- Wells Fargo (Marlton, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Richmond, VA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
- Wells Fargo (Danbury, CT)
- …this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Raymond James Financial, Inc. (FL)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within… more
- Citizens (San Francisco, CA)
- Description As a Private Wealth Client Service Associate or Registered Client Service Associate , you will play a pivotal role as a trusted resource ... operational skills to facilitate business growth while ensuring exceptional client service. In this position, you will attend to...local communities. When you join our team, you are part of a supportive and collaborative workforce, with access… more
- Raymond James Financial, Inc. (TN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
- Raymond James Financial, Inc. (Greenville, SC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events,...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
- Raymond James Financial, Inc. (Hanover, NH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...person and virtually. * Work both independently and as part of a cohesive team. * Provide a high… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …Service Advisor to complement our existing team. **Purpose of the Role:** The Registered Client Service Advisor is accountable for managing and nurturing ... existing client relationships. The primary focus is to provide high-touch...evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and… more
- Raymond James Financial, Inc. (NC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and… more