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$85k - $120k
...BRCityWestlake VillageJob TypeFull Time Your roleA Client Associate services clients and provides... ...role requires the employee to be fully registered. Must have at least 5 years of industry... ...all the firm has to offer. As a senior registered client associate, you’ll play...SeniorFull timeWork at officeFlexible hours- 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 Financial Advisor...SeniorOngoing contractFull timeWork experience placementWork at officeImmediate start
- ...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...Senior
RBC Capital Markets, LLC
Jericho, NY2 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, IN3 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...SeniorFlexible hoursRoyal Bank of Canada
Jericho, NY1 day 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 diligence...SeniorFull timeFlexible hoursUBS
Washington DC1 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, NY4 days ago- ...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, 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, IN5 days ago $55k - $90k
...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 hoursRoyal Bank of Canada
New York, NY5 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- RBC Wealth Management in New York is seeking a Senior Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors grow their business, meet compliance standards, onboard...Senior
- ...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
- ...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 experience placementWork 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
Louisville, KY4 days ago - ...Rockefeller Capital Management in Grand Rapids, MI seeks a Senior Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account opening, asset transfers, and client...SeniorWork at office
Rockefeller Financial
Grand Rapids, MI2 days ago - UBS in Westlake Village, CA, is seeking a Client Associate to service clients and provide operational and administrative support to Financial Advisors. The role requires full registration and at least five years of industry experience. You will educate clients on account...Senior
$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- ...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 officeWork from homeShift workDay shift
- ...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 officeWork from homeShift workDay shift
- ...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
- ...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: Registered Wealth Management Client Associate role is a sales support position...InternshipWork at officeFlexible hoursShift workDay shift
Bank of America
Ossining, NY4 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 officeWork from homeShift workDay shift
Bank of America
Doral, FL4 days ago $65k - $85k
...take care of people? 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 officeFlexible hoursUBS
Pasadena, CA2 days ago$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, IL1 day ago$49.5k - $77k
...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
Boston, MA5 days ago- ...delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a... ...’ needs are met. As we continue to grow, we are seeking a Registered Client Associate who understands the needs of the business, is passionate...For contractorsWork at office
Raymond James
Salt Lake City, UT2 days ago $30 - $36 per hour
...integrity and ethics, delivering outstanding service to our clients, and encouraging a friendly, open culture. Summary /... ...annuities, and insurance products. Some previous experience as a Registered Client Associate is preferred. Post‑secondary education preferred. Solid...Hourly payWork experience placementD.A. Davidson
Seattle, WA2 days 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
Providence, RI1 day ago
