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... 
    Suggested
    Flexible hours

    RBC

    North Sioux City, SD
    10 hours ago
  •  ...Managements 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... 
    Suggested
    Full time
    Flexible hours

    0000050176 RBC Capital Markets, LLC

    Lincoln, NE
    9 hours ago
  • $65k - $75k

     ...training program. Only transitioning services members approved for DOD SkillBridge will be considered We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and... 
    Suggested
    Traineeship
    Work at office
    Flexible hours

    UBS

    Seal Beach, CA
    9 hours ago
  •  ...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... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Auburn Hills, MI
    2 days ago
  •  ...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... 
    Suggested
    Work at office
    Immediate start

    Stifel Financial

    Frisco, TX
    2 days ago
  • $35k - $75k

     ...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Greenwood Village, CO
    5 days ago
  •  ...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... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Cockeysville, MD
    2 days ago
  •  ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service... 
    Suggested
    Home office

    Ameriprise Financial

    Houston, TX
    10 hours ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Butler, PA
    4 days ago
  •  ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability... 
    Suggested
    Work at office

    Raymond James Financial Services

    Miami, FL
    3 days ago
  • $31.2k - $90k

     ...Registered Client Service Associate 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Boston, MA
    4 days ago
  •  ...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... 
    Suggested

    Citigroup Inc

    Los Angeles, CA
    4 days ago
  •  ...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... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    1 day ago
  •  ...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... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Decatur, GA
    5 days ago
  •  ...Registered Client Service Associate 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... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Aventura, FL
    3 days ago
  • $58k - $75k

     ...Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional... 
    Work at office
    Flexible hours

    UBS

    Bloomington, MN
    5 days ago
  •  ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties and Responsibilities Following is a summary of the... 
    Full time
    Part time
    Second job
    Work at office

    Truist Inc

    Nashville, TN
    4 days ago
  •  ...divh2Client Associate In Wealth And Investment Management/h2pWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also... 
    Work experience placement
    Work at office

    New Mexico Staffing

    Albuquerque, NM
    5 days ago
  • $42.12k - $58.2k

     ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    District Heights, MD
    2 days ago
  •  ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based...  ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage... 
    Full time
    Temporary work
    Part time
    Work experience placement

    PNC

    Tampa, FL
    2 days ago
  • $74.5k - $77.5k

     ...About this job: At Vanguard, we have a client-first mentality that we live and breathe...  ...success. Our Client Relationship Associates fulfill our mission by helping our clients...  ...hires may need to be full jurisdiction registered in all US states and territories. Vanguard... 

    Vanguard

    Scottsdale, AZ
    3 days ago
  •  ...Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained...  ...origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and... 
    Work at office

    CAPTRUST

    Brentwood, TN
    4 days ago
  •  ...London. The Firm oversees $151 billion in client assets as of December 31, 2024....  ...join its growing team as a Senior Client Associate. The Senior Client Associate will work with...  ...experience in the industry preferred Registered with Series 7 & 66 (or 7, 65 & 63) is preferred... 
    Work at office
    Local area

    Rockefeller Financial

    Dallas, TX
    1 day ago
  • $100k - $125k

     ...Senior Client Associate A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual...  ...degree ~5+ years of experience in the industry preferred ~ Registered with Series 7 & 66 (or 7, 65 & 63) Skills... 
    Work at office
    Local area

    Rockefeller Financial

    Los Gatos, CA
    4 days ago
  •  ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information...  ...team. Your expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 5 years of experience in client... 
    Work at office
    Flexible hours

    UBS

    Saint Louis, MO
    2 days ago
  • $70k - $80k

     ...positively influence our culture, serve our clients and enrich our communities is essential...  ...As an entry-level Customer Relationship Associate, you serve as the initial point of...  ...first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining... 
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Voya Financial

    Boston, MA
    3 days ago
  •  ...to grow their businesses and help their clients achieve their financial vision. Based in...  ...advisors across the U.S., we operate as a registered investment advisor (RIA). The Role:...  ...interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    HighTower

    Saint Louis, MO
    1 day ago
  • $60k - $70k

     ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information...  ...base. Your expertise • series 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client... 
    Work at office
    Flexible hours

    UBS

    Chicago, IL
    9 hours ago
  • $90k - $120k

     ...COMPANY OVERVIEW Cercano Management LLC ("Cercano") is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices... 
    Work at office
    Flexible hours

    Cercano Management

    Bellevue, WA
    5 days ago
  • $50k - $55k

     ...of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). The Role We are looking for a warm, detail-... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    HighTower

    Cleveland, OH
    5 days ago