- Raymond James Financial, Inc. (Greenville, SC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Franklin, TN)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Hanover, NH)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Comerica (Costa Mesa, CA)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Truist (Rockville, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Robert Half Finance & Accounting (Boston, MA)
- … is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active Series 7 license, with… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Raymond James Financial, Inc. (Denver, CO)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... manuals. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in...lead others in providing a high level of customer service in a calm and professional manner, constantly projecting… more
- Bank of America (Raleigh, NC)
- Registered Wealth Management Client Associate Raleigh, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... that is culture driven, resilient, results focused and effective._ **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Bank of America (Fairhope, AL)
- Registered Wealth Management Client Associate Fairhope, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fairhope/ Registered -Wealth-Management- Client - Associate \_25037406) **Job Description:** _Merrill Wealth… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Raymond James Financial, Inc. (Chicago, IL)
- …who thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll ... We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing,...**Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, and scheduling… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or...issues will be owned end to end by the associate and will be treated with a closed loop… more
- REMOVERY LLC (San Diego, CA)
- …opening a new location in Lexington in the Summer of 2025! Position Overview: As an Registered Nurse RN / Laser Associate you are the to the go-to laser expert ... in their skin. We provide the highest quality of service and care at every stage of our clients'...ease and takes the utmost satisfaction in providing exceptional client experiences. Our RN Laser Associate position… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage… more
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