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- ...to Financial Advisors. keep management systems up-to-date with client information educate clients on account services and capabilities... ...for succession. Your Expertise Series 7 and 66 licenses (for registered CSAs only) Ideally 5 years of experience in client service, within...SeniorFull timeWork at office
UBS
Sugar Land, TX1 day 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...SeniorFlexible hours
Dormont Manufacturing Company
Indianapolis, IN1 day ago $55k - $90k
...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 ideal for professionals with at least 3+ years as a Registered...SeniorFull timeFlexible hoursRBC Capital Markets, LLC
Jericho, NY1 day ago- ...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior 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...SeniorWork experience placementWork at officeImmediate start
MRINetwork
Encino, CA16 hours ago - ...Financial Advisors. • keep management systems up-to-date with client information • educate clients on account services and... ...succession. Your expertise • series 7 and 66 licenses (for registered CSAs only) • ideally 5 years of experience in client service,...SeniorWork at officeFlexible hours
UBS
Sugar Land, TX2 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
Royal Bank of Canada
Indianapolis, IN4 days ago $34.62 - $52.4 per hour
...Senior Registered Client Associate in Wealth and Investment Management 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...SeniorOngoing contractWork experience placementWork at officeImmediate startWells Fargo
El Segundo, CA23 hours ago$55k - $90k
...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...SeniorFull timeFlexible hoursRBC
New York, NY3 hours agonew$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$105k - $135k
...below. Type: Full-Time Reports To: Senior Advisor Firm: Quorum Private Wealth... ...operational excellence, proactive client service, and seamless behind-the-scenes... ...Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to...SeniorFull timeWork at officeMonday to Friday- 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
- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...Senior
$55k - $90k
...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...SeniorFull timeFlexible hours- ...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...SeniorWork 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...SeniorWork at office- ...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
- Job Summary Raymond James is seeking a Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in‑person, and virtual channels, organization...SeniorWork at office
- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...SeniorWork at office
- ...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
- ...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
$55k - $85k
...Job Description Summary Job Description Job Summary 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...SeniorWork experience placementWork at office- ...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...SeniorWork at officeLocal area
$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 officeWork from homeShift workDay shiftBank of America
Burlington, MA2 days ago- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...resilient, results focused and effective. Position Overview The Registered Wealth Management Client Associate role is a sales support position...InternshipWork at officeFlexible hoursShift workDay shift
Dormont Manufacturing Company
Naples, FL1 day ago - ...Las Vegas, NV branch office. You will be the “front line” for client contact, client service issues, and processing the existing and... ...absolute discretion, tactfulness and adaptability to changing demands registered and Licensed with FINRA - SIE, Series 7 and Series 66 #J-18808-...Full timeWork at officeFlexible hours
UBS
Coral Gables, FL2 days ago - ...Overview 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 support client service and team operations. Responsibilities keep management systems up-to-date with client information educate...Full timeWork at officeFlexible hours
UBS
Naples, FL3 days ago $26.5 - $42 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...resilient, results focused and effective. Position Overview The Registered Wealth Management Client Associate role is a sales support position...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftDormont Manufacturing Company
Garden City, ID1 day 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 officeWork from homeShift workDay shift
Bank of America
Dallas, TX2 days ago $15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and... ...insurance products. At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology...Hourly payWork experience placementWork at officeDadavidson
Pasadena, CA3 days ago$75k - $85k
...Job Type Full Time 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...Full timeWork at officeUBS
Pasadena, CA2 days ago
