Registered Client Associate
Boutique Recruiting
Boutique Recruiting is seeking an Associate Investment Analyst to sit at the center of its multifamily investment engine, underwriting acquisitions, building business plans, and coordinating diligence through closing. You will own deals, perform market research, monitor performance post-close, and work with senior leaders in a fast-growing family-office platform across GP and LP strategies. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Registered Client Associate in New York, NY vacancy
$55k - $90k
...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 hoursRBC Capital Markets, LLC
New York, NY2 days ago$25 - $44 per hour
...Client Service Support Specialist – Client Service Overview: This role is responsible for providing client service support to potentially... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...SuggestedHourly paySeasonal workShift workDay shiftBank of America
New York, NY1 day ago$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SuggestedFull timeFlexible hoursRBC Capital Markets, LLC
New York, NY2 days ago$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation...SuggestedFull timeWork at officeUBS
New York, NY5 days ago$55k - $90k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SuggestedFull timeFlexible hoursRoyal Bank of Canada
New York, NY6 days ago- ...Registered Wealth Management Client Associate NEW YORK, New York 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...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
New York, NY6 days ago - ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on account services and capabilities...Work at officeFlexible hours
UBS
New York, NY3 days ago $75k - $85k
...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: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...Full timeWork at officeFlexible hoursUBS
New York, NY5 days ago$55k - $90k
...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hoursRBC
New York, NY5 days ago$34.62 - $52.4 per hour
...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist Financial...Ongoing contractWork experience placementWork at officeImmediate startWells Fargo
New York, NY4 days ago- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
Stifel Financial
New York, NY4 days ago - ...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...Work at officeLocal area
PowerToFly
New York, NY5 days ago - ...financial expertise with a strong focus on understanding clients' goals to help them pursue the lives they want. Drawing... ...support responsible, compliant advice. Role Description The Registered Client Service Associate is a full-time, on-site role based in New York, United...Full timeWork at office
$26.5 - $45 per hour
...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....Hourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $105k
...corporate, institutional, and municipal clients. It connects a diverse client base to local... ...a variety of client service functions associated with supporting the strategic... ..., including, for example, certain FINRA-registered roles for which in-office attendance for...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$35.36k - $90k
...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...Full timeTemporary workWork at officeLocal area$65k - $75k
...advisors a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner... ...-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...for an experienced Senior Client Associate who is ready to apply their exceptional...Savvy Wealth
New York, NY3 days ago- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...investment access with deeply personalized client relationships. Our multigenerational... ...We are seeking a highly capable Senior Associate to take on elevated responsibilities in...Work at office
Evolve Private Wealth
New York, NY3 days ago - ...New York, 540 Madison Avenue Standard New York, Inc. seeks Associate, Client Coverage in New York, NY, to support client coverage relationship... ...of documents for Committee approval and ensuring register in CRM; serving as Know Your Customer (KYC) lead for client...Permanent employmentTemporary workImmediate startRemote workWork from home
Standard Bank of South Africa Limited
New York, NY10 hours ago $29.24 - $36.54 per hour
...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client...Hourly payWork experience placementWork at officeHome office- UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare reports...
- ...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
- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
Oppenheimer & Co.
New York, NY3 days ago $70k - $110k
...Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration...Work at officeGainor Staffing
New York, NY2 days ago$100k - $120k
...your professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a shared... ...Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York...Work at officeLocal areaBrown Brothers Harriman
New York, NY4 days ago$65k - $75k
...Client Success Associate Our story began in 2011 when a group of office workers at a major logistics company in Chicago had a lunch problem. Nearby options were limited, and the team was spending too much time and money traveling to their favorite restaurants. They had...Full timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hoursFooda
New York, NY2 days ago$56k - $84k
...Associate, Client Success As an Associate, Client Success, you will play a key role in supporting the coordination and management of client relationships across a dynamic portfolio of accounts. You will partner closely with Account Executives, Client Services, Billing,...Temporary workWork experience placementFreelanceLocal areaFlexible hoursShift workStarcom Mediavest Group Germany Gmbh
New York, NY10 hours ago$55k - $75k
...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service...Full timeWork at officeUBS
New York, NY5 days ago- ...discrepancies) Daily reporting and monitoring of discrepancies and disputes detected 4) MtM Reporting Sending of MtM reports for NY time zone clients (Daily, weekly or monthly) Monitoring of DFA daily marks operations/clients Management of audit requests on market operations 5)...Contract workWork experience placementWork at office
Crédit Agricole CIB Limited
New York, NY10 hours ago - ...MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect....Remote work
MaziCTools
New York, NY1 day ago
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