LoginRegister

Registered Client Service Associate jobs

Now available 253 results are consistent

Sort by:relevance - date

PWM REGISTERED CLIENT SERVICE ASSOCIATE

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...

CompanyMorgan Stanley
AddressMissouri, United States
CategoryRetail
Salary$51.7K - $65.4K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

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 weeks 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 weeks 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 weeks 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 weeks 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...

3 weeks ago seen See more...

Registered Client Service Associate (Los Angeles,CA)

Oppenheimer & Co. Inc.

Los Angeles, CA

$55,000 - $65,000 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...

3 weeks 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...

3 weeks 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...

3 weeks ago seen See more...

Series 7 Registered Client Service Associate

Hennion & Walsh, Inc.

Parsippany, NJ

$48.5K - $61.4K a year

Provides sales/administrative/operational Client Service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships. Proactively supp...

3 weeks 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...

3 weeks 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...

3 weeks ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

4 weeks ago seen See more...

Registered Client Services Associate

Central Pacific Bank

Honolulu, HI

H.S. Diploma or higher education and/or equivalent work experience required. 4+ years in sales/service or similar role required. Series 7 and Series 66 license required. Life and Health Insurance license required. Must be able to...

4 weeks ago seen See more...

Registered Client Service Associate

Morgan Stanley

Saint Paul, MN

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains c...

4 weeks ago seen See more...

Brokerage Registered Client Service Associate - Greenville, SC

Truist Bank

Greenville, SC

$60.8K - $77K a year

This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.This position is working in the of...

4 weeks ago seen See more...

Registered Client Service Associate - International Team Bilingual - Spanish/English

Truist

Houston, TX

Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)This position is...

a month ago seen See more...

Senior Registered Client Service Associate

Formidable, Llc

Cincinnati, OH

$70,000 - $80,000 a year

Work with and support financial advisors in the service of clients and the Book of Business. Responsible for advisor-directed service-related tasks, resulting from client meetings once onboarding process is complete. Service a sub...

a month ago seen See more...

Registered Client Service Associate

Ameriprise Financial

Houston, TX

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...

Grand Rapids, MI-based Registered Client Service Associate

Hill Island Financial

Detroit, MI

$50,000 - $110,000 a year

40% Client Contact often the first and most frequent point of contact for our clients. Making and answering service calls, being in client meetings with the lead advisor and sending follow-ups. Well-trained and well-informed to...

2 months ago seen See more...

Registered Client Service Associate (The Woodlands, TX)

Oppenheimer & Co. Inc.

Texas, United States

$55,000 - $65,000 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...

Registered Client Service Associate

Stifel, Nicolaus & Co., Inc.

Santa Barbara, CA

$46.9K - $59.4K 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

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 weeks 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...

3 weeks 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...

3 weeks 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...

3 weeks ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

2 days ago seen See more...

Client Service Associate- Registered

Stifel

Carlsbad, CA

$44,000 - $55,000 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...

4 weeks ago seen See more...

Client Service Associate - Registered

Stifel, Nicolaus & Co., Inc.

Ohio, United States

$41.4K - $52.4K 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...

4 weeks ago seen See more...

Client Service Associate - Non Registered

Stifel, Nicolaus & Co., Inc.

Roseville, CA

$44,900 - $54,900 a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FAs business by opening client accounts, preparing a...

4 weeks ago seen See more...

Client Service Associate - Registered

Stifel Financial

Center Valley, PA

$42.4K - $53.6K 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...

see more

What should I search to find Registered Client Service Associate jobs?

People who searched for Registered Client Service Associate jobs also searched for Associate Business, Cashier/Sales Associate, Operations Associate, Guest Relations Associate, Cashier / Sales Associate, Associate Finance, Registered Nurse Virtual, Guest Service Expert, Office Services, Guest Services Associate, Services Project Manager, Food Services Leader, Program Support Associate, Client Service, Asset Protection Associate, . 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

Mobile Phlebotomist, Flex Security Officer, Facility Technician, Veterinarian jobs, Qa Specialist, Cable Technician, Travel Nurse, Test Technician, System Specialist, Information System Security Officer, Machinist, Firefighter, Call Center Representative, Environmental Technician, Instructional Assistant,

What are the top cities open Registered Client Service Associate jobs?

There are open Registered Client Service Associate jobs in several cities including Atlanta, Los Angeles, New York, Chicago, Bethesda, Denver, Portland, Pasadena, Greensboro, Riverside, Berwyn, Austin, Anderson, United, San Francisco,

Fastest job search tips

Search on Google

"Keyword" + 123work.net

For example: Registered Client Service Associate jobs 123work.net

Home
Create Cover Letter
Create Resume
Account
More