compensation...Hourly payFor contractors
- ...enthusiasm for helping our clients, taking care of our employees... ...delivering extraordinary customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Securities LLC (JPMS), a registered broker-dealer and investment...
- Sunflower Bank is seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing...
- ...Member to join our neighborhood agency. You will warmly greet clients, route inquiries, and support daily operations. The ideal candidate... ...a supportive, growth-minded team and contribute to exceptional service while advancing within a respected local agency. #J-18808-...Local areaFlexible hours
$55k - $75k
...Client Service SpecialistThe Client Service Specialist plays a key role... ...experience in client relationship management or customer support within... ...:Work alongside Wealth Managers with the transition... ...independent retail broker-dealers and registered investment advisers...Full timeWork at officeFlexible hours$45k - $60k
Emerald Legacy Advisors is looking for a Client Associate or a Registered Client Associate starting Monday,... ...events and maintain marketing materials. Manage office accounts payable.... ...written communication, people, and client service abilities. Pay type: Salary Paid time...Work at officeWork from home- ...for a culture that puts its clients and associates first: a culture where... ...Cash Products and Banking Services Specialist supports cash-related... ...and enhance the firm's cash management products and banking... ...financial advisors and clients in wealth management or banking...
$2,049.95 per month
Working with the Division of Youth Services is more than it seems. You will be working with... ...Youth Services. This position performs client assessment, classification, procurement,... ...Specialist (Recreation Officer II), Registered Nurse, Addiction Counselor I, Vocational...Shift work- UBS, a leading global wealth manager, is hiring a client service professional in Jackson, MS. The role focuses on maintaining client information systems, educating clients on services, and preparing meeting materials. Ideal candidates hold Series 7/66 licenses (for CSAs...
$2,014 - $2,249 per week
...Registered Nurse Job Details Profession: Registered Nurse Pay: $2,015.00 to $2,239.40 Weekly Assignment Length: 13 Weeks Schedule: 5x8-Hour 07:00 - 15:00 Openings: 2 Start Date: 10/19/2026 Experience: 1 Year Facility Info: Log in to view details Charting System: Meditech...- ...success. As an Account Manager II within PNC, you... ...reviewing, and managing client invoices to ensure accuracy... ...and operational servicing units. May participate... ...managing all of the risks associated with their business... ...Act (FDIA) and, for any registered role, the Secure and...Full timeContract workTemporary workPart timeWork experience placementWork at office
$77k - $202k
...Description & SummaryThe OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and compliance work within our Business & Supply Chain Operations practice, helping clients navigate regulatory requirements and strengthen...Full timeH1b- ...Description Always provide SMART customer service through the daily execution of Lowe's... ...with the Merchandising Service team and Manager by communicating project priorities,... ...communication and partnership with MSM and red vest associates. Identify and communicate issues with...Night shiftWeekend work
- ...'re unlocking possibilities for our clients by providing IT services that help drive business growth. We'... ...helping them design, implement and manage their IT infrastructure. And we've been... ..., expense reports, etc.). Register and maintain customer contracts, renewals...Full timeWork experience placementWork at office
- Travel Case Manager Registered Nurse #26-31253 RN-Registered Nurse // Case Management $1,533 weekly stipends $21/hour $840 weekly base pay Onsite Contract Starts 10/19/2026 12 weeks Share on Job Description Day Shift 8 hours/day 5 days/week Hospital: Research Medical Center...Weekly payContract workDay shift
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