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...SuggestedFlexible hoursRBC
Jericho, NY2 days ago- ...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
$40k - $60k
...integral part of our branch serving financial advisors and our clients. We offer training, development and learning resources so... ...way that matters to you. What is the opportunity? As a Client Associate/Registered Client Associate, become a trusted resource to our clients,...SuggestedFull timeFlexible hours- Responsibilities Relationship Management Educate clients on account services and capabilities (e.g., how to read statements... ...Input orders within appropriate system and complete associated paperwork, if registered Review daily branch reports and alerts and process accordingly...SuggestedFull timeWork at office
$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 with the preparation...SuggestedFull timeWork at office- 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
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Senior Registered Client Associate - Flexible FTE Flexible Full-Time Employment (FTE) Hours built to suit the right candidate Are you an operations‑minded professional who genuinely enjoys helping clients and keeping things running smoothly? We’re a growing, independent...SuggestedFull timeWork at officeFlexible hours
$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...SuggestedHourly paySeasonal workWork at officeShift workDay shift$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‑...SuggestedFull timeTraineeshipWork at office$58k - $80k
A prominent financial services firm in Denver is seeking a Client Associate to support clients and provide operational assistance to Financial... ...either a Series 66 or Series 65/63 license to be considered registered. Responsibilities include administrative support and...SuggestedFull time$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...SuggestedWork experience placementWork at officeLocal area$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$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$58k - $80k
Job Overview A Client Associate supports Registered services clients and provides operational and administrative support to Financial Advisors. The employee must hold Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard...SuggestedFull timeWork at office$55k - $65k
A financial services firm in Everett, WA is seeking a Registered Client Associate to provide exceptional client service and support financial activities. The ideal candidate will have significant knowledge of the securities industry, strong communication skills, and the...$40k - $66k
RBC in Westminster, Maryland is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. This role involves client relationship management, compliance adherence, and operational support to ensure business growth. Candidates should...- ...s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Job Description As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative...Full timeFlexible hours
- ...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...Work experience placementWork at office
Raymond James Financial Services
Winston Salem, NC1 day ago - ...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...Ongoing contractWork experience placementWork at officeImmediate start
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...culture driven, resilient, results focused and effective. The Registered Wealth Management Client Associate role is a sales support...InternshipWork at officeFlexible hoursShift workDay shift
- ...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...Work at officeLocal area
Morgan Stanley
Albuquerque, NM2 days ago $65k - $90k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...Work at officeRaymond James Financial Services
Rochester, NY2 hours agonew- ...Registered Client Associate Job Category: Sales Support Full-Time On-site Atlanta, GA 30326, USA Description Essential Duties and Responsibilities Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain...Full timeWork at office
- ...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....Ongoing contractWork experience placementWork at officeImmediate start
- ...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients,...
Oppenheimer & Co.
Shenandoah, TX4 days ago $15 - $40.87 per hour
...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...Hourly payTemporary workWork at officeLocal areaMorgan Stanley
Norwell, MA4 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
Tampa, FL2 hours agonew - ...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...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Houston, TX1 day 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
Morgan Stanley
Miami, FL3 days ago
