Registered Client Associate Jobs in San Francisco, CA | Glassdoor
  • All Jobs (457)

Registered Client Associate Jobs in San Francisco, CA

Filters
Filters
  • 3.5
    First Republic Bank – San Francisco, CA
    Est. Salary $49k-$70k
    12 days ago 12d
    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 Francisco, CA
    1 days ago 16hr
    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).…
  • 3.5
    Wells Fargo – San Francisco, CA
    Est. Salary $35k-$57k
    4 days ago 4d
    may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts,… $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through…
  • 3.7
    RBC – San Francisco, CA
    10 days ago 10d
    What is the opportunity? As a Senior Registered Client Associate with RBC Wealth Management you will be responsible for… entering trades in client accounts, and issuing clients checks, wires and ACHs as requested. Inform clients about missing paperwork…
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $39k-$62k
    8 days ago 8d
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.8
    Lenox Advisors – San Francisco, CA
    6 days ago 6d
    offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted… resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals in order to build…
  • 3.2
    LendingClub – San Francisco, CA
    Est. Salary $48k-$71k
    18 days ago 18d
    for Lending Club and LC Advisors’ investor client base. In this role, the Associate will serve as a resource to multiple investment… Effectively build and maintain operational relationships with Registered Investment Advisors, Fund Administrators and Custodians…
  • 3.5
    First Republic Bank – San Francisco, CA
    Est. Salary $56k-$82k
    7 days ago 7d
    experiences at a brokerage firm or registered investment advisor/manager, preferred New accounts or client onboarding experience, a plus… help investment professionals and clients meet their financial goals. The Operations Associate is responsible for the integration…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $51k-$82k
    6 days ago 6d
    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…
  • 3.4
    Bank of America – San Francisco, CA
    6 days ago 6d
    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…
  • 3.2
    Donan – San Francisco, CA
    Est. Salary $70k-$97k
    13 days ago 13d
    Position Requirements: Applicants must be an active registered Professional Engineer (P.E.) in the state in which they are… Responsibilities: Provides expert forensic analysis to our clients on an array of engineering projects. Provides honest and…
  • 3.4
    Bank of America – San Francisco, CA
    Est. Salary $40k-$63k
    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).…
  • 3.2
    LendingClub – San Francisco, CA
    19 days ago 19d
    operations teams to deliver compelling investment solutions for clients. About You You will be an extraordinary leader on one of… inquiries Improve processes and procedures Diffuse and resolve client issues Liaison between teams in the investor group as well…
  • 3.5
    SCS Global Services – Emeryville, CA
    4 days ago 4d
    third-party auditing organizations, and clients are carried out in a timely fashion Work with clients on compliance issues and resolution… sustainability. SCS was one of the first companies to become a registered benefit corporation in the state of California, recognized…
  • 3.8
    Spigit – San Francisco, CA
    Est. Salary $63k-$92k
    13 days ago 13d
    sexual orientation, gender identity or expression, marital or registered domestic partnership status, national origin, ancestry, age… projects simultaneously and ability to work well with co-workers, clients, and channel partners. Passionate, driven, happy and willing…
  • 3.7
    Raymond James – San Francisco, CA
    Est. Salary $51k-$82k
    30+ days ago 30d+
    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…
  • 2.7
    Alameda Health System – San Francisco, CA
    Est. Salary $113k-$146k
    20 days ago 20d
    reports to identifying current and potential clients. Assesses potential clients using the designated tools and initiates hospital-based… hospitalized clients. Maintains close working relationships with identified community-based providers. Visits clients/potential clients…
  • 3.7
    Robert W. Baird & Co. – San Francisco, CA
    18 days ago 18d
    Location: Marin County As a Registered Client Specialist you will: Be responsible for the client service & marketing functions… in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.…
  • 3.4
    Bank of America – San Francisco, CA
    Est. Salary $57k-$87k
    12 days ago 12d
    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) San Francisco, CA Business Overview: U.S…
  • 4.6
    Pariveda Solutions – San Francisco, CA
    Est. Salary $137k-$202k
    1 days ago 15hr
    and others as an Associate in our San Francisco office, apply today. The Business of IT® is a registered trademark of Pariveda… solutions to the unknown/unmet needs of our clients and to grow, both our people and our clients, through those experiences. We believe…
  • 3.6
    Morgan Stanley – San Francisco, CA
    7 days ago 7d
    customer/client resolution. Facilitate trades in Financial Advisor’s absence. · Role model for Client Service Associates · Perform… service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. DUTIES…
  • 3.5
    SCS Global Services – Emeryville, CA
    Est. Salary $44k-$65k
    19 days ago 19d
    auditors Client Management Coordinate the audit process with clients and stakeholders Ensure that clients provide necessary… with clients throughout the year on certification related questions and concerns Accurately and consistently track client files…
  • 3.5
    First Republic – San Francisco, CA
    Est. Salary $66k-$86k
    21 days ago 21d
    quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security… Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting…
  • 3.7
    Robert W. Baird & Co. – San Francisco, CA
    Est. Salary $65k-$96k
    17 days ago 17d
    relocating to Marin County As a Registered Client Specialist you will: Be responsible for the client service & marketing functions… in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.…
  • 3.6
    Charles Schwab – San Francisco, CA
    Est. Salary $48k-$67k
    24 days ago 24d
    Consultants work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate… do: As an Associate Portfolio Consultant of SPCIA, you will work as a member of a dedicated Schwab Private Client team to deliver…
  • 3.4
    Bank of America – San Francisco, CA
    4 days ago 4d
    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).…
  • 3.7
    Edward Jones – San Francisco, CA
    Est. Salary $47k-$71k
    1 days ago 15hr
    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…
  • Loris and Associates – San Francisco, CA
    Est. Salary $77k-$116k
    1 days ago 21hr
    buildings Excellent communication skills and client interface abilities Registered P.E., with capability to receive a Colorado… is about. We are committed to doing an excellent job for our clients while providing rewarding design challenges and growth opportunities…
  • 4.0
    UniversalGiving – San Francisco, CA
    EASY APPLY
    Est. Salary $35k-$58k
    5 days ago 5d
    the team managing NGO partnerships Outreach to and register NGO partners across the world Ensure Retention and… NGO database Monitor and maintain a general email client service account Train and oversee rotating team of…
  • 3.5
    Fisher Investments – San Francisco, CA
    25 days ago 25d
    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…
Page 1 of 16
Be the first to get new jobs like these: