Registered Client Service Associate Jobs in San Francisco, CA | Glassdoor
  • All Jobs (179)

Registered Client Service Associate Jobs in San Francisco, CA

Filters
Filters
  • 3.5
    UBS – San Francisco, CA
    Est. Salary $40k-$63k
    13 days ago 13d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… – keep management systems up-to-date with client information – educate clients on account services and capabilities – help…
  • 3.6
    First Republic Bank – San Francisco, CA
    Est. Salary $48k-$69k
    NEW
    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…
  • 3.8
    Raymond James – San Francisco, CA
    Est. Salary $52k-$83k
    8 days ago 8d
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality clientservice. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. Creates and maintains records and…
  • 3.5
    Bank of America – San Francisco, CA
    Est. Salary $42k-$64k
    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…
  • 3.5
    Bank of America – San Francisco, CA
    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).…
  • 3.9
    Lenox Advisors – San Francisco, CA
    Est. Salary $40k-$57k
    12 days ago 12d
    policy process. The Client Services Associate must provide superior clientservice by identifying the client’s wants and needs, acting… opportunity in our San Francisco office for a Part-Time ClientServiceAssociate, supporting a successful Financial Advisor/Insurance…
  • 3.8
    Raymond James – San Francisco, CA
    Est. Salary $53k-$84k
    30+ days ago 30d+
    maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality clientservice. Extensive contact… , and spreadsheets to assist with servicing existing clients and prospecting for new clients. Creates and maintains records and…
  • 3.9
    Lenox Advisors – San Francisco, CA
    8 days ago 8d
    work and accountability. A passion for clientservice. You enjoy talking with clients and are interested in getting to know them… offer advice and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted…
  • 3.8
    Robert Half Finance & Accounting – San Francisco, CA
    Est. Salary $50k-$76k
    NEW
    are seeking a ClientServiceAssociate to support the Founder and Advisors by providing excellent clientservice to existing and… Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is a boutique Wealth Management firm in downtown Oakland with…
  • 3.7
    Morgan Stanley – San Francisco, CA
    9 days ago 9d
    customer/client resolution. Facilitate trades in Financial Advisor’s absence. · Role model for ClientServiceAssociates ·… financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.…
  • 3.8
    Raymond James Financial – Oakland, CA
    Est. Salary $53k-$84k
    NEW
    Services Associate to execute trades and maintain portfolio databases and assist with efficient and high-quality clientservice and… James & Associates Walnut Creek, CA Wealth Management team is seeking an independent and detail-oriented Sr. Registered Financial…
  • 3.5
    Bank of America – San Francisco, CA
    9 days ago 9d
    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…
  • 3.8
    Robert Half Finance & Accounting – San Francisco, CA
    Est. Salary $35k-$52k
    NEW
    are seeking a ClientServiceAssociate to support the Founder and Advisors by providing excellent clientservice to existing and… Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is a boutique Wealth Management firm with a track record of…
  • 3.9
    Mercer Advisors – San Francisco, CA
    NEW
    strongly in providing exceptional clientservice. As a Client Advisor, you will work in a client-focused, team-centered environment… environment to support the teams region-wide clientservice and business development efforts. This is a salaried, non-sales financial…
  • 3.5
    Fisher Investments – San Francisco, CA
    21 days ago 21d
    each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building… of the importance of the service we offer our clients—if you continuously strive to put your clients first. So, what are you…
  • 3.5
    Bank of America – San Francisco, CA
    Est. Salary $32k-$49k
    27 days ago 27d
    product advisory responsibilities, the Associate would be required to become licensed/registered with FINRA and would assume a different… markets businesses including GCIB. [If and when these Associates develop their client relationship skills, start to assume business development…
  • 3.5
    Fisher Investments – San Francisco, CA
    21 days ago 21d
    each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building… of the importance of the service we offer our clients—if you continuously strive to put your clients first. So, what are you…
  • 3.8
    Raymond James – Oakland, CA
    Est. Salary $53k-$84k
    NEW
    Services Associate to execute trades and maintain portfolio databases and assist with efficient and high-quality clientservice and… James & Associates Walnut Creek, CA Wealth Management team is seeking an independent and detail-oriented Sr. Registered Financial…
  • 3.5
    Supplemental Health Care – San Francisco, CA
    Est. Salary $93k-$113k
    11 days ago 11d
    EDUCATION: Member of the American Dietetic Association (ADA) and a Registered Dietitian (R.D.).… Leader, food Service Coordinator and the Interdisciplinary team to ensure quality delivery of nutrition services to clients. Conducts…
  • 3.1
    Skechers – San Francisco, CA
    Est. Salary $25k-$30k
    13 days ago 13d
    for customers. * Assists customers with transactions on register. Properly calculates sales discounts, total sales and determine… areas to operate a variety of office machines, such as a cash register, computer, fax machine, calculator, computer printer, etc.;…
  • 3.6
    First Republic Bank – San Francisco, CA
    Est. Salary $43k-$75k
    8 days ago 8d
    experience in a high-touch/high-client-experience-expectation organization within a registered investment advisor. The Compliance… is an ultra-high-touch bank that provides extraordinary clientservice. We believe that one-on-one interactions build lasting relationships…
  • 3.5
    Bank of America – San Francisco, CA
    6 days ago 6d
    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).…
  • 3.2
    LendingClub – San Francisco, CA
    Est. Salary $48k-$71k
    20 days ago 20d
    ’ investor client base. In this role, the Associate will serve as a resource to multiple investment professionals and internal… Effectively build and maintain operational relationships with Registered Investment Advisors, Fund Administrators and Custodians…
  • 3.7
    Morgan Stanley – Orinda, CA
    9 days ago 9d
    PowerPoint. · Superior interpersonal, organizational and clientservice skills. Ability to prioritize tasks and meet deadlines.… and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general…
  • 3.5
    Bank of America – San Francisco, CA
    9 days ago 9d
    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).…
  • 2.3
    The Millennium Group – San Francisco, CA
    Est. Salary $25k-$36k
    8 days ago 8d
    Receiving Associate ensures that the intended goods get delivered into and shipped out of the facility. The associate will be working… incoming items, letters and packages, including certified, registered, return receipt, Federal Express, UPS and DHL. Prepare and…
  • 3.4
    Michael Kors – Stonestown, CA
    NEW
    CUSTOMER SERVICE •Provide the highest level of customer service •Build and maintain repeat clientele; utilize client book •Resolve… •Resolve all client problems and complaints quickly and effectively, ensuring client satisfaction We are an Equal Opportunity…
  • 3.0
    Follett – San Francisco, CA
    Est. Salary $25k-$35k
    25 days ago 25d
    . 1-3 years of previous customer service and/or retail experience. Associates Degree or equivalent preferred. Willingness… assists customers with inquiries and purchases utilizing cash register to process payments and refunds and resolves escalated customer…
  • 2.8
    Kindred at Home – San Francisco, CA
    Est. Salary $85k-$112k
    13 days ago 13d
    RN, palliative care registered nurse, registered nurse, RN Job, RN Jobs, Registered Nurse Job, Registered Nurse Jobs, Nursing,… progressive care nurse, rehab RN, rehab registered nurse, rehab nurse, Registered Nurse, Registered Nurse Case Manager, RN, R.N., RN…
  • 3.8
    University of California San Francisco – San Francisco, CA
    6 days ago 6d
    other Social Work Associate staff, as well as carries a small caseload of counseling and case management clients living with co-occurring… and engaging clients in their home as well as community settings, and working collaboratively with collateral service providers to…
Page 1 of 6
Work in HR or Recruiting?