Average salary: $56,250 /yearly
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$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...SuggestedFull timeFlexible hours- ...guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...while providing an appropriate level of fl...Client Associate, Management, Wealth, Registered, Financial Advisor, Client Service...SuggestedWork at office
$65k - $75k
...Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? 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- ...Responsibilities Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...SuggestedSeasonal workShift workDay shift
$55k - $85k
...Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to help clients achieve their financial goals by competitively delivering the highest quality service. This role is an integral part of the client/financial...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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
- ...Position Overview The Registered Wealth Management Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Financial Advisors. Incumbents also support office initiatives in addition to the business of a particular...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...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. Learn more about the career areas and business divisions at wellsfargojobs.com....SuggestedOngoing contractWork experience placementWork at officeImmediate start
$44k - $66k
...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...SuggestedFull timeFlexible hours$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. Summary/Function We are currently seeking... ...products. At least two years of previous experience as a Registered Client Associate. Post‑secondary education preferred. Solid technology...SuggestedHourly payWork at office$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...SuggestedHourly paySeasonal workLocal areaShift workDay shift$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...SuggestedFull timeWork at office$25 - $44 per hour
...Job Overview As a Client Service Associate at Merrill Wealth Management, you will support one or more Financial Advisors by delivering high‑... ...be obtained within a specified timeframe if hired into a registered job code. Advanced industry knowledge and an understanding...SuggestedHourly paySeasonal workWork from home- ...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...SuggestedFull timeWork at office
$25 - $45 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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$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...Flexible hours$35k - $55k
...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 the branch. Use your administrative and...Full timeFlexible hours- ...management solutions. With a focus on delivering exceptional client service, the company helps individuals and businesses... ...a full-time, on-site role located in Wilmington, DE for a Registered Client Associate. The Registered Client Associate will support financial advisors...Full timeWork at office
$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...Full timeFlexible hours- ...Overview 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 support client service and team operations. Responsibilities keep management systems up-to-date with client information educate...Full timeWork at officeFlexible hours
$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- ...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...Flexible hours
$32 - $44.71 per hour
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 your administrative...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible 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...Seasonal 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? Responsibilities 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 office$32 - $44.71 per hour
Overview 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$58k - $80k
Overview UBS is seeking a Client Associate to provide operational and administrative support to Financial Advisors. The role is part of the... ...and is not a full UBS employee. Responsibilities Assist registered services clients and support financial advisors with day‑to‑...Full timeTraineeshipWork at office$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients. Responsibilities As a Client Associate/Registered Client Associate, you will become a trusted resource to our clients, advisors, and the branch. You will...Full timeFlexible hours- ...Overview This role supports multiple Financial Advisors by offering client service support, ensuring operational excellence, and... ...not held, must be obtained within a specified timeframe for a registered job code. Possesses advanced industry knowledge and an understanding...Seasonal workShift workDay shift
$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...Full timeWork at officeFlexible hours
