Job Type
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Registered Client Associate Jobs

6,156 Jobs

  • Doyle & Associates – Richardson, TX
    EASY APPLY
    23 days ago 23d
    1 Key Traits of a Successful Client Service Associate Experience working in a client service environment. Detail oriented… that need to be signed by client and/or advisor Education Requirements including Licenses Associate (2-year) degree, Bachelors…
  • 3.5
    Wells Fargo – Portland, OR
    $30k-$47k(Glassdoor est.)
    NEW
    The PCG RegisteredClientAssociate provides sales practice as well as overall administrative and operational client service support… with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.5
    Wells Fargo – San Francisco, CA
    $36k-$58k(Glassdoor est.)
    NEW
    may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts,… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 3.5
    Wells Fargo – Waukesha, WI
    NEW
    may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 3.5
    Wells Fargo – Frontenac, MO
    $28k-$44k(Glassdoor est.)
    NEW
    . The RegisteredClientAssociate provides sales practice as well as overall administrative and operational client service support… with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.5
    Wells Fargo – Los Angeles, CA
    $38k-$60k(Glassdoor est.)
    NEW
    may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 3.5
    Wells Fargo – Evergreen, CO
    $29k-$46k(Glassdoor est.)
    1 days ago 13hr
    . The RegisteredClientAssociate provides sales practice as well as overall administrative and operational client service support… with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.5
    Wells Fargo – Greenwood Village, Arapahoe, CO
    $29k-$46k(Glassdoor est.)
    1 days ago 13hr
    . The RegisteredClient Assocaite provides sales practice as well as overall administrative and operational client service support… with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.5
    Wells Fargo – Sugar Land, TX
    $32k-$52k(Glassdoor est.)
    1 days ago 13hr
    The Sr. RegisteredClientAssociate provides sales practice as well as overall administrative and operational client service support… directly with clients may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.5
    Wells Fargo – Las Vegas, NV
    $28k-$45k(Glassdoor est.)
    1 days ago 13hr
    businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized… information to clients; preparing sales packages; ordering supplies; maintaining file system for prospective and existing clients; reviewing…
  • Triton Financial – Marlborough, MA
    EASY APPLY
    6 days ago 6d
    financial planning clients · Assisting in the preparation of client financial plans · Updating existing client records ·… unique approach in the financial services industry is providing clients with true comprehensive financial planning services, integrated…
  • 3.5
    Wells Fargo – Fort Worth, TX
    $32k-$51k(Glassdoor est.)
    1 days ago 13hr
    past experience as a registered brokerage associate to anticipate and proactively seek resolutions to client problems. Demonstrates… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 3.8
    D.A. Davidson Companies – Seattle, WA
    13 days ago 13d
    periodic client mailings to enhance the relationship between the FA, the client and the RegisteredClientAssociate. Watch for… duties and special projects as necessary. Keyword: RegisteredClientAssociate From: D.A. Davidson Companies…
  • 3.5
    Wells Fargo – United States
    $48k-$74k(Glassdoor est.)
    1 days ago 13hr
    oversight of a branch within our Private Client Group with four or more registeredassociates within a Market. The right candidate… $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through…
  • 3.6
    First Republic Bank – New York, NY
    $47k-$69k(Glassdoor est.)
    HOT
    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…
  • 3.5
    Wells Fargo – Venice, FL
    $52k-$80k(Glassdoor est.)
    1 days ago 13hr
    with four or more registeredassociates within a Market/Complex. Provides leadership to expand revenue and client relationships.… personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect…
  • 3.5
    Wells Fargo – West Hartford, CT
    $53k-$82k(Glassdoor est.)
    1 days ago 13hr
    with four or more registeredassociates within a Market/Complex. Provides leadership to expand revenue and client relationships.… personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect…
  • 3.7
    Bowes In Home Care – Chicago, IL
    EASY APPLY
    NEW
    quality home care that is tailored to the unique needs of our clients and families under a comprehensive plan of care established… ability to make your own schedule! As a Home Health Registered Nurse, you will visit multiple patient’s homes each day and…
  • 3.5
    Wells Fargo – South Bend, IN
    $46k-$72k(Glassdoor est.)
    1 days ago 13hr
    operations, compliance of a Private Client Group branch with four or more registeredassociates within a Market/Complex. Provides… personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect…
  • 3.8
    RBC – Albuquerque, NM
    $27k-$41k(Glassdoor est.)
    1 days ago 17hr
    What is the opportunity? As a ClientAssociate/RegisteredClientAssociate with RBC Wealth Management you will be responsible… entering trades in client accounts, and issuing clients checks, wires and ACHs as requested. Inform clients about missing paperwork…
  • 3.5
    Wells Fargo – Yardley, PA
    $52k-$81k(Glassdoor est.)
    1 days ago 13hr
    with four or more registeredassociates within a Market/Complex. Provides leadership to expand revenue and client relationships.… personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect…
  • 4.1
    Guthrie Healthcare – Troy, PA
    $56k-$73k(Glassdoor est.)
    NEW
    Emergency Department Registered Nurse (RN) utilizes a holistic systems approach to protect and promote client wellness and safety… approved school of nursing as provided by a Baccalaureate, Associate or Diploma Program in nursing. Must have current licensure…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $36k-$55k(Glassdoor est.)
    NEW
    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…
  • 3.8
    Optimal Home Care, Inc. – Denver, CO
    EASY APPLY
    $55k-$71k(Glassdoor est.)
    HOT
    Must be able to communicate in the language of the client and document client related activity as appropriate Possesses adequate… for the dignity and desires of the client care, organizes and participates in direct client care, performs treatment and administers…
  • 5.0
    Mackey & Guasco Staffing – Norwalk, CT
    EASY APPLY
    NEW
    Searching for an entry level Client Services Associate to join our client, a Financial Services organization with two openings… Communicate with clients over the phone Eventually meet with clients out in the field Assist clients with product challenges…
  • 3.7
    Morgan Stanley – Bellevue, WA
    6 days ago 6d
    SUMMARY: The Senior RegisteredAssociate enhances the client experience by providing exceptional client service, supporting Branch… as new and existing clients. In order to perform daily business practices, the Senior RegisteredAssociate is required to have…
  • 4.6
    Optima Tax Relief – Santa Ana, CA
    $50k-$83k(Glassdoor est.)
    8 days ago 8d
    Journal Best Places to Work from 2011-2015 Orange County Register Top Workplaces 2016 Overview: As a vital part of the… their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $48k-$70k(Glassdoor est.)
    7 days ago 7d
    the Associate acquires client-facing skills. Qualifications The ideal candidate must enjoy working with clients, have… December 2012. We work exclusively with high net worth clients. Typical clients include entrepreneurs, corporate executives, non-profits…
  • 3.5
    Bank of America – San Francisco, CA
    Today 10hr
    In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered), this position may be hired… 18 years’ experience, and Stephanie McCann a Sr. RegisteredClientAssociate with 20 years’ experience. This is an entry-level…
  • 4.5
    Residential Home Health and Residential Hospice – Edwardsville, IL
    $51k-$70k(Glassdoor est.)
    HOT
    Develop rapport with the client and family ensuring privacy and confidentiality while obtaining accurate client history. Complete… individual and overall needs of the clients while traveling to each home as scheduled. Ensure the clients have prescribed medications…
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