- Citigroup, Inc. (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... and services. Directly responsible for providing timely responses to client service requests, received via telephone or email. Provides...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. ... Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill… more
- JPMorgan Chase & Co. (Westerville, OH)
- …Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be ... Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth ...valid and active Series 7 license If you were registered after October 1, 2018 you must also have… more
- Wedbush Securities (San Diego, CA)
- …key to our continued growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial ... investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services… more
- Morgan Stanley (Walnut Creek, CA)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Laird Norton Wetherby (Seattle, WA)
- LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other ... Your Role and Responsibilities Nature of Role As a Client Associate (CA) you work in a...required. Prefer 2 or more years' experience in private wealth management, client services, or finance/banking operations.… more
- Citigroup, Inc. (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
- Kestra Holdings (Brookfield, WI)
- Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation ... experience who is also interested in a career in the wealth management field. Job Duties: Prepare client tax returns and tax estimates Assist Lead Advisor in… more
- Edward Jones (Kent, WA)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...step of the way, providing: Paid training - Get registered and licensed and learn how to be a… more
- Bank of America (Chicago, IL)
- Registered Private Wealth Client Associate Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Registered -Private- Wealth - Client - Associate \_25030805) **Job Description:**… more
- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** ... service needs of their clients. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support position, typically… more
- Bank of America (Atlanta, GA)
- Registered Wealth Management Client Associate Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ Registered - Wealth -Management- Client - Associate \_25030132) **Job Description:**… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburgh/ Registered - Wealth -Management- Client - Associate \_25020593) **Job Description:**… 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. ... Attention to detail, combined with a strong emphasis on client -focused approaches + Background in private wealth ...on client -focused approaches + Background in private wealth management industry is advantageous Hours & Work Schedule… 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. ... 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 (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... 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 (Ponte Vedra Beach, FL)
- **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
- Wells Fargo (San Jose, CA)
- **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
- Wells Fargo (St. Louis, MO)
- **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
- Citigroup (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting ... 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
