- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate 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
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate 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 (Iselin, NJ)
- …to address all service needs of their clients. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support ... Registered Wealth Management Client Associate...**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (El Segundo, CA)
- Registered Wealth Management Client Associate El Segundo, California **Job Description:** Merrill Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** **Merrill Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Towson, MD)
- Registered Wealth Management Client Associate Towson, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Registered Client Associate , you will play a pivotal role as a trusted resource for our clients and wealth managers. Your ... responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing your administrative and operational skills to facilitate… 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
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services 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
- JPMorgan Chase (Plano, TX)
- …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
- JPMorgan Chase (Garden City, NY)
- …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
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and… 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
- Citigroup (O'Fallon, MO)
- The Registered Wealth Client Solutions Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... (AML) procedures for Citi's Investment and/or Banking clients. The Registered Wealth Client Solutions Associate ...+ Directly responsible for providing timely responses to client service requests, received via telephone or email + Provides… more
- Citigroup (San Antonio, TX)
- …via our Citibank branch-based advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be responsible ... banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Personal Wealth Management (CPWM) provides banking… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …priority, which is why we are growing our team and seeking a registered , team-oriented, high-performing Client Service Advisor to complement our existing team. ... **Purpose of the Role:** The Registered Client Service Advisor is accountable for...with company goals and expectations. Collaborate with the broader wealth management team to share insights from client interactions.… more
- Citigroup (Chicago, IL)
- 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 (Dallas, TX)
- 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
- Citigroup (San Antonio, TX)
- The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... account requests and maintenance, and ensuring risk is prudently managed. The Registered National Investor Center Support Associate is responsible for… 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 ... role you will:** + Assist 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