Registered Client Service Associate
AO Garcia Agency
AO Garcia Agency is seeking dedicated individuals for a remote financial services role focused on protecting families. Join a team that values integrity, compassionate service, and growth, while you work from home to support clients with financial guidance.
Flexible schedule, supportive leadership, and opportunities for advancement are available. This position emphasizes independence and teamwork, clear communication, and a commitment to helping families secure their financial futures.
#J-18808-Ljbffr$33.28k - $85k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area- ...Registered Client Service Associate Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client...SuggestedFull timeWork at officeLocal area
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...meets success . What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with...SuggestedWork at office
- ...** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join...SuggestedWork experience placementWork at office
- ...support Act as liaison between Financial Advisors and clients while following FINRA guidelines as a registered sales assistant Answer incoming calls and provide... ...with internal departments to ensure timely service delivery Handle mail and email related to client requests...SuggestedWork at officeNight shift
- ...Overview Registered Client Service Associate (Boca Raton, FL) at Oppenheimer & Co. Inc. The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. The primary responsibilities include servicing clients, marketing, scheduling...
$70k - $115k
...Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area$64.62k - $90.18k
...The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal... ...Microsoft Office (Excel, Outlook, and Word) preferred. US Registered FINRA Series 7 & 63 Required. In addition, Series 6...Full timeWork experience placementWork at office- ...About Bci Bci provides financial services to individuals and corporation. We focus... ...in innovations and personalized client experience and, with more than About... ...under applicable law. Job Summary The Registered Client Service Associate will be supporting Bankers/Financial...Work experience placementHome officeAfternoon shift
- ...POSITION SUMMARYRegistered 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...Work at officeLocal area
$30.11 - $50.21 per hour
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial...Work at officeWork from home- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office
$35.12k - $90k
...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- ...Company We’re a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$15 per hour
...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...Hourly payTemporary workWork at officeLocal area- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...Work experience placementWork at office
$35.15k - $90k
...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$80k - $100k
...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- ...Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed Schedule client meetings,...Full timeFlexible hours
- ...Stifel Financial Corp. in the United States is seeking a Client Services Associate (Registered) to assist Financial Advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties, provide quotes, and ensure accurate...
- ...POSITION SUMMARY Registered Client Service Associates 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...Work at officeLocal area
$55k - $75k
...and their prospective and existing clients and other branch staff team members.... ...of rich history and recognition for service and excellence in the Financial Services... ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$35.36k - $90k
...Registered Client Service Associates (RCSAs) 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...Temporary workWork at officeLocal area- ...Registered Client Service Associate (Palm Beach, FL) Join to apply for the Registered Client Service Associate (Palm Beach, FL) role at Oppenheimer & Co. Inc. Registered Client Service Associate (Palm Beach, FL) 18 hours ago Be among the first 25 applicants Join to apply...Full timeLocal area
- ...We're a diversified financial services leader with more than $1.5 trillion in assets... ..., small business and institutional clients. We are a longstanding leader in... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...Full timePart timeHome office
- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and...
$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information... ...expertise series 7 and 66 licenses (for registered CSAs only) ideally3-5 years of experience...Full timeWork at officeFlexible hours$50k - $70k
...Job Description Job Description Position Overview Hennion & Walsh is seeking motivated and detail-oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series...$77k - $95k
...you've spent years in financial services and the part you actually love is the client work, not the scoreboard, this might... ...a Licensed Client Service Associate to our team at The Financial Center... ...we are not in a position to re-register lapsed licenses ~5 or more years...Work at office- ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA...Work at officeLocal area
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