- 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 ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… 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 oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… 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 oriented ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… 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 ... details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active Series 7 license,… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… 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 Wealth… more
- Raymond James Financial, Inc. (Chicago, IL)
- **Job Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services ... who thrives in a collaborative environment and is passionate about delivering exceptional client service. As a key member of our expanding group, you'll work… 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 ... listed below. Assists with the opening and maintenance of client accounts and records. Ensure completion of all paperwork...Provide accurate, timely and courteous responses to clients. Organize client files and set up systems to assist Financial… 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
- Raymond James Financial, Inc. (Jacksonville, FL)
- …the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. * Ensures key client information and documentation is current with firm and...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports, spreadsheets and… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. + Ensures key client information and documentation is current with firm and...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- … acquisition. We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing ... * 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 oriented ... operational manuals. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in disseminating information… more
- Edward Jones (Bloomington, MN)
- …are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $33.73 **Hiring Maximum:** $35.84 ... ** Client advocate. Skilled communicator. Problem solver. Does that...close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the… 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 email. +...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 ... ease and takes the utmost satisfaction in providing exceptional client experiences. Our RN Laser Associate position allows you to empower clients as they embark… more