229
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
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
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
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
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
Royal Bank of Canada —Sioux Falls, SD
Build and maintain professional relationships with clients by assisting them and answering account questions. Ability to make a difference and lasting impact.
Estimated: $52.5K - $66.4K 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
Stifel Financial —New York, NY
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). 2+ years clerical/related industry experience.
$49,000 - $65,500 a year
Stifel, Nicolaus & Co., Inc. —Murrieta, CA
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $48K - $60.8K a year
5d
LEISURE CAPITAL MANAGEMENT —Costa Mesa, CA
Cashiering - inbound and outbound movement requests; Checks, wire transfers, journals, ACH. Handle client input within financial planning software and become…
$70,000 - $120,000 a year
Quick Apply
9d
Baystate Financial —Marshfield, MA
Bachelor’s Degree and Series 7, Series 66 and Series 24 license *required. _We will never ask job candidates to pay any kind of fee, make cash or check…
$80,000 - $90,000 a year
Quick Apply
9d
Allworth Financial —Dallas, TX
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising…
$50,000 - $63,000 a year
Janney Montgomery Scott LLC —Mystic, CT
Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.
Estimated: $47.4K - $60K a year
Edward Jones —Anderson, SC
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
$23.21 - $27.13 an hour
1d
Cresset Capital —San Francisco, CA
Bachelor’s degree in Business, Finance, or a related field or equivalent industry experience. Manage client billing (assign attributes, start/end dates, raising…
Estimated: $59.6K - $75.5K a year
Quick Apply
WoodmenLife —Omaha, NE
Receives incoming and makes outgoing calls to/from WFS Financial Representatives, WoodmenLife Representatives and clients.
$54,582 - $73,217 a year
Quick Apply
Northern Trust Corp. —Chicago, IL
Answers inbound calls to the Brokerage Service Group service center. Requires working knowledge and experience in own job discipline.
Estimated: $61.3K - $77.7K a year
Avant Healthcare Professionals —Maitland, FL
Coordinate internal training sessions, conference calls, virtual interviews, interview prep sessions, or any other requests necessary to initiate placements…
Estimated: $49.2K - $62.3K a year
10d
Stifel, Nicolaus & Co., Inc. —Indianapolis, IN
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Organize and assist in the maintenance of complete…
Estimated: $39.7K - $50.3K a year
NettWorth Financial Group —St. Louis, MO
Provide general office support (answering phones, photocopying, faxing, filing, creating documents, etc.). Process incoming and outgoing mail, including checks,…
$25 - $30 an hour
Quick Apply
12d
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