LoginRegister

Full-Time Register Client Associate jobs

Now available 147 results are consistent

Sort by:relevance - date

REGISTERED CLIENT ASSOCIATE

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

CompanyHighlands Wealth Management Group
AddressColorado, United States
CategoryRetail
Salary$70,000 - $90,000 a year
Job typePermanent | Full-time
Date Posted 2 months ago See detail

Registered Client Associate

Highlands Wealth Management Group

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

2 months ago seen See more...

Registered Client Associate

Continuum Advantage Llc

Colorado, United States

$70,000 - $90,000 a year

Establish and maintain strong relationships with clients, ensuring their needs are met promptly and effectively. Provide timely and accurate account maintenance, transactions, and other requests as needed. Successfully navigate th...

2 months ago seen See more...

Registered Wealth Management Client Associate

Bank Of America

Lorida, FL

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

2 weeks ago seen See more...

Investment Funds, Registered Funds/BDC Associate New

An American Law Firm

Washington, DC

Ideal candidates will have three to six years of experience working as an associate in a recognized Investment Funds practice of a global law firm. Experience in governance-related compliance and regulatory matters in relation to...

3 hours ago seen See more...

Client Services Associate New

Restoration Hardware

Tampa, FL

$18 - $28 an hour

Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with...

11 hours ago seen See more...

PWM Registered Client Service Associate

Morgan Stanley

Missouri, United States

$51.7K - $65.4K a year

PWM Registered Client Service AssociateJob Number: 3245737POSTING DATE: Jan 9, 2024PRIMARY LOCATION: Americas-United States of America-Missouri-ClaytonEDUCATION LEVEL: Refer to Position DescriptionJOB: Wealth ManagementEMPLOYMENT...

2 months ago seen See more...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

2 months ago seen See more...

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

2 months ago seen See more...

Registered Client Service Associate (Atlanta)

Oppenheimer & Co. Inc.

Atlanta, GA

$43K - $54.4K a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

2 months ago seen See more...

Client Associate/Registered Client Associate

Royal Bank Of Canada

Huntington, WV

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

2 months ago seen See more...

Registered Client Service Associate

Morgan Stanley

Park City, UT

$52.3K - $66.3K a year

Registered Client Service AssociateJob Number: 3248941POSTING DATE: Mar 28, 2024PRIMARY LOCATION: Americas-United States of America-Utah-Park CityJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSI...

2 months ago seen See more...

Registered Client Service Associate

Morgan Stanley

Franklin, TN

$58.5K - $74K a year

Registered Client Service AssociateJob Number: 3247350POSTING DATE: Mar 11, 2024PRIMARY LOCATION: Americas-United States of America-Tennessee-FranklinJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTION...

2 months ago seen See more...

Registered Client Service Associate

Ameriprise Financial

Wayzata, MN

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

2 months ago seen See more...

Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...

2 months ago seen See more...

Registered Client Services Associate II

United Community Bank

Orlando, FL

$33,433 - $48,414 a year

College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...

2 months ago seen See more...

Client Service Associate - Registered

Stifel Financial

Gainesville, FL

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

a month ago seen See more...

Client Service Associate - Registered

Stifel Financial

Portsmouth, NH

$44.2K - $55.9K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Client Service Associate - Non-Registered

Stifel Financial

West Chester, PA

$43.9K - $55.5K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Client Service Associate - Registered

Stifel Financial

Florham Park, NJ

$44.2K - $56K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

2 months ago seen See more...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

2 months ago seen See more...

Seasonal Client Associate

Bank Of America

San Francisco, CA

$66.7K - $84.5K a year

Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates...

6 days ago seen See more...

Registered Nurse- Deputy Associate Chief Nurse (Ambulatory Care)

Department Of Veterans Affairs

Ann Arbor, MI

Competitive

U.S. Citizenship; non-citizens may only be appointed when it is not possible to recruit qualified citizens in accordance with VA Policy. All applicants tentatively selected for VA employment in a testing designated position are su...

2 days ago seen See more...

Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Chicago, IL

Unspecified

Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...

2 days ago seen See more...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lake Mary, FL

Not disclosed

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

3 days ago seen See more...

Senior Associate, Fund/Client Accounting

Bny Mellon

Lake Mary, FL

Not disclosed

Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client...

3 days ago seen See more...

Client Sales Associate

Pristine Connections

Wayne, NJ

$48,000 - $54,000 a year

Regularly follow up with select customers and ensure any questions or concerns are adequately addressed. Train directly with seasoned Client Sales Associates and our management staff to develop best practices and master the basics...

4 days ago seen See more...

Client Service Associate

Gemharvest

Chadds Ford, PA

$80,000 - $95,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of a gro...

4 days ago seen See more...

Associate Director Client Operations - Biotech

Novasyte

Durham, NC

$113,900 - $193,800 a year

Developing close working relationships with Global BD, Operational teams, and IQVIA counterparts. Driving excellence in delivery across the client portfolio, escalating rapidly as necessary. Engaging in client operational committe...

a week ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

a week ago seen See more...

Associate Director, Client Consultant - Remote

Unitedhealthcare

Minneapolis, MN

$104,700 - $190,400 a year

Lead the Surest perspective internally with UHC and externally. Mentor, train, and support UHC team members and Surest consultants as needed. Lead the strategic perspective and understand where to go for solutions, resources, and...

a week ago seen See more...

see more

What should I search to find Full-Time Register Client Associate jobs?

People who searched for Full-Time Register Client Associate jobs also searched for Financial Plan Associate, Associate Media Director, Register Nurse Medical, Home Sale Associate, Wound Ostomy Register Nurse, Sample Associate, Associate It, Associate Business Process, Warehouse Associate Inventory, Senior Associate Data, Associate Corporate Counsel, Patient Care Associate, Contract Register Nurse, Register Nurse Emergency Room, Register Visit Nurse, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs

Sales / Designer, Director, Aerospace Engineer, Store Clerk, Civil Engineer, Preschool Teacher, Team Member, Web Developer, Business Consultant, Engineering Technician, Employee Relations Manager, Senior Business Analyst, Lead, Crew Member, Event Planner,

What are the top cities open Full-Time Register Client Associate jobs?

There are open Full-Time Register Client Associate jobs in several cities including Wellesley, New York, Hunt Valley, Clive, Chicago, Beverly Hills, San Francisco, San Jose, Cockeysville, Tullahoma, Great Falls,

What companies are hiring for Full-Time Register Client Associate jobs?

The top companies hiring now for Full-Time Register Client Associate jobs are Royal Bank of Canada, SmartBank, Wells Fargo,

Fastest job search tips

Search on Google

"Keyword" + 123work.net

For example: Full-Time Register Client Associate jobs 123work.net

Home
Create Cover Letter
Create Resume
Account
More