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- ...We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely...SeniorFull time
Leeds Professional Resources
Miami, FL19 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...SeniorFull timeFlexible hoursUBS
Los Angeles, CA2 days ago$80k - $100k
...trust as the foundation of long-term client relationships and comprehensive... ...Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank... ...a separate entity from WFAFN. Senior Registered Client Associate Location: 380 Knollwood St. Suite...SeniorOngoing contractFull timeWork experience placementWork at officeImmediate startGoodson & Nichols Financial Group
Winston Salem, NC4 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...SeniorFlexible hours
Kestra Financial
Roswell, GA3 days ago $55k - $90k
...Senior Registered Client AssociateJoin 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...SeniorFlexible hoursRoyal Bank of Canada
Jericho, NY3 days ago- ...Senior Registered Client Associate in Wealth and Investment ManagementWells Fargo is seeking a Senior 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...SeniorOngoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Austin, TX2 days ago $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...Senior- Kestra Financial, Inc. is seeking a Senior Registered Client Associate to support Advisors and deliver an exceptional client experience. You will leverage strong client service, communication, and problem-solving skills to provide timely, accurate support to clients and...SeniorFlexible hours
- A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...Senior
- ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund...SeniorFull time
Leeds Professional Resources
Miami, FL19 hours ago - ...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,...SeniorFull timeWork at office
Ascent Wealth Partners, LLC
Boulder, CO4 days ago - ...Senior Registered Client Service Associate Senior 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...SeniorWork at officeLocal area
- ...Senior Registered Client Service Associate Senior 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...SeniorWork at officeLocal area
$35.12k - $90k
POSITION SUMMARY Senior 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...SeniorTemporary workWork at officeLocal areaWork visa$45k - $85k
...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 and creative problem solver to join our growing team. This essential role helps...SeniorWork at office- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorFlexible hours
UBS
Los Angeles, CA1 day ago - ...meeting documents and other materials. \n Schedule meetings for team utilizing our group’s various applications \n Respond to client questions regarding accounts, policies, and procedures. \n Review daily activity and reconcile current client activity, fund...Senior
Leeds Professional Resources
Miami, FL22 days ago $55k - $87.36k
...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective... ...provides consultation and education regarding the Raymond James and Associates platform. Knowledge of Company’s working structure,...SeniorFull timeWork experience placementWork at officeRemote workHome office- The Sr. Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice. This role is pivotal in enhancing the client experience and ensuring compliance standards. Key Responsibilities: Serve as the...SeniorRemote job
- ...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...SeniorFull timeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates 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 engaging...SeniorWork at officeLocal area
- ...We are seeking a detail-oriented and client-focused Registered Client Associate to support financial advisors and assist with the day-to-day servicing of client accounts. The ideal candidate has experience in the financial services industry, strong organizational skills...Full time
Providence Talent Group
Miami, FL4 days ago - ...TypeFull Time Key responsibilitiesAre 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•...Work at officeFlexible hours
UBS
Philadelphia, PA22 hours ago $75k - $95k
...Registered Client Associate Join a Growing Wealth Management Practice Black Brook Wealth Advisors and BBDG Wealth Partners are seeking an experienced, client-focused Registered Sales Assistant to join our growing team. This role is ideal for a highly...Work at officeLocal areaContinuum Advantage LLC
Pompton Plains, NJ2 days ago- ...POSITION SUMMARY 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 engaging and...SeniorFull timeWork at officeLocal areaWork visa
$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 paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Great Neck, NY1 day ago- ...Registered Private Wealth Client Associate Bloomfield Hills, Michigan To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Bloomfield, MI2 days ago - ...Registered Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...InternshipWork at officeFlexible hoursShift workDay shift
Bank of America
Montana4 days ago $28 - $45 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...and professional pursuits that matter most. We are seeking a Registered Client Associate who brings a positive attitude and strong energy...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Frederick, MD2 days ago$45k - $70k
...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...Flexible hoursRBC
Hunt Valley, MD2 days ago
