Wealth Management Client Associate
RBC Capital Markets, LLC
RBC Capital Markets, LLC in Minneapolis seeks a Client Associate/Registered Client Associate to support financial advisors and serve clients. You will handle account questions, onboarding, documentation, and compliance while maintaining confidentiality in a fast-paced, professional environment. Responsibilities include facilitating fund transfers, processing trades and maintaining client records, with opportunities to grow through training and development within Wealth Management. #J-18808-Ljbffr
$45k - $70k
RBC Wealth Management in Shoreview, MN seeks a Client Associate/Registered Client Associate to support financial advisors and clients with account questions, documentation, transfers, and compliance in a fast-paced team environment. You will build relationships, assist...Suggested- UBS, a global wealth manager, seeks a Client Associate for our Bloomington, Minnesota office. You will support the Jenson Wealth Management team by delivering responsive client service and handling day-to-day details to ensure a seamless client experience. The role emphasizes...SuggestedWork at office
$25 - $44 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$45k - $70k
...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...SuggestedFull timeFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide...Full timeWork at officeMonday to Friday
- ...professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings. The role requires a...Work at office
$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning...Work at office2 days per week3 days per week$57k
...1.5 trillion in assets under management, administration and advisement... ...business and institutional clients. We are a longstanding leader... ...confidence. As the Client Support Associate, you'll shadow client... ...Financial planning, advice and wealth management. Columbia Threadneedle...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$45k - $70k
...RBC Wealth Management Opportunity 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 Registered Client Associate/Operations Associate, become a trusted resource to our...Full timeWork at officeFlexible hours$24.18 - $32.21 per hour
...operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors... ..., and regulatory requirements.Manages and prioritizes requests across the... ...service delivery.Basic Qualifications- Associate degree, or equivalent work...Full timeWork experience placementWork at officeLocal area- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
$45k - $70k
...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...Flexible hours$55k - $75k
...team You’ll be working as part of Jenson Wealth Management in our Bloomington, Minnesota office.... ...team is committed to building long-term client relationships through high-quality,... ...the full financial picture. As a Client Associate, you’ll help strengthen these relationships...Full timeWork at officeFlexible hours$38.1k - $57k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeFlexible hours- Client Services Associate (Part-Time, On-Site) As one of America’s pioneering financial services firms, HJ Sims is committed to helping individuals... ...our clients’ lives, communities, and businesses. From wealth management to investment banking, trading to institutional services...Full timePart timeWork at officeLocal area
$50k - $63k
Description The Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision... ...a critical part in supporting the client experience by managing paperwork, executing money movement and account maintenance...$54.4k - $74.8k
...more than $1.5 trillion in assets under management, administration and advisement as of year... ..., small business and institutional clients. We are a longstanding leader in financial... ...and we are looking for a Client Service Associate to join our operations team! The Client...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...Job Description Role Summary The Client Service Associate (CSA) provides operational and client... ...both Financial Planning/Client Account Management workflows and our Client Account... ...of experience in financial services, wealth management, brokerage operations, or...Full timeLocal areaImmediate startMonday to Friday
- ...configuration, and workflow support while serving as an advocate for the client. Join Xerox and help deliver a consistent, responsive technology... ...that prioritizes flexibility, safety, and work-life balance Manage the equipment fleet, monitor performance, and coordinate service...Hourly payWork at officeLocal areaRemote work
$50k - $55k
...dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a... ...regular communication with clients and advisors. Meticulously managing and organizing client documentation within our systems....Monday to Friday- ...Client Services Associate / Travel Minneapolis, Minnesota, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel...Remote workFlexible hours
$54.4k - $74.8k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading... ...to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
Edina, MN | $80,000-$100,000 + Benefits | Onsite An established independent wealth-management firm is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and their clients. This is a visible, client-facing opportunity...Local area- Our client, a growing multi-state organization operating in a highly regulated consumer services industry, is seeking a Senior Corporate... ..., regulatory compliance, employment matters, litigation management, and corporate growth initiatives.This is a fully in-office position...Work at office
$135.4k - $209.9k
...SPS Commerce is a leading provider of cloud-based supply chain management solutions, serving a global network of retail trading partners... ...with AI governance principles and emerging legal issues associated with generative and agentic AIExcellent organizational skills...Full timeContract workWork at officeRemote workFlexible hours$15 - $20 per hour
...shouting “YES!” then keep on reading, because the Farrell’s Client Success Sales Associate position might be just the spot for you! We’re looking... .... We’ll take into consideration prior leadership and management experience. Managerial experience, and what goes into day...Part timeShift work- ...Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most...Contract workWork at officeRemote work2 days per week
$175k - $225k
...The position will also contribute to sustainability disclosure and reporting, Board of Directors support, and global subsidiary management. The ideal candidate will bring strong law firm training, sound judgment, and the ability to operate effectively in a fast-paced,...Full timeLocal areaRemote workWorldwide- ...providing supervision where appropriate; Direct Client Service Responsibilities: Review non-... ...or tasks may be assigned as required. Management may modify, change or add to this... ...without regard to age, race (including traits associated with race), color, creed, religion,...Work at officeLocal area2 days per week3 days per week
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