• Brokerage Registered Client…

    Truist (Weston, FL)
    …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... such as opening, closing, general requests for maintenance or service . QUALIFICATIONS Required Qualifications: The requirements listed below are representative… more
    Truist (07/08/25)
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  • Registered Client Service Associate

    Comerica (Dallas, TX)
    Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
    Comerica (07/18/25)
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  • Affluent Market Sales Assistant

    M&T Bank (Fayetteville, NY)
    **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... of business cards, name plates and computer access. + Provide customer service assistance to clients including informing them of their account balances and… more
    M&T Bank (07/18/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed ... Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed representatives on City National… more
    City National Bank (07/12/25)
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