- HSBC (Irvine, CA)
- …them to reach the necessary channels to meet their needs. Building an ongoing client relationship based on value and service is critical to being successful ... assigned portfolio + Support Wealth Relationship Managers to manage client contact and service , including, in the...representative + Enter orders for clients and opens new client accounts at the direction of the registered… more
- Truist (Winston Salem, NC)
- …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
- TD Bank (New York, NY)
- …Team is an integral part of TD Securities. The group provides best-of-class service to business partners in TD Bank Financial Group (the Bank) through negotiation ... products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position...risk. The position will be responsible for providing best-of-class service to clients of TD Securities and internal business… more
- Wells Fargo (Birmingham, MI)
- **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 ... 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 anticipate and… more
- Wells Fargo (Bellevue, WA)
- **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 ... 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 anticipate and… more
- Wells Fargo (Birmingham, MI)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Bank of America (Port Saint Lucie, FL)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate St Lucie West Port Saint Lucie,...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- Bank of America (Boca Raton, FL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Registered Candidate Boca Ratan Boca Raton, Florida **To...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Thrivent Financial (Fort Wayne, IN)
- …and insurance related tasks and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Greg Weber ... insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products. + Demonstrated customer service … more
- Coldstream Wealth Management (Portland, OR)
- …known for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged ... the team is looking for a Sr. CSA. The Client Service Associate Role The Client...responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage … more
- Thrivent Financial (Perryville, MO)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by Kendra ... This position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their customer accounts… more
- KeyBank (Cohoes, NY)
- …including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor's requests. + Create and manage ... for assisting the Key Investment Services Sales Force in achieving sales goals, customer service , business growth and client retention. This person will serve as… more
- Coldstream Wealth Management (Bellevue, WA)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and welcoming team, you will learn the ... preparing meeting materials in advance + Coordinating the new client onboarding process: + Opening brokerage accounts,...service experience and the desire to provide superior client service in a team-oriented environment +… more
- Coldstream Wealth Management (Seattle, WA)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...service experience and the desire to provide superior client service in a team-oriented environment +… more
- KeyBank (Salt Lake City, UT)
- …and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing ... strategies based on the client 's financial goals, and by coordinating with the extended...maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- Wells Fargo (Tyler, TX)
- …and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Wilmington, NC)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (Waukesha, WI)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- Wells Fargo (Spokane, WA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
