Average salary: $56,250 /yearly
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$60k
...Job Description Job Description Registered Client Associate Rey Financial Group, located in Short Hills, New Jersey, is seeking a Registered Client Associate (CA) to join their boutique, financial planning family team. Having worked together for many years, the...SuggestedTemporary workAfternoon shiftContinuum Advantage LLC
Short Hills, NJ3 days ago$66.56k - $75k
...Job Description Job Description Registered Client Associate (RCA) Highlands Wealth Management Group team is seeking a motivated and detail-oriented Registered Client Associate to support advisors and deliver exceptional client service. We are looking for someone...SuggestedContinuum Advantage LLC
Littleton, CO5 days ago$40k - $60k
...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 hoursRBC
Portland, OR4 days 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...SuggestedFull timeFlexible hours
RBC
Phoenix, AZ5 days ago $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, NY3 days ago$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... .... • At least two years previous experience as a Registered Client Associate. • Post-Secondary education preferred. • Solid...SuggestedWork experience placementWork at officeLocal areaD.A. Davidson
Medford, OR2 days ago$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- ...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...SuggestedFull timeFlexible hours
$40k - $66k
...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...SuggestedFlexible hours- 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
- Your role 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...SuggestedFull timeWork at office
- ...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
$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...SuggestedHourly 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... ...positively impact the communities we serve. Position Overview The Registered Wealth Management Client Associate role is a sales support...SuggestedSeasonal 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
$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$32 - $44.71 per hour
Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply Job Description 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...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursShift work$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 paySeasonal workWork at officeShift 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,...Full 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...Full timeWork at office$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...Full 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...Full timeWork at office$44k - $66k
RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Boston. In this role, you'll support financial advisors and clients by managing account inquiries, ensuring compliance, and facilitating financial transactions. Candidates should have a...Flexible hours$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...$40k - $70k
RBC in Baltimore, Maryland is looking for a Client Associate/Registered Client Associate to support financial advisors and clients. This role involves relationship management, compliance adherence, and operational tasks. Candidates should have a Bachelor’s degree or relevant...Flexible hours- ...investment advice and guidance. Job Summary This role provides client service support to Financial Advisors, supports enterprise strategic... ...licenses within the specified timeframe if hired into a registered job code. Possess advanced industry knowledge and understanding...Seasonal workWork from homeShift 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
Salt Lake City, UT3 days ago - ...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, TX5 days ago - ...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
Atlanta, GA1 day ago
