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- ...Time Key responsibilitiesAre you truly service oriented? Do you know how to take care of people?We’re looking for a Senior. Registered Client Associate to:• Educate clients on account services and capabilities• Assist with the preparation of reports and other materials...SeniorWork at officeFlexible hours
- ...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...SeniorFull timeFlexible hours
RBC Capital Markets, LLC
Indianapolis, IN4 days ago - ...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...SeniorFull timeFlexible hours
RBC
Indianapolis, IN4 days ago - ...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...SeniorFull timeFlexible hours
RBC Capital Markets, LLC
Indianapolis, IN1 day ago $70k - $95k
...Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Senior Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation...SeniorFull timeWork at officeFlexible hoursUBS
New York, NY5 days ago- ...About this role: Wells 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.com. In this role you will: Assist...SeniorOngoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Palm Beach, FL2 days 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...Senior
- ...Job Description Job Description Seeking a Senior Registered Client Associate in Wealth Management. In this role, you will: · Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone...SeniorOngoing contractWork experience placementFor subcontractorWork at officeImmediate start
Penn Select investment Consulting
Bethel Park, PA7 days ago $85k - $120k
...and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment... ...sophisticated and complex relationships? We’re looking for a Senior Registered Client Associate to: maintain client information and ongoing due...SeniorFull timeFlexible hours- ...Senior 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 Senior Registered Client Associate, become a trusted resource to our clients, advisors...SeniorFull timeFlexible hours
- Leeds Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients, handling service and account-related requests while ensuring accurate, compliant activity. The role requires investment knowledge and sound...Senior
- ...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
- ...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...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
Westlake Village, CA1 day ago - ...POSITION SUMMARY: 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 and utilizing the...SeniorFull timeWork at officeLocal area
Morgan Stanley
Fort Lauderdale, FLmore than 2 months ago - ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code**Possesses advanced industry knowledge and an...Full timeSeasonal workWork at officeDay shift
$25 - $45 per hour
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$25 - $45 per hour
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...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
- ...BRCityMiamiJob TypeFull Time Your roleAre 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•...Flexible hours
$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 timeWork at officeFlexible hoursUBS
Chicago, IL2 days 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...InternshipWork at officeFlexible hoursDay shift
Bank of America
Winter Park, FL4 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-oriented...For contractorsWork at office
Raymond James
Scottsdale, AZ3 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...Seasonal workWork from homeShift workDay shift
Bank of America
Fort Worth, TX3 days ago - ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.Possesses advanced industry knowledge and an...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Bloomfield Hills, MI4 days ago - ...Registered Wealth Management Client Associate Manchester, New Hampshire;Burlington, Vermont; Portland, Maine 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...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Manchester, NH1 day ago $45k - $70k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...Full timeFlexible hoursRBC Capital Markets, LLC
Providence, RI20 hours ago$49.5k - $77k
...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 to...Full timeFlexible hoursRBC
Chicago, IL3 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...Seasonal workWork at officeShift workDay shift
Bank of America
Whitehall, NY3 days ago $45k - $70k
...RBC Wealth Management 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 Registered Client Associate, become a trusted resource to our clients...Flexible hoursRBC
Providence, RI5 days ago
