- Raymond James Financial, Inc. (Boston, MA)
- … 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. (Holland, MI)
- … 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
- 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. (New Hyde Park, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... * Determines best method to resolve issues to ensure client satisfaction and adherence to company policies. * Follows...**Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. *… 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
- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Registered -Wealth-Management- Client - Associate \_25045578) **Job Description:** Merrill Wealth… more