290
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
2d
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
Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
Quick Apply
Northwestern Mutual —Milwaukee, WI
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers. Proficient at resolving inquiries and transactions…
From $20.93 an hour
Morgan Stanley —Tyler, TX
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
Estimated: $51.4K - $65K a year
2d
Edelman Financial Engines —Chandler, AZ
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to…
Estimated: $63.7K - $80.7K a year
1d
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
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3d
Ballentine Partners, LLC —Waltham, MA
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.). A Bachelor’s Degree is required.
$70,000 - $100,000 a year
Newport —Remote
Bachelor’s degree in a business-related field or industry experience. Works with plan sponsors, brokers, registered investment advisors, Trust companies and…
Estimated: $77.8K - $98.5K a year
8d
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: $67.8K - $85.8K a year
1d
HighTower Advisors —Folsom, CA
Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment…
$50,000 - $70,000 a year
Quick Apply
Fidelity Investments —Johnson City, TN
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Estimated: $54.4K - $68.9K a year
5d
Beacon Pointe Advisors LLC —Scottsdale, AZ
Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for…
$50,000 - $75,000 a year
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
Citi —Chicago, IL
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$69,130 - $96,470 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
HighTower Advisors —West Palm Beach, FL
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and…
Estimated: $56.4K - $71.4K a year
Quick Apply
NFP Corp —Midlothian, VA
Answer phone calls, resolve issues, and/or take messages as needed. NFP and Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with…
Estimated: $60.3K - $76.3K a year
Quick Apply
Citi —Washington, DC
Applies analytical thinking and knowledge of data analysis tools and methodologies. Appropriately assess risk when business decisions are made, demonstrating…
$58,190 - $103,810 a year
SEQUOIA FINANCIAL GROUP —Akron, OH
Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite. The client service associate works with Advisors to support the day to day needs…
5d
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