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...SuggestedFlexible hours
Royal Bank of Canada
Saint Louis, MO15 hours ago $40k - $66k
...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...SuggestedFlexible hours$55k - $90k
...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$55k - $60k
...ensure tasks are met and exceeded? Responsibilities educate clients on account services and capabilities keep management... ...products and services specifically designed for them. As a registered Client Associate, you’ll play an important role providing excellent service...SuggestedFull timeWork at officeFlexible hours- ...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
$75k - $85k
...you know how to take care of people? We’re looking for a Client Service Associate to: keep management systems up-to-date with client information... ...business. Your expertise series 7 and 66 licenses (for registered CSAs only) bachelor's or master`s degree or equivalent...SuggestedFull timeWork at officeFlexible hours- Your role keep management systems up-to-date with client information educate clients on account services and capabilities... ...Private Wealth Management team in the River Oaks office. As a Registered Client Associate, you’ll be an integral part of our team, participating...SuggestedFull timeWork at officeFlexible hours
- ...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...SuggestedFlexible hours
$49.5k - $77k
Job Description What is the opportunity? This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast‑paced, collaborative environment...SuggestedFull timeFlexible hours$55k - $70k
Registered Private Client Associate - Miami, FL Janney Montgomery Scott LLC, 8950 SW 74th Ct, Miami, Florida, United States of America Job Description Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing...SuggestedFull timeWork at officeImmediate startWork from home- A growing wealth management platform is seeking a fully licensed, bilingual Registered Client Associate to join a client-facing team supporting advisors across trading, account management, and asset movement. This is a hands‑on role requiring someone who is ready to jump...Suggested
- A growing wealth management platform is seeking a fully licensed, bilingual Registered Client Associate to support advisors across trading and account management. Key responsibilities include executing trades, managing client servicing, and coordinating asset movements....Suggested
- ...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
- The Registered Client Associate plays a vital role in the success of our Private Client Group, serving as a trusted partner to Financial Consultants and a key point of contact for clients. This position is ideal for someone who thrives in a fast-paced, relationship-driven...SuggestedWork at office
$60k - $80k
...financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...professionally with the firm. Responsibilities As a Registered Private Client Associate you will play an integral role in the success of the...SuggestedFull timeWork at officeImmediate startWork from homeHome office$60k - $80k
...startup builders participate in the success of the companies they worked so hard to build? Equitybee is looking for a Registered Client Associate to join our Revenue team. This customer-facing role is critical to growing our assets under management and deploying capital...Work at officeRemote workFlexible hours$28 - $30 per hour
...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 skills...Hourly payWork experience placementWork at officeLocal area- This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...Seasonal workShift workDay shift
$32 - $44.71 per hour
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 will include day-to-day support to enhance the effectiveness of wealth managers, utilizing...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...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
- ...Registered Client Service Associate About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more...Full timePart timeWork at officeWork from homeHome office1 day per week
Ameriprise Financial
Houston, TX4 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...Work experience placementWork at office
Raymond James Financial Services
Saint Louis, MO15 hours 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...Work at officeLocal area
Morgan Stanley
West Palm Beach, FL1 day 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...Work experience placementWork at office
Raymond James Financial Services
Miami, FL1 day ago - ...Registered Client Service Associate The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative support...Full timeWork at office
Hilltop Holdings
Houston, TX15 hours ago $32.2k - $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
Morristown, NJ2 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...Work at officeImmediate start
Stifel Financial
Frisco, TX15 hours ago - ...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal area
Morgan Stanley
Greenwood Village, CO2 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, CA4 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...Work at officeLocal area
Phenom People
Cincinnati, OH2 days ago
