- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… 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
- 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 … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …and additional info. Our client is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and… more
- Thrivent Financial (Faribault, MN)
- This position provides licensed financial and non-financial support to Legacy Wealth Advisors and will serve as a resource to Thrivent Financial for Lutherans ... a sense of "community" with and among clients and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment… more
- JPMorgan Chase (Fayetteville, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Thrivent Financial (Bellevue, WA)
- About Ascend National Wealth Advisors: At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect your unique values and ... provides licensed financial and non-financial support to Ascend National Wealth Advisors and will serve as a resource to...of "community" with and among clients and prospects. The Associate Advisor reports to and is employed/contracted by the… more
- JPMorgan Chase (Freehold, NJ)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (Jacksonville, FL)
- …for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), ... within JPMorgan Wealth Management. **Job responsibilities** + Work as a team...and active Series 7 license + If you were registered after October 1, 2018 you must also have… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Software - (We will train) 4. Cash Balance Reports review with registered advisor/ monthly 5. Investment Policy Questionnaires with clients and recording results ... Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment centers 10.… more
- TD Bank (Greenville, SC)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of ... the mass affluent segment. The role serves as the primary administrative and service support for the Financial Advisors (FAs) and their clients. The Financial… 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 ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… 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
- Robert Half Finance & Accounting (Boston, MA)
- …highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include client ... Minimum of 2 years of experience in a client service or administrative role within financial services. * Active...work collaboratively in a team-focused environment. * Familiarity with wealth management or private wealth processes is… 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 ... + Assist Profit Formula (PF) Financial Advisor(s) with sales, service , and operational related activities such as providing ...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… 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 ... . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients… more
- Banner Health (Fallon, NV)
- …our patients, who are friends and family in Churchill County and beyond. **As a PRN, Registered Respiratory Therapist, you will be a part of a team as an on call ... We provide comprehensive and emergency care, including an ambulance service that covers more than 5,900 square miles. This...from both Reno and Lake Tahoe - offers a wealth of lifestyle advantages, including rustic, rural charm, along… more
- Coldstream Wealth Management (Seattle, WA)
- …fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... starts between $60k - $70k plus an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream Wealth Management more
- Banner Health (Worland, WY)
- …hub, Worland has a proud heritage of initiative, innovation and offers a wealth of recreational opportunities. Many of our patients come to Washakie Medical Center ... 1.5 tesla MRI, Ultrasound, fluro, electronic medical records and a full service , state-of-the-art lab. Our trauma ED is staffed with full-time physicians and… more
- Kestra Financial (Dover, DE)
- About Us We're a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our ... right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of...five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit. What You'll… more