Average salary: $56,250 /yearly
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$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management. This role is perfect for experienced...SuggestedFlexible hoursRBC
Jericho, NY2 days ago$40k - $60k
...integral part of our branch serving financial advisors and our clients. We offer training, development and learning resources so... ...way that matters to you. What is the opportunity? As a Client Associate/Registered Client Associate, become a trusted resource to our clients,...SuggestedFull timeFlexible hours- ...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
- Your role keep management systems up-to-date with client information educate clients on account services and capabilities... ...Private Wealth Management team in the River Oaks office. As a Registered Client Associate, you’ll be an integral part of our team, participating...SuggestedFull timeWork at officeFlexible hours
- Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the...SuggestedFull timeWork at office
- Senior Registered Client Associate - Flexible FTE Flexible Full-Time Employment (FTE) Hours built to suit the right candidate Are you an operations‑minded professional who genuinely enjoys helping clients and keeping things running smoothly? We’re a growing, independent...SuggestedFull timeWork at officeFlexible hours
$25 - $44 per hour
...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...SuggestedHourly paySeasonal workWork at officeShift workDay shift$58k - $80k
Overview UBS is seeking a Client Associate to provide operational and administrative support to Financial Advisors. The role is part of the... ...and is not a full UBS employee. Responsibilities Assist registered services clients and support financial advisors with day‑to‑...SuggestedFull timeTraineeshipWork at office- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...resilient, results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales support position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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 with the preparation...SuggestedFull timeWork at office$40k - $66k
RBC in Westminster, Maryland is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. This role involves client relationship management, compliance adherence, and operational support to ensure business growth. Candidates should...Suggested$28 - $30 per hour
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...products At least two years previous experience as a Registered Client Associate Post-Secondary education preferred Solid technology skills...SuggestedHourly payWork experience placementWork at officeLocal area- ...s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Job Description As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative...SuggestedFull timeFlexible hours
$60k - $80k
...financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...professionally with the firm. Responsibilities As a Registered Private Client Associate you will play an integral role in the success of the...SuggestedFull timeWork at officeImmediate startWork from homeHome office$58k - $80k
Job Overview A Client Associate supports Registered services clients and provides operational and administrative support to Financial Advisors. The employee must hold Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard...SuggestedFull timeWork at office$55k - $65k
A financial services firm in Everett, WA is seeking a Registered Client Associate to provide exceptional client service and support financial activities. The ideal candidate will have significant knowledge of the securities industry, strong communication skills, and the...$58k - $80k
A prominent financial services firm in Denver is seeking a Client Associate to support clients and provide operational assistance to Financial... ...either a Series 66 or Series 65/63 license to be considered registered. Responsibilities include administrative support and...Full time$55k - $60k
...ensure tasks are met and exceeded? Responsibilities educate clients on account services and capabilities keep management... ...products and services specifically designed for them. As a registered Client Associate, you’ll play an important role providing excellent service...Full timeWork at officeFlexible hours- ...Registered Client Associate Job Category: Sales Support Full-Time On-site Atlanta, GA 30326, USA Description Essential Duties and Responsibilities Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain...Full timeWork at office
- ...Registered Client Associate in Wealth and Investment Management Wells Fargo is seeking a 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....Ongoing contractWork experience placementWork at officeImmediate start
- ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will: Assist Financial Advisor(s) with sales, service and operational...Ongoing contractWork experience placementWork at officeImmediate start
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...culture driven, resilient, results focused and effective. The Registered Wealth Management Client Associate role is a sales support...InternshipWork at officeFlexible hoursShift workDay shift
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal areaMorgan Stanley
Pasadena, CA3 days ago$50k - $73k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...success. What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...Work at officeFlexible hoursStifel Financial
Bellevue, WA3 days ago- ...Senior Registered Client Service Associates (CSAs) Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development...Work at officeLocal area
Morgan Stanley
Lake Oswego, OR8 hours agonew - ...Registered Client Associate As a Registered Client Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You...Work at office
- ...Registered Wealth Management Client Associate Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...Hourly paySeasonal workRelocationFlexible hours
- ...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...Work experience placementWork at officeHome office
Benjamin F Edwards & Co
Naples, FL18 days ago - Registered Client Service Associate (Nashville, TN) Company: Oppenheimer & Co. Inc. Who We Are Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle‑market investment bank and full service broker‑dealer. With roots tracing back to 1881, the Company is engaged in a...Full timeLocal area
$33.28k - $85k
Overview 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...Temporary workWork at officeLocal area
