Registered Client Sales Associate Jobs in San Mateo, CA | Glassdoor
  • All Jobs (136)

Registered Client Sales Associate Jobs in San Mateo, 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… Responsibilities: Provide sales and service support (i.e., create, review and distribute various client reports and presentations…
  • 3.4
    Bank of America – San Mateo, CA
    12 days ago 12d
    The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to… established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series…
  • 3.4
    Wells Fargo – San Francisco, CA
    Est. Salary $35k-$57k
    3 days ago 3d
    and technology. Provides sales practice as well as overall administrative and operational client service support to assist the… with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    4 days ago 4d
    of all sales. DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches… Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists. · Create spreadsheets…
  • 3.4
    Bank of America – San Mateo, CA
    20 days ago 20d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… Summary The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to…
  • 3.2
    LendingClub – San Francisco, CA
    Est. Salary $48k-$71k
    17 days ago 17d
    and Institutional Sales teams who manages the relationships for Lending Club and LC Advisors’ investor client base. In this role… Effectively build and maintain operational relationships with Registered Investment Advisors, Fund Administrators and Custodians…
  • 3.8
    Spigit – San Francisco, CA
    Est. Salary $63k-$92k
    12 days ago 12d
    sexual orientation, gender identity or expression, marital or registered domestic partnership status, national origin, ancestry, age… revenue growth. Company on an uptick, leadership with extensive sales and marketing experience More Perks Not only do we work…
  • 3.2
    Stearns Lending – San Mateo, CA
    5 days ago 5d
    Products to potential partners and clients. Secure and maintain partnerships with partners and clients through ongoing contact and customer… National Mortgage Association); an approved Seller/Servicer for FNMA (Federal National Mortgage Association), also known as Fannie…
  • 2.6
    VINCE. – Westlake, CA
    Est. Salary $23k-$29k
    5 days ago 5d
    their sales opportunities. The associate will be responsible for continuing the client contact beyond the initial sale. By capturing… floor for transfers. The associate must have an ability to successful operate our point-of-sale (POS) register system and operate our…
  • 3.6
    Merrill Lynch – San Mateo, CA
    10 days ago 10d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance…
  • 2.9
    Hudson's Bay Company – San Francisco, CA
    Est. Salary $26k-$36k
    4 days ago 4d
    individual sales goals * Maintain a consistent high level of customer service by creating and developing excellent client relationships… the leadership and guidance of the Selling Manager, the Sales Associate is responsible for providing outstanding customer service…
  • 3.4
    Bank of America – Palo Alto, CA
    Est. Salary $58k-$89k
    11 days ago 11d
    Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… external sales referral partners Complete all local market and national training requirements Motivate and influence client servicing…
  • 3.4
    Trilogy Financial Services – San Mateo, CA
    Est. Salary $34k-$47k
    19 days ago 19d
    SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment… Position Duties Build client relationships and offer a positive customer service experience Learn client’s financial goals/ concerns…
  • 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…
  • 2.4
    WageWorks – San Mateo, CA
    Est. Salary $68k-$94k
    27 days ago 27d
    collaborates with the sales division to ensure the provision of effective presentation and technical sales support as well as timely… medical condition, veteran or military status, marital or registered domestic partnership status, age, sex, sexual orientation,…
  • 3.4
    Bank of America – San Mateo, CA
    5 days ago 5d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance…
  • 2.9
    Hudson's Bay Company – San Francisco, CA
    Est. Salary $26k-$36k
    4 days ago 4d
    individual sales goals * Maintain a consistent high level of customer service by creating and developing excellent client relationships… the leadership and guidance of the Selling Manager, the Sales Associate is responsible for providing outstanding customer service…
  • 3.4
    Trilogy Financial Services – San Mateo, CA
    19 days ago 19d
    SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment… Position Duties Build client relationships and offer a positive customer service experience Learn client’s financial goals/ concerns…
  • 2.6
    Vince – Palo Alto, CA
    Est. Salary $26k-$33k
    28 days ago 28d
    their sales opportunities. The associate will be responsible for continuing the client contact beyond the initial sale. By capturing… floor for transfers. The associate must have an ability to successful operate our point-of-sale (POS) register system and operate our…
  • 3.6
    Merrill Lynch – San Mateo, CA
    20 days ago 20d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance…
  • 3.4
    Bank of America – Palo Alto, CA
    25 days ago 25d
    Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing… with internal and external sales referral partners •Lead the Client Management Process (CMP) within client team to identify new business…
  • 3.8
    Capital Group – San Francisco, CA
    Today 8hr
    contacts, an existing book of business, a love of sales, a passion for client service and a drive to build your own practice. A… investment and financial planning topics, a love of sales, a commitment to excellent client service and strong presentation skills. •Undergraduate…
  • 5.0
    HR Solutions Partners – San Francisco, CA
    Est. Salary $63k-$87k
    1 days ago 14hr
    HRSPI Jobs Portal Login Check application status. Register Sign up for a HRSPI job search account. More Job Listings… monitor base pay and incentive compensation programs for internal clients. Perform regular audits of the data to ensure changes are…
  • 3.9
    Penn Mutual – Redwood City, CA
    19 days ago 19d
    Hornor, Townsend & Kent, Inc. (HTK), an SEC registered investment adviser, a registered broker-dealer, Member FINRA/SIPC. HTK is… wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced…
  • 2.9
    Hudson's Bay – San Francisco, CA
    Est. Salary $26k-$36k
    6 days ago 6d
    individual sales goals • Maintain a consistent high level of customer service by creating and developing excellent client relationships… the leadership and guidance of the Selling Manager, the Sales Associate is responsible for providing outstanding customer service…
  • 3.4
    Bank of America – San Mateo, CA
    21 days ago 21d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… preferences Balancing investment management, sales activities, customer service, new client development, administrative, compliance…
  • 3.4
    EverBank – San Mateo, CA
    15 days ago 15d
    Bachelor's degree preferred Established sales network with proven ability to self-source new clients and customers through market penetration… The Retail Loan Originator (LO) position is an outside sales associate that sources and originates retail mortgage loans for EverBank…
  • 2.9
    Hudson's Bay – San Francisco, CA
    Est. Salary $26k-$36k
    6 days ago 6d
    individual sales goals • Maintain a consistent high level of customer service by creating and developing excellent client relationships… the leadership and guidance of the Selling Manager, the Sales Associate is responsible for providing outstanding customer service…
  • 3.4
    Myriad Genetics, Inc. – South San Francisco, CA
    6 days ago 6d
    and mimium of two years of medical sales experience or demonstrated success in other sales capacities i.e.bio-pharma, molecular… condition, genetic information, pregnancy, marital status, registered domestic partnership status, military or Veteran status, or…
  • 3.4
    Michael Kors – Stanford, CA
    Est. Salary $22k-$29k
    18 days ago 18d
    inventories • Comply with all Point-of-Sale policies and procedures • Properly execute all relevant register functions • Adhere to work schedule… RESPONSIBILITIES SALES GENERATION • Meet sales goals • Utilize the elevated levels of sales and service to maximize sales performance…
Page 1 of 5
Be the first to get new jobs like these: