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Registered Client Service Associate Jobs

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  • 3.5
    UBS – New York, NY
    Est. Salary $39k-$62k
    1 days ago 12hr
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with…
  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $51k-$78k
    9 days ago 9d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects…
  • 3.3
    Citibank – United States
    Est. Salary $36k-$55k
    2 days ago 2d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 3.5
    Ameriprise – Portland, ME
    Est. Salary $34k-$51k
    Today 10hr
    Posting Title Registered Client Service Associate - Portland, ME Job ID 8795BR Recruiting Location Portland, ME Full-Time… utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data,…
  • 3.7
    Raymond James – Los Angeles, CA
    Est. Salary $57k-$88k
    Today 5hr
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. * Creates and maintains records…
  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $50k-$72k
    7 days ago 7d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects…
  • 3.5
    Citi – United States
    Est. Salary $29k-$44k
    2 days ago 2d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 2.4
    Hilltop Holdings – Houston, TX
    Est. Salary $36k-$55k
    7 days ago 7d
    The Registered Client Service Associate will work for several financial advisors. This position will assist in servicing a large… the brokerage/financial services industry as a Registered Client Service Associate. Series 7 and 63/66 license required. High…
  • 3.7
    Raymond James Financial – Atlanta, GA
    Est. Salary $40k-$63k
    2 days ago 2d
    , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records… to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks…
  • 3.0
    CitiMortgage – New York, NY
    Est. Salary $38k-$58k
    3 days ago 3d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM…
  • 3.2
    Ascendo Resources – New York, NY
    28 days ago 28d
    Our client is a Global Banking Institution and they are currently recruiting for a Client Service Associate to support a large… player. Job Responsibilities: Provide service to clients by responding to clients requests and addressing inquiries to different…
  • Herbert Financial Group – Auburn Hills, MI
    EASY APPLY
    1 days ago 19hr
    and other visual aids. Client Care / Business Management Manage and resolve client service questions/concerns as it pertains… Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $62k-$96k
    1 days ago 15hr
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records…
  • 3.3
    D.A. Davidson Companies – Encino, CA
    Est. Salary $40k-$75k
    21 days ago 21d
    regulations. Keyword: Branch Operations Manager, Registered Client Associate From: D.A. Davidson Companies… policies and procedures. Maintain client confidentiality. Communicate in a clear and service oriented manner. Use appropriate,…
  • 3.5
    First Republic – San Francisco, CA
    Est. Salary $58k-$85k
    12 days ago 12d
    our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Service Operations… non-ACAT), and internal client service. Responsibilities: 1. Facilitate the client onboarding process for…
  • 3.5
    UBS – Los Angeles, CA
    Est. Salary $37k-$59k
    14 days ago 14d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with…
  • 3.0
    Russell Investments – Milwaukee, WI
    Est. Salary $43k-$66k
    27 days ago 27d
    investment products within US Private Client Services. The Registered Client Service Associate will be responsible for responding… is imperative. The Registered Client Service Associate provides a high quality, value-added sales and service experience by assisting…
  • 3.4
    Bank of America – Santa Monica, CA
    1 days ago 19hr
    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). Qualifications: Undergraduate…
  • 3.5
    UBS – Pasadena, TX
    Est. Salary $35k-$55k
    6 days ago 6d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – help deliver… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.2
    Centerstone – La Grange, KY
    Est. Salary $35k-$46k
    6 days ago 6d
    assigned Required Skills Associate's or Bachelor’s degree in nursing. Kentucky Registered Nursing license. Demonstrated… to meet service demands and replenishes stock on a timely basis. Conducts emergency evaluations of high-risk clients to determine…
  • 3.8
    HighTower Advisors – Providence, RI
    Est. Salary $31k-$49k
    7 days ago 7d
    aClient Service Associate to assist with various administrative and operational functions in building future success. Client Service… plan updates Other duties as may be assigned Client Service Associate Requirements: BA/BS degree in Business/Finance or…
  • 3.5
    UBS – Phoenix, AZ
    Est. Salary $34k-$54k
    1 days ago 1d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.7
    Raymond James – Dallas, TX
    Est. Salary $41k-$64k
    1 days ago 24hr
    , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records… to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks…
  • 3.4
    Bank of America – Palo Alto, CA
    Est. Salary $57k-$91k
    6 days ago 6d
    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…
  • 3.7
    Raymond James Financial – Cleveland, OH
    Est. Salary $39k-$61k
    7 days ago 7d
    , and spreadsheets to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records… to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks…
  • 4.5
    Washington State Employees Credit Union – Pullman, WA
    1 days ago 12hr
    Job Description Where it’s located: Serving Pullman, WA and surrounding areas When you’d work: Monday – Friday, 8:30 am…
  • 4.0
    Independent Capital Management – Ontario, CA
    EASY APPLY
    1 days ago 15hr
    level. As a full-service independent Financial Advisor you can create customized plans to meet your clients’ needs in the following… high level of individualized service throughout your long term consultative relationships with clients to increase loyalty and referral…
  • 3.4
    Bank of America – New York, NY
    1 days ago 12hr
    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).…
  • 3.6
    Morgan Stanley – Temple Terrace, FL
    Est. Salary $33k-$49k
    13 days ago 13d
    The associate will provide world-class customer service to our client base. The associate will ensure that all service requests… to ensure a high quality of customer service with each client interaction. The associate will identify cross-sell opportunities…
  • 2.2
    Academy Bank, N.A. – Phoenix, AZ
    24 days ago 24d
    transactions for clients. Maintains supporting documents involved in these transactions. Provides outstanding service to clients by resolving… an positive client experience by personally meeting high customer service standards, accepting ownership of client relationships…
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