- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- Raymond James Financial, Inc. (Franklin, TN)
- …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
- 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 ... details. Thank you! Requirements * Minimum of 2 years of experience in a client service or administrative role within financial services . * Active Series 7… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Bank of America (Raleigh, NC)
- Registered Wealth Management Client Associate Raleigh, North Carolina **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 (Fairhope, AL)
- Registered Wealth Management Client Associate Fairhope, Alabama **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fairhope/ Registered -Wealth-Management- Client - Associate \_25037406) **Job Description:** _Merrill Wealth… 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
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