Average salary: $56,250 /yearly

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  • Registered Wealth Management Client Associate

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

    Dormont Manufacturing Company

    Ossining, NY
    4 days ago

  • Registered Client Associate

    **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-... 
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    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Scottsdale, AZ
    2 days ago

  • Registered Private Wealth Client Associate - Bilingual Portuguese Preferred

     ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Doral, FL
    4 days ago

  • Registered Wealth Management Client Associate

     ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...must be obtained within a specified timeframe if hired into a registered job code. Possesses advanced industry knowledge and an understanding... 
    Suggested
    Seasonal work
    Work at office

    Bank of America

    Summit, NJ
    3 days ago

  • Registered Client Associate

    $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... 
    Suggested
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Everett, WA
    14 hours ago

  • Registered Client Associate

     ...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... 
    Suggested
    Full time
    Work at office

    UBS

    Chattanooga, TN
    14 hours ago

  • Registered Client Associate

     ...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... 
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    For contractors
    Work experience placement
    Work at office

    Raymond James

    Green Bay, WI
    3 days ago

  • Registered Wealth Management Client Associate

     ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Austin, TX
    4 days ago

  • Registered Wealth Management Client Associate

     ...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... 
    Suggested
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Short Hills, NJ
    21 hours ago

  • Registered Client Associate

    $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

  • Registered Wealth Management Client Associate

     ...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
    14 hours ago

  • Registered Client Associate

    $55k - $85k

     ...Overview Registered Client Associate — Full Time, Clerical, Boston, MA, US Requisition ID: 1062 • Salary Range: $55,000.00 To $85,000.00 Annually Moors & Cabot: Where Your Financial Career Finds Its Home. For over 135 years, Moors & Cabot has been a cornerstone of personalized... 
    Suggested
    Full time
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Moors & Cabot

    Boston, MA
    1 day ago

  • Senior Registered Client Associate

     ...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 and branch. Use your administrative and operational skills... 
    Suggested
    Flexible hours

    Dormont Manufacturing Company

    Indianapolis, IN
    4 days ago

  • Registered Client Associate

     ...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 operational... 
    Suggested
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Phenom People

    Albuquerque, NM
    18 days ago

  • Senior Registered Client Associate

     ...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... 
    Suggested
    Full time
    Flexible hours

    RBC

    Indianapolis, IN
    14 hours ago

  • Senior Registered Client Associate

     ...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. Learn more about the career areas and business divisions at wellsfargojobs... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Birmingham, MI
    1 day ago

  • Registered Wealth Management Client Associate

    $25 - $45 per hour

     ...Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational...  ...be obtained within a specified timeframe if being hired into a registered job code Possesses advanced industry knowledge and an... 
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    West Palm Beach, FL
    3 hours agonew

  • Registered Wealth Management Client Associate

     ...Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in... 
    Seasonal work
    Work at office
    Shift work
    Day shift

    Dormont Manufacturing Company

    Florida, NY
    2 days ago

  • Registered Wealth Management Client Associate

    $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... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    New York, NY
    14 hours ago

  • Registered Wealth Management Client Associate

    $25 - $44 per hour

     ...institutions. We specialize in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals...  ...must be obtained within a specified timeframe if hired into a registered job code. Advanced industry knowledge and understanding of... 
    Hourly pay
    Seasonal work
    Local area
    Shift work
    Day shift

    Bank of America

    Florham Park, NJ
    1 day ago

  • Registered Client Associate

    $65k - $85k

     ...people? Responsibilities keep management systems up-to-date with client information educate clients on account services and...  ...the utmost care. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service, within... 
    Full time
    Work at office

    UBS

    Bellevue, WA
    14 hours ago

  • Registered Wealth Management Client Associate

     ...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

  • Registered Client Associate

     ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Registered Client Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client... 
    Work at office
    Flexible hours

    UBS

    Plano, TX
    3 days ago

  • Senior Registered Client Associate

     ...Financial Advisors. • keep management systems up-to-date with client information • educate clients on account services and...  ...succession. Your expertise • series 7 and 66 licenses (for registered CSAs only) • ideally 5 years of experience in client service,... 
    Work at office
    Flexible hours

    UBS

    Sugar Land, TX
    14 hours ago

  • Registered Client Associate

    $65k - $75k

     ...oriented? Please share an example of how you deliver exceptional client service. 2-How do you ensure accuracy and attention to...  ...in a client-focused environment? We're looking for a Registered Client Associate to: Keep management systems up to date with accurate... 
    Full time
    Work at office
    Flexible hours

    UBS

    Los Angeles, CA
    2 days ago

  • Registered Client Associate

    $65k - $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... 
    Full time
    Flexible hours

    UBS

    Florham Park, NJ
    3 days ago

  • 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 will help develop and maintain... 
    Work at office

    The Citadel

    West Chester, PA
    3 days ago

  • Registered Wealth Management Client Associate

    $26.5 - $42 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales support position... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Garden City, NY
    1 day ago

  • Senior Registered Client Associate

     ...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, service... 
    Work experience placement
    Work at office
    Immediate start

    MRINetwork

    Encino, CA
    3 days ago

  • Senior Registered Client Associate

    $55k - $90k

     ...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 and branch. Use your administrative and operational skills... 
    Full time
    Flexible hours

    Royal Bank of Canada

    New York, NY
    4 days ago