Average salary: $56,250 /yearly

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  •  ...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
    Flexible hours

    RBC

    Madison, WI
    6 hours agonew
  •  ...Partners, LLC is a wealth management firm dedicated to helping clients achieve their long-term financial goals through thoughtful...  ...client-focused environment. Role Description The Sr. Registered Client Associate is a full-time, on-site role based in Boulder, CO,... 
    Suggested
    Full time
    Work at office

    Ascent Wealth Partners, LLC

    Boulder, CO
    1 day ago
  • $80k - $100k

     ...and trust as the foundation of long-term client relationships and comprehensive wealth...  ...Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank...  ...WFAFN. Senior Registered Client Associate Location: 380 Knollwood St. Suite... 
    Suggested
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Goodson & Nichols Financial Group

    Winston Salem, NC
    1 day ago
  •  ...Company We're partnered with a well established wealth management team based in the heart of NYC in their search for a Registered Client Associate to join them. About the Role As a Registered Client Associate, you'll play a central role in supporting a high... 
    Suggested
    Full time

    The Forum Group

    New York, NY
    1 day ago
  •  ...A private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This position requires investment knowledge, sound judgment, and the ability to manage client requests and transaction activity within a regulated... 
    Suggested
    Full time

    Leeds Professional Resources

    Miami, FL
    3 days ago
  • About this role: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.In this role you will:Assist Profit Formula (PF)Financial... 
    Suggested
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Charleston, SC
    15 hours ago
  • $85k - $120k

     ...the next step in your career? Are you passionate about delivering an exceptional client experience and ready to help run a large team? We're looking for a Senior Registered Client Associate to:• Take ownership of all administrative and operational support activities for... 
    Suggested
    Full time
    Flexible hours

    UBS

    Los Angeles, CA
    4 days ago
  •  ...Full Time Key responsibilities 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... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Talentify.io

    Tulsa, OK
    2 days ago
  •  ...Client Associate/Registered Client AssociateEmbrace 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 to our... 
    Suggested
    Flexible hours

    Royal Bank of Canada

    Boca Raton, FL
    1 day ago
  •  ...Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.In this... 
    Suggested
    Work experience placement
    Work at office
    Immediate start

    Phenom People

    Albuquerque, NM
    15 hours ago
  •  ...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... 
    Suggested
    Full time
    Flexible hours

    Royal Bank of Canada

    Sioux Falls, SD
    3 days ago
  •  ...Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence...  ...must be obtained within a specified timeframe if hired into a registered job code Advanced industry knowledge and understanding of... 
    Suggested
    Seasonal work
    Work at office

    Jobtailor

    Greenwich, CT
    4 days ago
  •  ...institutions. This role supports Financial Advisors by providing client service support and ensuring operational excellence....  ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an understanding... 
    Suggested
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Wausau, WI
    2 days ago
  • $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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    ghr

    Hingham, MA
    2 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... 
    Suggested
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  • $55k - $75k

     ...Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active communication, exceptional attention to detail, and... 
    Full time
    Work at office
    Flexible hours

    UBS

    Chicago, IL
    15 hours ago
  •  ...delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a...  ...’ needs are met. As we continue to grow, we are seeking a Registered Client Associate who understands the needs of the business, is passionate... 
    For contractors
    Work at office

    Raymond James

    Salt Lake City, UT
    1 day ago
  •  ...Merrill Wealth Management Client AssociateMerrill Wealth Management is a leading provider...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ..., results focused and effective.The Registered Wealth Management Client Associate role... 
    Internship
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Winter Park, FL
    2 days ago
  •  ...Job Reference # 341611BR City Coral Gables Job Type Full Time Key responsibilities We’re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate... 
    Full time
    Work at office
    Flexible hours

    Talentify.io

    Coral Gables, FL
    15 hours ago
  •  ...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 time
    Flexible hours

    RBC Capital Markets LLC

    Boca Raton, FL
    2 days ago
  • $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... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Wellesley, MA
    3 days ago
  • **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-... 
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Scottsdale, AZ
    4 days ago
  •  ...Westport Key Responsibilities 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

    Westport, CT
    3 days ago
  •  ...SUMMARY The Senior Registered Client Associate reports to the Managing Partners and plays a critical role in supporting Advisors and delivering an exceptional client experience. This position utilizes strong client service, communication, and problem-solving skills to... 
    Flexible hours

    Kestra Financial Independent Advisor

    Roswell, NM
    4 days ago
  •  ...Description 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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, ME
    15 hours ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Boca Raton, FL
    3 days ago
  •  ...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 time
    Flexible hours

    Royal Bank of Canada

    Sioux Falls, SD
    4 days ago
  • $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 pay
    Work experience placement
    Work at office
    Local area

    D.A. Davidson & Co.

    Everett, WA
    2 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.** Desired Qualifications Has experience working with... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Frisco, TX
    4 days ago
  •  ...Registered Client Associate In Wealth And Investment ManagementWells 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 contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Orange Park, FL
    4 days ago