224
registered client associate jobs
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
1d
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
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
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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
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
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FCA Corp —Fort Worth, TX
A desire to improve technical skills, and stay current on market and industry trends. The successful candidate will work with other financial professionals and…
$55,000 - $75,000 a year
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PIONEER FINANCIAL GROUP —Warwick, RI
In addition to a group of mentors who are industry experts in their niche markets, you will have access to training courses that are designed to educate you on…
$60,000 - $100,000 a year
Quick Apply
Amon & Associates —Glastonbury, CT
Investigate potential implementation strategies, insurance products, investment products, or other elements for inclusion in financial plans; present analysis…
$80,000 - $120,000 a year
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Equitable Advisors —New York, NY
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$36,400 - $125,000 a year
Quick Apply
13d
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
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
Cerity Partners —Fort Worth, TX
Bachelor’s degree in finance or business-related field preferred but not required. Interact with brokerage service team to perform research on transactions,…
Estimated: $52.7K - $66.8K a year
1d
The Colony Group —Boca Raton, FL
Drafting and processing correspondence to clients and communicating with clients by telephone and email; The Client Service Associate provides a high level and…
Estimated: $56K - $70.9K a year
12d
D.A. Davidson Companies —Salt Lake City, UT
Series 7 & 65/66 licensure preferred or the ability to obtain SIE/7/66 licensing within requisite period of time. Solid technology skills (Microsoft Office).
Estimated: $47.2K - $59.7K a year
1d
Edelman Financial Engines —Dallas, TX
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $68.4K - $86.7K a year
2d
Stifel Trust Company, NA 46-Not Active —Irvine, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
$49,400 - $60,400 a year
4d
Arista Wealth Management —Las Vegas, NV
We’re looking to hire an experienced Client Service Associate with experience and knowledge of 401(k) and cash balance plans who will provide exceptional…
$65,000 - $75,000 a year
Quick Apply
Cetera Financial Group —Midvale, UT
Notify departments of new agents, and reach out to new agents with welcome email, when applicable. Communicate professionally and provide customer service, via…
Estimated: $46.9K - $59.4K a year
SEQUOIA FINANCIAL GROUP —Tampa, FL
This position would help the Advisors focus more efficiently on business development and strategic oversight. Client Appreciation Events (all clients).
13d
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