Registered Client Associate Jobs | Glassdoor
  • All Jobs (6,010)

Registered Client Associate Jobs

Filters
Filters
  • 3.5
    Bank of America – Fort Lauderdale, FL
    Est. Salary $38k-$58k
    NEW
    In addition to any of the ClientAssociate 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…
  • Jackson/Roskelley Wealth Advisors, Inc. – Scottsdale, AZ
    Est. Salary $28k-$44k
    20 days ago 20d
    Job Description We are seeking a Registered Senior Client Service Associate/Paraplanner to join our team! SummaryProvides general… support to one or more Registered Representatives. Opens new accounts, processes orders for existing clients and answers questions…
  • 3.9
    HighTower Advisors – Chicago, IL
    NEW
    practices serving high net worth and institutional clients. As a dually registered, multi-custodial firm, HighTower provides sophisticated…
  • 4.2
    Stout Risius Ross, Inc. – United States
    Est. Salary $187k-$280k
    23 days ago 23d
    written valuation reports for client presentation Drafting fairness opinions Developing client interaction and participating… Risius Ross, LLC and Stout Risius Ross Advisors, LLC, a FINRA-registered broker-dealer and SIPC member firm. Description…
  • 3.9
    Mercer Advisors – Houston, TX
    Est. Salary $41k-$59k
    7 days ago 7d
    Job Summary The Client Service Associate (CSA) is client focused and offers support to our clients with confidential matters… Essential Job Functions for the Client Service Associate will include: Monitoring client’s cash positions monthly in regards…
  • 3.5
    Bank of America – Savannah, GA
    Est. Salary $31k-$47k
    7 days ago 7d
    In addition to any of the ClientAssociate 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…
  • 3.5
    Janney Montgomery Scott LLC – Syracuse, NY
    22 days ago 22d
    departments and branch associates. Provide excellent telephone service to clients and potential clients, including prompt, accurate… to client and FA inquiries and also assist in helping train other Private Client Assistants. Compose effective client correspondence…
  • 3.6
    TD Bank Financial Group – Sudbury, MA
    NEW
    Job Description The Manager Client Services manages a team of Client Service Associates and other branch support staff by… partners. Lead, coach and oversee activities of the Client Service Associates and other branch support staff Coordinates the implementation…
  • 2.0
    Academy Bank – Denver, CO
    Est. Salary $20k-$27k
    NEW
    assists clients in opening new accounts. Advises and helps determine the type of account which will best meet the client’s needs.… transactions for clients. Maintains supporting documents involved in these transactions. Provides outstanding service to clients by resolving…
  • 3.5
    Bank of America – Burlington, MA
    22 days ago 22d
    and the banking convenience of Bank of America. The ClientAssociate (CA) role is a sales support position, typically providing… businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the…
  • 3.8
    First Tech Federal Credit Union – Rocklin, CA
    9 days ago 9d
    financial lives, then our new Associate Financial Advisor role may be the perfect fit for you. The Associate Financial Advisor will act… calls from all categories of member groups Assist members/clients and prospects with information, account servicing, products…
  • 3.7
    JLL – Chicago, IL
    NEW
    Position Title Sr Associate I, Client Accounting Auto Req ID 61821BR Job Description Job Summary Under direction, performs… estate under asset management. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further…
  • 2.5
    WageWorks – Alpharetta, GA
    Est. Salary $50k-$85k
    6 days ago 6d
    TITLE Manager, Client Services OVERVIEW AND REPORTING RELATIONSHIP The Manager I, leads a team of Associate Service Delivery… to associates through team meetings and performance planning and manages performance to these. Evaluates the team's client base…
  • JOYN – Atlanta, GA
    Est. Salary $34k-$63k
    24 days ago 24d
    COMPANY: JOYN POSITION: Client Service Associate REPORTS TO: Manager, Client Teams and Services LOCATION: Atlanta,… wealth management world. WHAT YOU’LL DO AS A CLIENT SERVICE ASSOCIATE The Client Management Group at JOYN consists of a team…
  • 3.9
    Davenport – United States
    Est. Salary $19k-$28k
    6 days ago 6d
    serve as a back up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility… Davenport is a dually registered, full-service broker-dealer and investment advisor with more than 400 associates, and branch offices…
  • 4.5
    Wunderland Group – Chicago, IL
    7 days ago 7d
    to over 250 client relationships nationally and offer best in class benefits. For available jobs, to register with us or for… healthy national brand! Our client is working with us again to identify a full-time Senior ABM! OUR CLIENT: We are proudly aligned…
  • 3.5
    Bank of America – Fort Worth, TX
    Est. Salary $33k-$50k
    8 days ago 8d
    In addition to any of the ClientAssociate 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…
  • 3.2
    Zelis Healthcare – Bedminster, NJ
    Est. Salary $41k-$64k
    10 days ago 10d
    The Client Service Associate will be responsible for building and maintaining outstanding relationships with ZELIS client contacts… with outstanding fees due from clients Set-up subscription of reports for clients Ensure clients are serviced in utmost professional…
  • 3.8
    Raymond James – Ocala, FL
    Est. Salary $37k-$58k
    9 days ago 9d
    existing clients and prospecting for new clients. Creates and maintains records and files. Ensures required client paperwork… maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact…
  • 3.5
    Bank of America – Dover, DE
    NEW
    In addition to any of the ClientAssociate 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…
  • 3.9
    Lenox Advisors – New York, NY
    Est. Salary $36k-$52k
    9 days ago 9d
    for a Client Service Associate, supporting a successful Financial Advisor/Insurance Producer. The Client Service Associate Supports… policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting…
  • 3.7
    Broadspire – Augusta, GA
    Est. Salary $63k-$78k
    11 days ago 11d
    degree in a health or human services related field; A registered nurse (RN) license. Valid RN licensure in the state… administrator, provides risk management solutions designed to help clients improve their financial results. Broadspire offers casualty…
  • 3.8
    First Tech Federal Credit Union – Kirkland, WA
    Est. Salary $39k-$56k
    6 days ago 6d
    We're looking for two dynamic and service driven Client Investment Associates who are willing to go the extra mile for our members… the ability to use discretion and judgment when working with clients and matters of privacy Utilize technology for maximum efficiency…
  • 3.4
    Grow Financial – Tampa, FL
    22 days ago 22d
    Representatives are employed by Grow Financial Federal Credit Union and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).… communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication…
  • 4.7
    Capital Financial Group LLC – Nashville, TN
    EASY APPLY
    25 days ago 25d
    maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding… place to get you there Responsibilities: Prospecting for clients through referrals, personal observation and networking Developing…
  • 3.5
    Bank of America – Akron, OH
    NEW
    In addition to any of the ClientAssociate 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…
  • 4.0
    York Claims Service – Austin, TX
    Est. Salary $37k-$57k
    9 days ago 9d
    ESSENTIAL JOB RESPONSIBILITIES: Provide client reports, funding check registers fulfill reporting responsibilities to various… Job Description JOB SUMMARY: The Client Treasury Services Associate is responsible for completing time-sensitive tasks…
  • Ascendant Capital – Austin, TX
    9 days ago 9d
    through Private Banks, International Markets, Family Offices, Registered Investment Advisors and U.S. Brokerage Firms. At Ascendant… and recorded by 1st Friday of each following month Ensure client relations line is answered within 2 rings and that proper greeting…
  • 3.4
    LaSalle Investment Management – United States
    9 days ago 9d
    Position Title Sr Associate I, Client Acctg Auto Req ID 57913BR Job Description Accountant Retail – Client Accounting J Provide… estate under asset management. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further…
  • 3.5
    Bank of America – Providence, RI
    NEW
    Executive Job Description: Senior level associate who provides advice to clients with complex financial needs. A PCA focuses… Role Overview: •Client team lead with primary responsibility for new client acquisition, deepening client relationships and…
  • 3.9
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    21 days ago 21d
    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…
Page 6 of 194
Work in HR or Recruiting?