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
- ...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
- 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...SuggestedWork at officeLocal area
$40k - $60k
...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- ...education, 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....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$16 - $40.87 per hour
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. Leading...Hourly payTemporary workWork at officeLocal area- ...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
$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- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...Local area
$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- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...Hourly payPart timeWeekend workAfternoon shift
- ...Client Experience Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders...Work experience placement
$20 - $22 per hour
...Client Relations Associate Donato Technologies is looking for a professional and outgoing Client Relations Associate to help maintain and develop relationships with our existing clients and business contacts. Visit clients, procurement offices, government agencies...Hourly payPart timeWork at officeLocal area- ...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
- ...Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators...Work experience placement
- ...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
$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- ...Job Description Dallas, TX | Full-Time | Immediate Start Client Relations • Sales • Leadership Development Pro-Active is seeking... ...individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with...Full timeImmediate start
- Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with experience preparing estate and gift tax...
- ...education, 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
- JPMorgan Chase & Co. in Dallas is seeking a Client Associate to support the JPMorgan Advisors team. You will help deliver a personalized wealth management experience for ultra-high-net-worth clients, working closely with Financial Advisors on onboarding, account maintenance...
- Donato Technologies, Inc. is seeking a recent bachelor’s degree graduate for a part-time Business Development & Client Outreach Associate role in Farmers Branch, Texas. You will visit potential clients, build relationships, present our IT staffing services, and support...Part time2 days per week3 days per week
- A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and...Work 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$53k - $77k
...Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions... ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries...InternshipWorldwide- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique...Local area
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks... .... As our volume scales, we're adding a Client Operations Associate to help our Core Ops function keep pace. You'll own the daily...
- ...Client Support Associate Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ideal for individuals who are highly organized, client-focused, and motivated to contribute to a dynamic business environment. The Client...Full time
- ...Join Our Team at Brighton Jones Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ...been appropriately initiated and comply with current policies or procedures. Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. Manages the flow of documentation and related communication in and out of the Bank by being...Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
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