Average salary: $56,250 /yearly
More statsGet new jobs by email
$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...SuggestedFull timeFlexible hours$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...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start$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...SuggestedFull timeFlexible hours- ...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•...SuggestedFlexible hours
$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...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...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...SuggestedFull timeSeasonal workWork at officeWork from homeShift workDay shift
$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...SuggestedFull timeWork at officeFlexible hours- 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...SuggestedWork at officeFlexible hours
- ...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...SuggestedFull timeWork at office
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$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. •...SuggestedHourly payWork experience placementWork at officeLocal area- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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...SuggestedFull timeWork at officeFlexible hours$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...SuggestedFull timeWork experience placementFlexible hours$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...SuggestedHourly paySeasonal workShift workDay shift- ...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
- ...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...InternshipWork at officeFlexible hoursShift workDay shift
$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 timeWork at officeFlexible hours$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 timeFlexible hours- ...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 timeWork at office
$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 timeFlexible hours$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 payWork experience placementWork at office$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 timeWork at office- **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 contractorsWork experience placementWork at office
- ...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 workWork from homeShift workDay shift
- ...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 contractorsWork experience placementWork at office
- ...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 timeWork at office
- ...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 workWork at officeWork from homeShift workDay shift
- ...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 payFull timeSeasonal workRelocationFlexible hours
- ...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
