Registered Client Associate Jobs in Menlo Park, CA | Glassdoor

Registered Client Associate Jobs in Menlo Park, CA

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  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $50k-$72k
    4 days ago 4d
    across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects… distribute various client reports and presentations or assist with client events); may be for current clients or prospects. Research…
  • 3.4
    Bank of America – San Mateo, CA
    4 days ago 4d
    established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series… Job Description: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and…
  • 3.7
    Edward Jones – Menlo Park, CA
    5 days ago 5d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.4
    Wells Fargo – San Jose, CA
    Est. Salary $35k-$56k
    2 days ago 2d
    $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through… operational client service support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide…
  • 3.4
    Bank of America – San Jose, CA
    Est. Salary $39k-$60k
    23 days ago 23d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    9 days ago 9d
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 2.7
    Scottrade – Cupertino, CA
    3 days ago 3d
    terminology. Greet clients and answer phones. Navigate through internal systems proficiently to obtain client information Provide… Provide stock quotes to clients. Verify client instructions have been completed. Process mail and distribute paperwork effectively…
  • 3.6
    The Health Trust – San Jose, CA
    Est. Salary $42k-$63k
    5 days ago 5d
    GENERAL SUMMARY The Registered Dietitian (RD) in collaboration with the Program Coordinator is responsible for the overall… College or University or related field. Certification as Registered Dietitian (RD). Certified as a Diabetes Educator preferred…
  • 3.2
    Patelco Credit Union – Fremont, CA
    18 days ago 18d
    Qualifications Bachelors degree in business or associated field or equivalent work experience Prior customer service…
  • 4.0
    Penn Mutual – Redwood City, CA
    6 days ago 6d
    Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is… wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced…
  • 4.0
    Penn Mutual – Redwood City, CA
    6 days ago 6d
    Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is… wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced…
  • 3.4
    Bank of America – Palo Alto, CA
    Est. Salary $58k-$98k
    2 days ago 2d
    Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… Job Description: U.S. Trust: Private Client Associate (Development Program) Palo Alto, CA Business Overview: U.S. Trust…
  • 3.5
    UNIFY Financial Credit Union – San Bruno, CA
    Est. Salary $33k-$44k
    2 days ago 2d
    UNIFY Financial is seeking a service-oriented, friendly and professional Personal Banker to join the team at its San Bruno…
  • 3.5
    Fisher Investments – San Mateo, CA
    23 days ago 23d
    our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment… each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    Est. Salary $43k-$63k
    6 days ago 6d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… and PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus…
  • 3.3
    Comerica – Palo Alto, CA
    Est. Salary $38k-$51k
    1 days ago 15hr
    Travel is not required of this position. * Associate's Degree from an accredited college OR 60 college credits and…
  • 3.1
    LPL Financial – San Jose, CA
    Est. Salary $40k-$57k
    11 days ago 11d
    seeking a Client Service Associate. The Client Service Associate’s primary responsibilities will be to enhance the client experience… Auto req ID 5511BR Posting Title Client Service Associate (Wealth Mgmt) Location San Jose, CA Job Description One of…
  • First Republic – Menlo Park, CA
    Est. Salary $43k-$63k
    4 days ago 4d
    across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects… distribute various client reports and presentations or assist with client events); may be for current clients or prospects. Research…
  • 3.4
    Bank of America – Menlo Park, CA
    2 days ago 2d
    Development role is to define the team’s client acquisition plan, execute on the plan through client acquisition activities, and track… employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing…
  • 3.3
    Comerica – Los Altos, CA
    Est. Salary $38k-$51k
    1 days ago 15hr
    position. Travel Travel is required for this position. * Associate's Degree from an accredited college OR 60 college credits and…
  • 3.4
    Community Health Center Network – San Leandro, CA
    Est. Salary $77k-$107k
    17 days ago 17d
    among clients, clinical care team, and CHCN staff. Enforces policies and procedures, including maintenance of client confidentiality… Requirements Active, unrestricted, California Nursing License (Registered Nurse) Minimum three years of Medical clinical nursing experience…
  • 3.4
    Bank of America – Menlo Park, CA
    1 days ago 1d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.5
    Fisher Investments – San Jose, CA
    Est. Salary $50k-$75k
    23 days ago 23d
    our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment… each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building…
  • 3.6
    Merrill Lynch – Menlo Park, CA
    3 days ago 3d
    Development role is to define the teams client acquisition plan, execute on the plan through client acquisition activities, and track… employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing…
  • 3.6
    Merrill Lynch – Menlo Park, CA
    2 days ago 2d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    19 days ago 19d
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 3.7
    Premise Health – Fremont, CA
    Est. Salary $96k-$125k
    1 days ago 1d
    Description We have an opening for Per Diem Registered Nurse (RN) to work at our employer health center located in Fremont… university is preferred At least three years experience as a Registered Nurse in an emergency room, occupational health clinic or…
  • 3.7
    Edward Jones – Menlo Park, CA
    Est. Salary $47k-$70k
    20 days ago 20d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.4
    Bank of America – Menlo Park, CA
    25 days ago 25d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).…
  • 4.5
    WunderLand Group – Foster City, CA
    4 days ago 4d
    to over 250 client relationships nationally and offer best in class benefits. For available jobs, to register with us or for… progressive product team in the insurance industry. OUR CLIENT: Insurance – for B2B and B2C JOB TITLE: Contract UX Designer…
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