Registered Client Associate
Confidential Jobs
A leading investment firm in Dallas is seeking an experienced Investment Associate for its Retail Investments team. The role focuses on underwriting, structuring, and executing acquisitions, with an emphasis on developing relationships within the industry. Candidates should have 3-5 years of relevant experience and strong skills in financial modeling and credit analysis. The position involves close collaboration with senior leadership and various internal teams, aiming for a successful investment lifecycle from origination to closing. #J-18808-Ljbffr
- ...Registered Wealth Management Client Associate Dallas, Texas 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 for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork at office
- ...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
- ...Job Description: Our client is a boutique wealth management firm serving high-net... ...financial lives. We're hiring a Client Service Associate to be the operational backbone of the... ...in a Client Service Associate, Registered Client Associate, or similar client-facing...Work at office
- ...and ideas to help solve problems for our clients. We are a leading global financial... ...FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service... ...contact for business-to-business clients with Registered Investment Advisors (RIAs) and craft...Work experience placement
$87.36k - $131.04k
Job ID: 97890205296Posted: 2026-07-16Location: Dallas, Texas, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time- ...Our client is a private multi-family office headquartered in Dallas, founded to serve a small number of families whose wealth came from... ...still know their team by name. Position The Private Client Associate is the operational core of a client team supporting advisors to...Work at office
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- Goldman Sachs is seeking an Associate for the RIA Custody Client Services team to deliver high-quality service to Registered Investment Advisor clients and drive asset growth. You will collaborate across departments, onboard new clients, and act as a trusted internal advocate...
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active...
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...working schedule in Dallas, TX Role: As a Client Experience Associate, you are at the core of Farther’s client service and operations...Work experience placementWork at office
$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...InternshipWorldwide$16 - $17 per hour
...Job Description Job Description Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success? DebtBlue is growing, and we're looking for Client Success Associates that know how to build relationships...Hourly payFull timeTemporary workWork at officeLocal areaImmediate start$140k
Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the United States.The...Permanent employmentInternshipWork at officeRemote work- ...details - so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...Temporary workSummer workLocal areaRemote work
- ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...Internship
- Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service. The ideal candidate is intellectually...Work at officeRemote work
- The Role As a Client Experience Associate, you are at the core of Farther’s client service and operations, delivering a flawless wealth management experience for advisors and clients. You’ll support that seamless experience by executing the financial operations required...
- Farther is seeking a highly organized, client‑facing support professional to own the full client service lifecycle for a boutique wealth management practice. You will monitor daily client needs, execute money movements and rebalancing, and keep the advisor focused on planning...
- Our client, a private multi-family office in Dallas, seeks a Private Client Associate to support advisors serving ultra-high-net-worth families. You’ll manage documentation, account activity, and custodial relationships, ensuring accuracy and timely execution. This is high...Work at office
- Responsibilities Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels Assist clients with account opening, transfers, and other ongoing tasks Monitor...Work experience placement
- ...Client Treasury Associate The Client Treasury Associate will support the implementation of treasury management solutions for business clients. This role involves collaborating with the Business Development Manager to understand client needs, developing tailored solutions...Work at office
- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth...Work at office
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...management with you. The Role As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth...Work experience placement
$87.36k - $131.04k
...understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC,...Full time- Independent advisory firm seeks a polished, detail-oriented Client Associate / Administrative Coordinator to support advisors and clients in a high-touch, relationship-driven environment.This role is ideal for someone who takes ownership, enjoys keeping processes organized...
- We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate and Fund‑of‑Funds. For new General Partners, we provide consulting services to help accelerate the...Full timeWork at office
- J.P. Morgan Chase in Dallas is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will help with account openings, money movement, and investment...
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