- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Melbourne, FL)
- …**Job Summary** At Crane Private Wealth Group clients are our main priority, and the Registered Client Associate role is critical to our success. As such, ... we are seeking a client -focused team player who is attentive, empathetic, a lifelong...and branch office + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Medina, OH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Raymond James Financial, Inc. (Greenville, SC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... + Helps manage and standardize best practices for various activities: new client on-boarding, + large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Conshohocken, PA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Hanover, NH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Raymond James Financial, Inc. (Westlake, OH)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Comerica (Costa Mesa, CA)
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple ... below. * Assists with the opening and maintenance of client accounts and records. * Ensure completion of all...accurate, timely and courteous responses to clients. * Organize client files and set up systems to assist Financial… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more