Average salary: $56,250 /yearly
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- ...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...SuggestedFlexible hours
$65k - $80k
...Senior Registered Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture...SuggestedFull timeHome office- ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
$49.5k - $77k
...Registered Client Associate This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here...SuggestedFull timeFlexible hours- ...Registered Wealth Management Client Associate Onsite full time hours are 37.5 hours per week Providence, RI Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while...SuggestedFull time
$55k - $90k
...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$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- ...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...SuggestedWork at officeLocal area
- ...Registered Client Service Associate About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more...SuggestedFull timePart timeWork at officeWork from homeHome office1 day per week
- ...Registered Client Service Associate The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support...SuggestedFull timeWork at office
- ...Registered Client Service Associate 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...SuggestedWork experience placementWork at office
- ...nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm... ...is seeking an experienced, sharp, and highly motivated Registered Client Service Associate. This role plays a key role in delivering a high-...SuggestedPart timeWork at office
- ...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedWork 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... ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...SuggestedWork at officeImmediate start
- ...Senior Registered Client Service Associates 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 and growth...SuggestedWork at officeLocal area
- ...Registered Client Service Associate 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...Work at officeLocal area
- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
$80k - $90k
...Registered Client Service Associate (Trading and Operations) – Miami, FL Base $80,000 to $90,000 plus bonus Hybrid in Brickell, up to 2 days remote based on business needs FinTrust Connect has partnered with a boutique, independent wealth management team in Brickell...Part timeWork at officeRemote work2 days per week$100k - $150k
...Senior Registered Client Service Associate About the job The Senior Registered Client Service Associate focuses on delivering high-quality client service, account maintenance, and administrative support. Responsibilities include processing new account paperwork, maintaining...Work at officeAfternoon shift3 days per week- ...Senior Registered Service Associate Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan...Work at officeRemote workHome officeNight shift
$60k - $80k
...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 our growing team. This essential role helps...Work experience placementWork at office- Overview 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...Work at officeLocal area
- ...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 our growing team. This essential role helps...Work experience placementWork at office
- The ideal registered candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals. Responsibilities Primary point of contact on assigned client relationships designated by Financial Advisor Attend client meetings providing...
- ...Oppenheimer & Co. Inc. Private Client Division Job Description Oppenheimer & Co. Inc. is a leading middle-market investment... .... Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Sarasota branch office. The RCSA's primary...Local area
$55k - $65k
...Job Opportunity Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch office in California. The RCSA's primary responsibility is to support Financial Advisors in sales...Local area- ...Registered Financial Client Associate 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 service,...Work experience placementWork at officeHome office
$65k - $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...Full timeWork at officeFlexible hours- ...Registered Client Associate/Branch Service Manager As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team...Full timeWork at officeFlexible hours
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Seasonal workWork at officeWork from homeShift workDay shift


