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$34.62 - $52.4 per hour
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...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 $85k - $120k
...Your role A Client Associate services clients and provides operational and administrative support... ...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 hoursUBS
Westlake Village, CA1 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...SeniorFull timeFlexible hours
RBC Capital Markets, LLC
Indianapolis, IN3 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 $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$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$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 skills...SeniorFull timeFlexible hoursRBC Capital Markets, LLC
New York, NY4 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, IN3 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 - $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 skills...SeniorFull timeFlexible hoursRBC Capital Markets, LLC
New York, NY5 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 area
- ...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 experience placementWork at office
$34.32k - $90k
...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 build trusted relationships...SuggestedFull timeTemporary workWork at officeLocal area- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...access with deeply personalized client relationships. Our multigenerational team... ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in...SeniorWork at office
Evolve Private Wealth
New York, NY4 days 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...Flexible hoursRoyal Bank of Canada
Norwell, MA3 days ago- ...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...Full timeFlexible hours
RBC
Great Falls, MT3 days ago $38k - $60k
...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...Full timeFlexible hoursRBC
Portland, ME4 days ago- ...Client Associate/Registered Client Associate Selected candidates will receive a signing bonus in addition to our competitive base salary and benefits package. Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial...Full timeRelocation packageFlexible hours
RBC
Fort Worth, TX5 days ago $65k - $75k
...a modern, AI-native home. Savvy is a registered investment advisor (RIA), and we partner... ...-box: a proprietary tech platform and client portal, an in-house marketing team... ...Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional...SeniorSavvy Wealth
New York, NY4 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, FL2 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, CA1 day 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, CA4 days ago$25 - $45 per hour
...Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational... ...be obtained within a specified timeframe if being hired into a registered job code Possesses advanced industry knowledge and an...Hourly paySeasonal workShift workDay shiftBank of America
West Palm Beach, FL3 days ago$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation...Full timeWork at officeUBS
New York, NY1 day ago$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
Saratoga Springs, NY1 day 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,...For contractorsWork experience placementWork at office
Raymond James
Scottsdale, AZ2 days ago - ...in goal‑based wealth management, helping clients plan for retirement, education, legacy,... ...banking convenience. Wealth Management Client Associates work closely with Financial Advisors to... ...a specified timeframe when hired into a registered job code. Possess advanced industry...Seasonal workWork from homeShift workDay shift
Bank of America
Short Hills, NJ4 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
Dormont Manufacturing Company
Austin, TX2 days ago
