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...SuggestedFull timeFlexible hours
RBC
Indianapolis, IN1 day ago $60k - $75k
...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 timeWork at officeHome office$45k - $70k
...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- ...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior 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...SuggestedOngoing contractWork experience placementWork at officeImmediate start
- ...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...SuggestedWork at office
- ...Registered Client Associate Job Category: Sales Support Requisition Number: REGIS002924 Location: Atlanta, GA 30326, USA Description Essential Duties and Responsibilities Open new accounts, obtain required information, verify accuracy, and enter into system...SuggestedWork at office
- ...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
- ...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...SuggestedOngoing contractWork experience placementWork at officeImmediate start
$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 officeWork from homeShift workDay shift$50k - $80k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours- Registered Private Client Associate - Glastonbury, CT Janney Montgomery Scott LLC invites applications for the Registered Private Client Associate role at its Glastonbury, CT office. Janney is an award‑winning full‑service financial services firm committed to understanding...SuggestedWork at officeWork from homeHome office
- A financial services firm is seeking a Registered Private Client Associate in Glastonbury, CT. This role involves assisting Financial Advisors in building client relationships and managing service initiatives. Ideal candidates will possess excellent customer service skills...SuggestedWork at office
- ...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
- ...Responsibilities We’re looking for a branch service associate to: carry out cash management functions... ...margin activities greet and assist clients and visitors to the branch, providing... ...degree a plus) series 7 and 66 for registered BSAs proven written and verbal...SuggestedFull timeFlexible hours
- Your role We’re looking for a Registered Client Service Associate to: 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...SuggestedFull timeWork at officeFlexible 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...Full time
- Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families and family‑office style relationships across the...Work at officeRemote work2 days per week
- ...Senior Registered Client Associate - International Wells Fargo is seeking a Senior Registered Client Associate - International in Wealth and Investment Management as part of Wells Fargo Advisors. In this role you will: # Review formation documents and identification...Ongoing contractWork experience placementWork at officeImmediate start
$73k - $80k
...Job Type Full Time 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...Full timeWork at officeFlexible hours$15k
...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...Work 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 Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...Flexible hours
$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...- ...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 workWork at officeWork from homeShift workDay shift
- ...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...InternshipWork at officeFlexible hoursShift workDay shift
$45k - $80k
...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...Work experience placementWork at officeRaymond James
Pasadena, CA2 days ago$34.32k - $90k
...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...Temporary workWork at officeLocal areaMorgan Stanley
Newport Coast, CA2 days ago$32.21 - $44.27 per hour
...leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings...Hourly payFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per weekAmeriprise Financial
San Jose, CA11 hours ago$55k - $85k
...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...Work at officeRaymond James Financial Services
Beverly Hills, CA2 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...
Citigroup Inc
San Francisco, CA2 days ago - ...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...Work at officeLocal area
Morgan Stanley
El Segundo, CA2 days ago
