- 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 ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… 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 ... operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to... service. In this position, you will attend to client inquires, process transactions, assist with client … more
- Wells Fargo (Sugar Land, TX)
- **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 (Greenwood Village, CO)
- **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. (FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …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. (Coral Gables, FL)
- …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. (Carmel, IN)
- …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. (San Francisco, CA)
- …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. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Registered Client Service Associate who is a motivated, detail-oriented, and ... 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. (Greenville, SC)
- …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. (NC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...Follows up, either verbally or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… 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 ... client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued. Requirements… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... address all service needs of their clients. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support position,… 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 comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** **Merrill Wealth Management is a leading provider of ... through investment advice and guidance.** **Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Towson, MD)
- Registered Wealth Management Client Associate Towson, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (San Antonio, TX)
- …advisors and centralized service centers. The registered CPWM Citigold Private Client Servicing Associate will be 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
- Raymond James Financial, Inc. (Seattle, WA)
- …why drawing on our collective experience and insight is very important to our team. The Client Associate is the foundation of our team in many ways. The ideal ... people. They are a lifelong learner and share our client -centric vision. By joining us, you're joining a collaborative...the financial advisors and branch office. + Opens new client accounts and researches information using internal databases and… more