Average salary: $56,250 /yearly

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  • $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... 
    Suggested
    Full time
    Flexible hours

    RBC

    Colorado Springs, CO
    1 day ago
  • $25.48 - $37.98 per hour

    About this role: 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. In this role, you will: Assist Profit Formula... 
    Suggested
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Hagerstown, MD
    1 day ago
  • $49.5k - $77k

     ...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... 
    Suggested
    Full time
    Flexible hours

    RBC

    Boston, MA
    2 days ago
  •  ...BRCityMiamiJob TypeFull Time Your roleAre 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•... 
    Suggested
    Flexible hours

    UBS

    Miami, FL
    1 day ago
  • $25 - $45 per hour

     ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...obtained within a specified timeframe if being hired into a registered job code.**​Possesses advanced industry knowledge and an... 
    Suggested
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Westborough, MA
    1 day ago
  •  ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an... 
    Suggested
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  • $85k - $120k

     ...Reference #341514BRCityWestlake VillageJob TypeFull Time Your roleA Client Associate services clients and provides operational and administrative...  ...Advisors. This role requires the employee to be fully registered. Must have at least 5 years of industry experience.Key... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Westlake Village, CA
    3 days ago
  • Job Reference #324967BRCityAtlantaJob TypeFull Time Your roleThe key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:Relationship Management• Educate clients on account services and capabilities (e.g., how to read... 
    Suggested
    Work at office
    Flexible hours

    UBS

    Atlanta, GA
    4 days ago
  •  ...to Financial Advisors. keep management systems up-to-date with client information educate clients on account services and capabilities...  ...for succession. Your Expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 5 years of experience in client service, within... 
    Suggested
    Full time
    Work at office

    UBS

    Sugar Land, TX
    4 days ago
  • $25 - $45 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Mill Valley, CA
    3 days ago
  • $15k

     ...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive...  ...and insurance products. • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred. •... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Seattle, WA
    3 days ago
  •  ...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
    21 hours ago
  • $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... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    New York, NY
    3 days ago
  • $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... 
    Suggested
    Full time
    Work experience placement
    Flexible hours

    RBC

    Providence, RI
    3 days ago
  • $25 - $44 per hour

     ...Client Service Support Specialist – Client Service Overview: This role is responsible for providing client service support to potentially...  ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an... 
    Suggested
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    New York, NY
    21 hours ago
  •  ...Description 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 will help develop... 
    Work at office

    Citadel Federal Credit Union

    Goshen, IN
    2 days ago
  •  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...results focused and effective. Position Overview The Registered Wealth Management Client Associate role is a sales support position... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Naples, FL
    1 day ago
  • $65k - $85k

     ...take care of people? 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... 
    Full time
    Work at office
    Flexible hours

    UBS

    Pasadena, CA
    4 days ago
  • $55k - $90k

     ...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors... 
    Full time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    2 days ago
  •  ...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... 
    Full time
    Work at office

    UBS

    Chattanooga, TN
    21 hours ago
  • $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... 
    Full time
    Flexible hours

    RBC

    Jericho, NY
    3 days ago
  • $15k

     ...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and...  ...annuities and insurance products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education is preferred. Solid... 
    Hourly pay
    Work experience placement
    Work at office

    Dadavidson

    Seattle, WA
    3 days ago
  • $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
  • **Job Description Summary**Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.The ideal candidate is strong in administration, detail-... 
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Scottsdale, AZ
    2 days ago
  •  ...in goal‑based wealth management, helping clients plan for retirement, education, legacy,...  ...banking convenience. Wealth Management Client Associates work closely with Financial Advisors to...  ...a specified timeframe when hired into a registered job code. Possess advanced industry... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Short Hills, NJ
    1 day ago
  •  ...helping to plan together, and looking forward to sharing in each other's achievements. At ZK Financial Group, we are seeking a Registered Client Associate to be part of our family. The ideal candidate has strong communication skills, experience working in the financial... 
    For contractors
    Work experience placement
    Work at office

    Raymond James

    Green Bay, WI
    3 days ago
  •  ...Registered Client Associate 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 of reports and other materials for client meetings... 
    Full time
    Work at office

    UBS

    Sarasota, FL
    21 hours ago
  •  ...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: Registered Wealth Management Client Associate role is a sales support position... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Fort Lauderdale, FL
    1 day ago
  •  ...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'... 
    Hourly pay
    Full time
    Seasonal work
    Relocation
    Flexible hours

    Veracity

    Providence, RI
    3 days ago
  •  ...and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment...  ...complex relationships? We're looking for a Senior Registered Client Associate to: • maintain client information and ongoing due... 
    Flexible hours

    UBS

    Washington DC
    2 days ago