Average salary: $56,250 /yearly

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  • Senior Registered Client Associate

    $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... 
    Suggested
    Full time
    Flexible hours

    RBC

    Jericho, NY
    3 days ago

  • Registered Wealth Management Client Associate

     ...Responsibilities Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking...  ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an... 
    Suggested
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Bridgeport, CT
    1 day ago

  • Registered Client Associate

    $55k - $85k

     ...Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to help clients achieve their financial goals by competitively delivering the highest quality service. This role is an integral part of the client/financial... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Boston, MA
    1 day ago

  • Registered Wealth Management Client Associate

     ...Position Overview The Registered Wealth Management Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Financial Advisors. Incumbents also support office initiatives in addition to the business of a particular... 
    Suggested
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Ossining, NY
    1 day ago

  • Registered Client Associate

     ...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.... 
    Suggested
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Charlotte, NC
    3 days ago

  • Registered Wealth Management Client Associate

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...positively impact the communities we serve. Position Overview The Registered Wealth Management Client Associate role is a sales support position... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    12 hours ago

  • Registered Client Associate/Client Associate

    $44k - $66k

     ...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
    Full time
    Flexible hours

    RBC

    Florham Park, NJ
    1 day ago

  • Registered Client Associate

     ...Your Role keep management systems up-to-date with client information educate clients on account services and capabilities help with...  ...Chattanooga, TN. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 2-4 years of experience in client service, within... 
    Suggested
    Full time
    Work at office

    UBS

    Chattanooga, TN
    12 hours ago

  • Registered Wealth Management Client Associate

     ...guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...while providing an appropriate level of fl...Client Associate, Management, Wealth, Registered, Financial Advisor, Client Service... 
    Suggested
    Work at office

    The Bank of America Corporation

    Hunt Valley, MD
    1 day ago

  • Registered Wealth Management Client Associate

    $25 - $44 per hour

     ...institutions. We specialize in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals...  ...must be obtained within a specified timeframe if hired into a registered job code. Advanced industry knowledge and understanding of... 
    Suggested
    Hourly pay
    Seasonal work
    Local area
    Shift work
    Day shift

    Bank of America

    Florham Park, NJ
    1 day ago

  • Registered Client Associate

    $65k - $85k

     ...people? Responsibilities keep management systems up-to-date with client information educate clients on account services and...  ...the utmost care. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service, within... 
    Suggested
    Full time
    Work at office

    UBS

    Bellevue, WA
    12 hours ago

  • Registered Client Associate

    $65k - $75k

     ...Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? 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... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    San Diego, CA
    12 hours ago

  • Registered Client Associate

    $15k

     ...integrity and ethics, and delivering outstanding service to our clients and each other. Summary/Function We are currently seeking...  ...products. At least two years of previous experience as a Registered Client Associate. Post‑secondary education preferred. Solid technology... 
    Suggested
    Hourly pay
    Work at office

    D.A. Davidson

    Pasadena, CA
    2 days ago

  • Registered Wealth Management Client Associate

    $25 - $44 per hour

     ...Job Overview As a Client Service Associate at Merrill Wealth Management, you will support one or more Financial Advisors by delivering high‑...  ...be obtained within a specified timeframe if hired into a registered job code. Advanced industry knowledge and an understanding... 
    Suggested
    Hourly pay
    Seasonal work
    Work from home

    Bank of America

    New York, NY
    12 hours ago

  • Registered Wealth Management Client Associate

    $25 - $45 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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Providence, RI
    1 day ago

  • Registered Client Associate

    $65k - $75k

     ...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and...  ...States. Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days... 
    Full time
    Work at office

    UBS

    Los Angeles, CA
    1 day ago

  • Registered Client Associate/Client Associate

    $40k - $60k

     ...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... 
    Flexible hours

    RBC Capital Markets, LLC

    Baltimore, MD
    1 day ago

  • Registered Client Associate/Client Associate

    $35k - $55k

     ...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 the branch. Use your administrative and... 
    Full time
    Flexible hours

    RBC

    Baltimore, MD
    12 hours ago

  • Client Associate/Registered Client Associate

    $45k - $70k

     ...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... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Boulder, CO
    2 days ago

  • Registered Client Associate

     ...management solutions. With a focus on delivering exceptional client service, the company helps individuals and businesses...  ...a full-time, on-site role located in Wilmington, DE for a Registered Client Associate. The Registered Client Associate will support financial advisors... 
    Full time
    Work at office

    Trillium Wealth &Partners

    Wilmington, DE
    2 days ago

  • Registered Client Associate

     ...Overview 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 support client service and team operations. Responsibilities keep management systems up-to-date with client information educate... 
    Full time
    Work at office
    Flexible hours

    UBS

    Naples, FL
    1 day ago

  • Client Associate/Registered Client Associate

     ...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... 
    Flexible hours

    RBC

    Atlanta, GA
    4 days ago

  • Private Wealth Non Registered Client Associate - San Francisco, CA

    $32 - $44.71 per hour

    Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply Job Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Citizens Financial Group, Inc.

    San Francisco, CA
    2 days ago

  • Client Associate Registered (DOD SkillBridge Trainee)

    $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‑... 
    Full time
    Traineeship
    Work at office

    UBS

    Denver, CO
    1 day ago

  • Client Associate/Registered Client Associate

    $45k - $70k

     ...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... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Stillwater, MN
    4 days ago

  • Registered Wealth Management Client Associate

    $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... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Burlington, MA
    1 day ago

  • Private Wealth Non Registered Client Associate - San Francisco, CA

    $32 - $44.71 per hour

    As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing your administrative... 
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Citizens

    San Francisco, CA
    4 days ago

  • Registered Wealth Management Client Associate

     ...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... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Dallas, TX
    1 day ago

  • Registered Client Associate

    $75k - $85k

    Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities 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 time
    Work at office

    UBS

    Palo Alto, CA
    12 hours ago

  • Registered Private Wealth Client Associate

     ...Overview This role supports multiple Financial Advisors by offering client service support, ensuring operational excellence, and...  ...not held, must be obtained within a specified timeframe for a registered job code. Possesses advanced industry knowledge and an understanding... 
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Cincinnati, IA
    4 days ago