230
registered client associate jobs
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
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
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
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: $36K - $45.5K a year
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
Cnl Securities Corp —Orlando, FL
Excellent telephone communication skills and etiquette. Making effective telephone presentations to prospective clients to solicit meetings for the sales team.
From $45,000 a year
Quick Apply
Equitable Advisors —Folsom, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $175,000 a year
Quick Apply
Western & Southern Life —Findlay, OH
Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates and…
From $57,000 a year
Quick Apply
Correct Capital Wealth Management —St. Louis, MO
Verifying client account cash balances, generating and reviewing monthly available cash report. Coordinating account transfers and confirm cost basis…
$60,000 - $65,000 a year
Quick Apply
Charles Schwab —Fort Mitchell, KY
Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role). Active or valid insurance license (may be obtained…
$75,000 - $125,000 a year
Quick Apply
9d
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
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
Miramontes Capital —Newport Beach, CA
II. Update calls with clients to answer any questions they may have. I. Manage all document tracking, e-filing, and client follow-up calls.
$75,000 - $80,000 a year
Quick Apply
10d
Beacon Pointe Advisors LLC —Newport Beach, CA
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
$60,000 - $70,000 a year
11d
Summit Financial, LLC —Parsippany, NJ
Sort incoming mail for advisors and team. Develop and carry out an efficient documentation and filing system. Assist with client transaction requests.
From $65,000 a year
Quick Apply
3d
NFP Corp —Chicago, IL
Answer phone calls, resolve issues, and/or take messages as needed. NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO &…
$50,000 - $95,000 a year
1d
Morgan Stanley —Tampa, FL
Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an…
Estimated: $56.1K - $71.1K a year
Oppenheimer & Co. Inc. —Virginia Beach, VA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $51.7K - $65.4K a year
Quick Apply
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