228
registered client associate jobs
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $62.8K - $79.6K a year
Confidential —Rochester, NY
This position is critical to building client advocacy and ensuring continued profitability of the practice. Works with an entire team to coordinate all prospect…
$50,000 - $90,000 a year
Quick Apply
Strategic Financial Associates LLC —Bethesda, MD
You will work in our Investment Operations department with experienced professionals, working daily with clients and prospective clients.
$55,000 - $85,000 a year
Quick Apply
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
Quick Apply
9d
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary.
$70,000 - $80,000 a year
Quick Apply
Fidelity Investments —Merrimack, NH
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $48.2K - $61.1K a year
Fidelity Investments —Merrimack, NH
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $43.7K - $55.3K a year
Fidelity Investments —Smithfield, RI
Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Sound too good to be true?
Estimated: $41.8K - $52.9K a year
Braun Wealth Management Group of NEST Capital —Fort Wayne, IN
FINRA Series 7 and 66 (or 63/65) registrations along with applicable Life and Health Insurance licenses are required at a minimum.
Estimated: $69.7K - $88.3K a year
Quick Apply
Keyes, Stange & Wooten Wealth Management, LLC —Palm Coast, FL
Strong communication skills demonstrated via composition of letters, emails, and answering phone calls. Desire to develop into an operations management role…
Estimated: $54.3K - $68.7K a year
Quick Apply
Signature Financial Solutions —Tampa, FL
FL Life, Health, Variable Annuity (215) license or willingness to sit for the exam would be preferred. Ability to multitask and prioritize daily workload.
From $50,000 a year
Quick Apply
Fleishel Financial Associates —Jacksonville, FL
CLIENT SERVICE: New client onboarding, ongoing client service with correspondence and other communications, document management, money movement, ensuring client…
From $55,000 a year
Quick Apply
Equitable Advisors —Folsom, CA
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
$55,000 - $175,000 a year
Quick Apply
Shum Financial Group —Alameda, CA
The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…
$48,000 - $75,000 a year
Quick Apply
2d
Wells Fargo Advisors Financial Network —Orlando, FL
Direct incoming phone calls to appropriate team member. Provide general administrative assistance including filing, copying and typing correspondence.
Estimated: $38.1K - $48.3K a year
Quick Apply
12d
Horizon Wealth Planning- Raymond James —Winter Haven, FL
Bachelor's degree in Business Administration or related field. The role involves managing client accounts, processing transactions, preparing client reports,…
$36,778.06 - $44,291.86 a year
Quick Apply
5d
Knightsbridge Wealth Management —Newport Beach, CA
Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls. Knowledge of Tamarac and CRM preferred.
$80,000 - $100,000 a year
Quick Apply
Northwestern Mutual —Marshfield, WI
Answer and direct telephone calls as appropriate. Health and Life licensed or gain licensing within 6 months of employment.
$50,000 - $60,000 a year
Quick Apply
12d
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Excellent communication skills, including writing business…
Estimated: $52.7K - $66.8K a year
Quick Apply
8d
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