- 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 ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- Raymond James Financial, Inc. (Washington, DC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 ... **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup (Bethesda, MD)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Comerica (Costa Mesa, CA)
- 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
- Raymond James Financial, Inc. (Jacksonville, FL)
- **Responsibilities:** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Raymond James Financial, Inc. (Green Bay, WI)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Truist (Rockville, MD)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Robert Half Finance & Accounting (Boston, MA)
- … is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team. Essential tasks include ... Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services. * Active Series 7 license, with… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
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