- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk...issues will be owned end to end by the associate and will be treated with a closed loop… 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 for our clients and wealth managers. Your primary responsibilities will include day-to-day support...skills to facilitate business growth while ensuring exceptional client service . In this position, you will attend to client… more
- Bank of America (Iselin, NJ)
- …to address all service needs of their clients. **Position Overview:** The ** Registered Wealth Management Client Associate ** role is a sales support ... Registered Wealth Management Client Associate...**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (San Francisco, CA)
- Registered Wealth Management Client Associate San Francisco, California **Job Description:** **New Requisition Intake Details** **Request Date:** 4/1/2025 ... **Hiring Manager:** Meredith McKown **Position:** CW025 **Fully/Firm Paid:** Firm ** Registered /Unregistered:** Merrill Wealth Management is a leading provider… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** **Merrill Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (North Bethesda, MD)
- Registered Wealth Management Client Associate North Bethesda, Maryland **Job Description:** Merrill Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- JPMorgan Chase (Princeton, NJ)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (San Antonio, TX)
- …for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), ... within JP Morgan Wealth Management **Job responsibilities** + Work as a team...Series 7 license is required + If you were registered after October 1, 2018 you must also have… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Software - (We will train) 4. Cash Balance Reports review with registered advisor/ monthly 5. Investment Policy Questionnaires with clients and recording results ... Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment centers 10.… more