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  • Senior Registered Client Associate

    $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... 
    Senior
    Full time
    Flexible hours

    UBS

    Los Angeles, CA
    1 day ago

  • Senior Registered Client Associate

     ...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 to... 
    Senior
    Flexible hours

    Kestra Technologies

    Roswell, NM
    1 day ago

  • Senior Registered Client Associate

     ...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

    Leeds Professional Resources

    Doral, FL
    3 days ago

  • Senior Registered Client Associate

     ...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... 
    Senior
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Palm Beach, FL
    3 days ago

  • Senior Registered Client Associate

    $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...  ...Group is a separate entity from WFAFN. Senior Registered Client Associate Location: 380 Knollwood St. Suite 34... 
    Senior
    Ongoing contract
    Full time
    Work experience placement
    Work at office
    Immediate start

    Goodson & Nichols Financial Group

    Winston Salem, NC
    2 days ago

  • Senior Registered Client Associate

    $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... 
    Senior
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Jericho, NY
    3 days ago

  • Senior Registered Client Associate

    $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... 
    Senior
    Full time
    Flexible hours

    UBS

    Washington DC
    2 days ago

  • Senior Registered Client Associate

     ...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... 
    Senior
    Ongoing contract
    Work experience placement
    For subcontractor
    Work at office
    Immediate start

    Penn Select investment Consulting

    Bethel Park, PA
    26 days ago

  • Senior Registered Client Service Associate

     ...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... 
    Senior
    Work at office
    Local area

    Morgan Stanley

    El Segundo, CA
    1 day ago

  • Senior Registered Client Service Associate

     ...professionals with outstanding career opportunities. Our client, an established and highly respected independent...  ...located in Greensboro, NC, is seeking an experienced Senior Registered Client Services Associate to join its growing team. About the Role Position... 
    Senior
    Work at office

    TalentWealth

    Greensboro, NC
    8 hours agonew

  • Senior Registered Client Service Associate

     ...Our client a prestigious Private Wealth Management firm is seeking a highly motivated and experienced Senior Registered Client Service Associate (CSA) to join our team in Washington, DC . This role is integral to supporting our high-net-worth clients and financial advisors... 
    Senior
    Work at office
    Remote work

    Phyton Talent Advisors

    Washington DC
    8 hours agonew

  • Senior Registered Client Associate - Wealth Management

     ...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... 
    Senior

    Leeds Professional Resources

    Miami, FL
    8 hours agonew

  • Sr. Registered Client Associate

     ...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,... 
    Senior
    Full time
    Work at office

    Ascent Wealth Partners, LLC

    Boulder, CO
    8 hours agonew

  • Senior Client Associate/Registered Client Associate

     ...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... 
    Senior
    Full time
    Flexible hours

    Royal Bank of Canada

    Dallas, TX
    more than 2 months ago

  • Senior Registered Client Service Associate

     ...Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate Job Description POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs... 
    Senior
    Full time
    Work at office
    Local area

    Morgan Stanley

    Fort Lauderdale, FL
    16 hours ago

  • Registered Client Associate

     ...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•... 
    Flexible hours

    UBS

    Miami, FL
    11 hours agonew

  • Registered Client Associate/Client Associate

     ...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 hours

    RBC

    Sioux Falls, SD
    10 hours agonew

  • Registered Wealth Management Client Associate

    $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    10 hours agonew

  • Registered Wealth Management Client Associate

    $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Wellesley, MA
    10 hours agonew

  • Registered Client Associate

    **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-... 
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Scottsdale, AZ
    1 day ago

  • Registered Client Associate

     ...Chesterfield Key Responsibilities 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 time
    Work at office
    Flexible hours

    UBS

    Wildwood, MO
    1 day ago

  • Registered Wealth Management Client Associate

     ...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 work
    Work from home
    Shift work
    Day shift

    Bank of America

    Wausau, WI
    4 days ago

  • Registered Wealth Management Client Associate

     ...Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence...  ...must be obtained within a specified timeframe if hired into a registered job code Advanced industry knowledge and understanding of... 
    Seasonal work
    Work at office

    Jobtailor

    Greenwich, CT
    1 day ago

  • Registered Client Associate

     ...Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.In this... 
    Work experience placement
    Work at office
    Immediate start

    Phenom People

    Albuquerque, NM
    2 days ago

  • Registered Wealth Management Client Associate

    $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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    ghr

    Hingham, MA
    4 days ago

  • Registered Client Associate

     ...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 contractors
    Work at office

    Raymond James

    Salt Lake City, UT
    3 days ago

  • Registered Client Associate

    $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 time
    Work at office
    Flexible hours

    UBS

    Chicago, IL
    2 days ago

  • Registered Client Associate

     ...Westport Key Responsibilities 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 time
    Flexible hours

    UBS

    Westport, CT
    10 hours agonew

  • Registered Client Associate

     ...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 hours

    Royal Bank of Canada

    Boca Raton, FL
    3 days ago

  • Registered Wealth Management Client Associate

     ...Registered Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  ...'s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Internship
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Michigan
    4 days ago