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
- ...Managements 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
$65k - $75k
...training program. Only transitioning services members approved for DOD SkillBridge will be considered We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and...SuggestedTraineeshipWork at officeFlexible hours- ...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...SuggestedWork experience placementWork at office
- ...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...SuggestedWork at officeImmediate start
$35k - $75k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedTemporary workWork at officeLocal area- ...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...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service...SuggestedHome office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
- ...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...SuggestedWork at office
$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates 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 engaging...SuggestedTemporary workWork at officeLocal area- ...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...Suggested
- ...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...SuggestedWork at officeLocal area
- ...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...SuggestedWork at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates 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 engaging...SuggestedWork at officeLocal area
$58k - $75k
...Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional...Work at officeFlexible hours- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties and Responsibilities Following is a summary of the...Full timePart timeSecond jobWork at office
- ...divh2Client Associate In Wealth And Investment Management/h2pWells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors... ...not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also...Work experience placementWork at office
$42.12k - $58.2k
...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placement
$74.5k - $77.5k
...About this job: At Vanguard, we have a client-first mentality that we live and breathe... ...success. Our Client Relationship Associates fulfill our mission by helping our clients... ...hires may need to be full jurisdiction registered in all US states and territories. Vanguard...- ...Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained... ...origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and...Work at office
- ...London. The Firm oversees $151 billion in client assets as of December 31, 2024.... ...join its growing team as a Senior Client Associate. The Senior Client Associate will work with... ...experience in the industry preferred Registered with Series 7 & 66 (or 7, 65 & 63) is preferred...Work at officeLocal area
$100k - $125k
...Senior Client Associate A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual... ...degree ~5+ years of experience in the industry preferred ~ Registered with Series 7 & 66 (or 7, 65 & 63) Skills...Work at officeLocal area- ...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information... ...team. Your expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 5 years of experience in client...Work at officeFlexible hours
$70k - $80k
...positively influence our culture, serve our clients and enrich our communities is essential... ...As an entry-level Customer Relationship Associate, you serve as the initial point of... ...first month(s) preparing to become a FINRA Registered Representative by studying for and obtaining...Part timeWork experience placementWork at officeLocal areaFlexible hours- ...to grow their businesses and help their clients achieve their financial vision. Based in... ...advisors across the U.S., we operate as a registered investment advisor (RIA). The Role:... ...interactions for the public, clients, COIs, and Associates. The CX reports to the Managing Director...Permanent employmentWork at officeLocal areaFlexible hours
$60k - $70k
...you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information... ...base. Your expertise • series 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client...Work at officeFlexible hours$90k - $120k
...COMPANY OVERVIEW Cercano Management LLC ("Cercano") is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices...Work at officeFlexible hours$50k - $55k
...of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). The Role We are looking for a warm, detail-...Permanent employmentWork at officeLocal areaFlexible hours
