Average salary: $56,250 /yearly
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$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...SuggestedFull timeFlexible hoursRoyal Bank of Canada
Florham Park, NJ3 days ago$65k - $75k
...financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are... ...thrive and grow professionally with the firm. As a Registered Private Client Associate you will play an integral role in the success of the Janney...SuggestedFull timeWork at officeImmediate startWork from homeHome officeJanney Montgomery Scott
New York, NY2 days ago$75k - $85k
...you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client... ...Your expertise •SIE, Series 7 and 66 licenses (for registered CSAs only) • ideally 3-5 years of experience in client service...SuggestedWork at officeFlexible hoursUBS
San Francisco, CA9 hours ago$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...SuggestedWork at officeFlexible hoursUBS
New York, NY2 days ago- ...Registered Wealth Management Client Associate Northbrook, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (...SuggestedSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
Bank of America
Northbrook, IL4 days ago $55k - $85k
...Senior Registered Client Relationship Associate We are seeking to add a Senior Registered Client Relationship Associate to join our growing, high-performing financial services team. This is an exciting opportunity for a professional, who thrives in a collaborative...SuggestedWork at office$34.32k - $90k
...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 in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
San Francisco, CA5 hours agonew- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...Suggested
$55k - $85k
...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...SuggestedWork at office- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is Americas leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service...SuggestedHome office
- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...SuggestedWork at officeLocal area
$100k - $150k
...An independent financial services practice is seeking to expand its client service team. The ideal candidate will have experience in client services and branch-level operations, with a strong understanding of the financial services industry-particularly fee-based and...SuggestedWork at officeBCI - Brokerage Consultants Inc
Highland Park, IL1 day ago$55k
...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 areaD.A. Davidson Companies
Everett, WA4 days ago- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...results focused and effective. Position Overview: The Registered Wealth Management Client Associate role is a sales support...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...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...SuggestedWork at officeLocal area
$45k - $75k
...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- ...Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SA role...Work at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s) on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...Work at officeImmediate start
$60k - $75k
...DSG Capital Advisors is a fast-growing RIA looking for a Registered Wealth Management Client Service Associate. We are an experienced and talented group of professionals who work hard for our clients every day. We are looking for a person with strong professional experience...Work at office$32.92k - $85k
...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...Temporary workWork at officeLocal area$25.1 - $41.83 per hour
...Registered Client Service Associate At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As a Registered Client Service Associate, you will provide comprehensive administrative and operational...Full timeWork at officeWork from home- ...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
- ...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...Work at officeLocal area
$74.5k - $77.5k
...About this job: At Vanguard, we have a client-first mentality that we live and breathe... ...success." Our Client Relationship Associates fulfill our mission by helping our clients... ...hires may need to be full jurisdiction registered in all US states and territories. Vanguard...Vanguard Group, Inc.
Scottsdale, AZ9 hours ago$95k - $105k
...Client Success Associate Ethic is looking for exceptional Client Success candidates to support the growth of our client base. The Client... ...UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City. Our team is...Work experience placementWork at officeRemote work- ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's retail banking organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Atlanta, GA5 hours agonew - ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placement
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workWork experience placementWork at officeShift work
$44k - $72k
...communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You... ...What do you need to succeed? Must-have ~3+ years of Registered Client Associate experience or related industry experience ~ Series 7 and...Full timeFlexible hours
