- Wells Fargo (East Lansing, 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
- Wells Fargo (Rolling Hills Estates, CA)
- **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 (Westport, 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 ... 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. Petersburg, 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
- Raymond James Financial, Inc. (Melbourne, FL)
- …**Job Summary** At Crane Private Wealth Group clients are our main priority, and the Registered Client Associate role is critical to our success. As such, ... we are seeking a client -focused team player who is attentive, empathetic, a lifelong...and branch office + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Dallas, 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. (Timonium, MD)
- …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. (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. (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
- Raymond James Financial, Inc. (Westlake, OH)
- …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
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all...accurate, timely and courteous responses to clients. * Organize client files and set up systems to assist Financial… 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
- 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 (Fort Lauderdale, FL)
- Registered Wealth Management Client Associate Fort Lauderdale, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- Bank of America (San Francisco, CA)
- Registered Wealth Management Client Associate San Francisco, California **Job Description:** **New Requisition Intake Details** **Request Date:** 4/1/2025 ... **Hiring Manager:** Meredith McKown **Position:** CW025 **Fully/Firm Paid:** Firm ** Registered /Unregistered:** Merrill Wealth Management is a leading provider of… more
- Bank of America (Minneapolis, MN)
- Registered Private Wealth Client Associate Minneapolis, Minnesota **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
- Raymond James Financial, Inc. (Cedar Knolls, NJ)
- …Service Advisor to complement our existing team. **Purpose of the Role:** The Registered Client Service Advisor is accountable for managing and nurturing ... existing client relationships. The primary focus is to provide high-touch service, ensure client satisfaction, and effectively handle any client referrals.… more
- Raymond James Financial, Inc. (FL)
- …proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within ... are being met and necessary support is being provided. * Manages client account maintenance activities which includes, but is not limited to opening/maintaining… more
- Raymond James Financial, Inc. (TN)
- …and final communications. * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows up, either verbally ... or in writing, to ensure client satisfaction. * Responds to incoming inquiries related to...63 Licenses Required - Must be able to be registered in ALL 50 States **Education** High School (HS)… more