- UpvoteDownvoteShare Job
- Suggest Revision
Registered Client Service Associate. For immediate consideration regarding this Registered Service Client Associate Role, apply now. We are on the lookout for a dynamic Registered Client Associate/Licensed Wealth Management Associate boasting a minimum of 3 years of experience within the financial services realm.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Experience working in a client service environment. Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Summary The Client Service Associate (Registered) will assist one or more Financial Advisor(s) (FA(s. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Summary A highly successful, leading edge, and fun private wealth advisory practice is seeking a Registered, Client Service Associate to join our team in Grand Rapids, MI. If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Summary Under immediate supervision, Client Service Associate, Registered, assists one or more Financial Advisor(s) (FA(s. with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Summary As a Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s. We are a global wealth management and investment banking firm serious about innovation and fresh ideas.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Ideally 5 years of experience in client service, within the finance sector. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
$60,000 - $72,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Client Service Associate, you’ll play an important role in servicing clients and supporting the business. United States - New York Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors Global Wealth Management Job Reference 293016BR City New York Job Type Full Time Your role Are you truly service oriented.
$70,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We are seeking a full-time Registered Client Service Associate with a minimum of 2 years of industry experience. With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments.
$50,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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 confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Full-timeExpandApply NowActive JobUpdated 4 days ago
service associate investment jobs Title: service associate registered client in WA, Ohio
FEATURED BLOG POSTS
What is Seasonal Employment?
Depending on where you are in your career, you might have first-hand experience with seasonal employment. Seasonal employment can be a great way to expand your skill set and earn extra cash while helping businesses meet seasonal increases in demand.
How to Avoid a Bad Hire
"A new employee who doesn't meet the minimum performance, quality, and culture fit standards you set when you began sourcing and recruiting. Additionally, bad hires will immediately show signs of self-interest instead of an interest in their role and the company."
How to Ask for a Letter of Recommendation
When the job board you subscribe to finally posts your dream job, you may feel like the stars have aligned. But part of securing a position that matches your career plan is ensuring you address all the application basics. You know, the resume, the cover letter, the portfolio. It seems like you've got this in the bag — until you realize they want a letter of recommendation, too!
16 Tech Jobs You can Get Without a College Degree
You might think that if you don’t have a computer science, information technology, or related degree, then there’s absolutely no way you can break into the technology field and score a high-paying tech job. But this is a misconception. There are actually tons of tech jobs out there that don’t require a college degree. Instead, employers are more interested in the skills that you can offer. So, read on to learn more about how to land tech jobs without a degree.
What Are SMART Goals?
When it comes to achieving our goals, there’s a lot of noise to work through. A study by the University of Scranton has found that only 8% of people who set New Year’s resolutions actually achieve them. Our busy lives might be one reason for this. Another, even more important reason, is our approach to goal setting. Being too vague, too ambitious or simply unclear on the timeframe can set us up for failure.
The Best Remote Jobs: Where & How to Find Them
The Covid-19 pandemic hasn’t been easy on any of us, but if there’s one silver lining, it’s the fact that remote work has grown in popularity because of it. Companies that previously weren’t open to their employees working remotely were suddenly forced into allowing it. Since then, they've realized that much of their workforce is happier and more productive. Naturally, this has led to more remote job openings, which is great if you’re interested in this type of position. Read on to learn more about the best remote jobs and where to find them.
In-House vs Outsourcing Recruiting: Which is Better?
When looking at in-house vs outsourcing recruiting, it is important to nail down the benefits for each and whether those benefits outweigh the risks that follow.