- Glendale, AZ (from $ 36,920 to $ 131,905 year)
- Glendale, CA (from $ 36,920 to $ 131,905 year)
- Gilbert, AZ (from $ 45,038 to $ 107,250 year)
- New York, NY (from $ 54,005 to $ 102,845 year)
- New Orleans, LA (from $ 53,478 to $ 100,079 year)
- Cape Coral, FL (from $ 35,360 to $ 100,000 year)
- Oklahoma City, OK (from $ 47,914 to $ 100,000 year)
- Tampa, FL (from $ 57,165 to $ 100,000 year)
- Salt Lake City, UT (from $ 46,388 to $ 99,043 year)
- Atlanta, GA (from $ 50,000 to $ 98,125 year)
Client associate Jobs in USA
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Client associate • usa
Last updated: less than 1 hour ago
Location : Little Rock, AR 72201, USA.Essential Duties and Responsibilities : .Complete new account and transfer account forms.
Answer telephones, take messages, make copies, and mail printed material....Show moreLast updated: 30+ days ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 6 days ago
Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services.
Act as the daily point of contact for receiving / respo...Show moreLast updated: 6 days ago
At Covenant Capital, we pride ourselves on our deep relationships with clients and our high standard of care.The Client Associate is your opportunity to be an integral part of a close-knit team, di...Show moreLast updated: 30+ days ago
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...Show moreLast updated: 2 days ago
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a mo...Show moreLast updated: 7 days ago
Kovitz is seeking a Client Service Associate.The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Speciali...Show moreLast updated: 7 days ago
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
As a Registered Client Associate, become a trusted res...Show moreLast updated: 11 hours ago
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.
Assist Financial Advisor(s) collea...Show moreLast updated: less than 1 hour ago
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Long Beach, CA branch.
In this team-critical role, ...Show moreLast updated: 30+ days ago
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate.Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-wort...Show moreLast updated: 17 days ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Essential Duties and Responsibilities • • + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dy...Show moreLast updated: 4 days ago
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.
The Client Associate will work with...Show moreLast updated: 30+ days ago
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.
Assist Profit Formula Financial Ad...Show moreLast updated: 2 days ago
Signature Estate & Investment Advisors, LLC.Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departme...Show moreLast updated: 3 days ago
Location : Little Rock, AR 72201, USA.Essential Duties and Responsibilities : .Complete new account and transfer account forms.
Answer telephones, take messages, make copies, and mail printed material....Show moreLast updated: 30+ days ago
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
We're dedicated to our craft and passionate about putting our people firs...Show moreLast updated: 3 days ago
- Promoted
Client Associate
Stephens DefaultLittle Rock, AR, USFull-time
Client Support Associate
Jackson HewittNorth Las Vegas, NV, United StatesFull-time +1
Private Client Associate
ECG Resources, Inc.Westport, CT, United StatesFull-time
- Promoted
Client Associate
Raymond James FinancialFrederick, MD, USFull-time
- Promoted
Client Services Associate
TradeJobsWorkforce48307 Rochester Hills, MI, USFull-time
Client Support Associate
Jackson Hewitt COOUniversal City, TX, United StatesFull-time +1
Client Service Associate
Raymond James Financial ServicesTraverse City, MI, United StatesFull-time
Client Service Associate
KovitzFort Collins, CO, United StatesFull-time
- Promoted
- New!
Registered Client Associate
Royal Bank of CanadaLos Angeles, CA, United StatesFull-time
- Promoted
- New!
Client Associate
Colorado StaffingColorado Springs, CO, USFull-time
- Promoted
Client Associate
D.A. DavidsonLong Beach, CA, USFull-time
- Promoted
Client Associate
JobotUSFull-time
Client Service Associate
GrahamKansas City, MOFull-time +1
Quick Apply
Client Associate
Raymond James Financial, Inc.Alexandria, VA, United StatesFull-time
- Promoted
Client Associate
ROCKEFELLER CAPITAL MANAGEMENTDallas, TX, USFull-time
- Promoted
Client Associate
Virginia StaffingSuffolk, VA, USFull-time
Client Service Associate
Signature Estate & Investment Advisors, LLCMcLean, VA, United StatesFull-time
- Promoted
Client Associate
StephensLittle Rock, AR, USFull-time
Client Associate
UBSDallas, TX, United StatesFull-time
The average salary range is between $ 39,000 and $ 79,995 year , with the average salary hovering around $ 50,647 year .
Client Associate
Stephens DefaultLittle Rock, AR, US30+ days ago
Job type
- Full-time
Job descriptionBachelor's degree in a related field. 1+ years of related experience and / or training. Equivalent combination of education and experience. SIE Securities Industry Essentials within 6 months. Series 7 General Securities Representative within 6 months. Series 63 - State Law Exam or Series 66 Combined State Law within 6 months. Microsoft Word Excel Alpha / Numeric Data Entry
Client Associate
Job Category : Sales Support
Location : Little Rock, AR 72201, USA
Description
Essential Duties and Responsibilities :
- Complete new account and transfer account forms.
- Answer telephones, take messages, make copies, and mail printed material.
- Type correspondence, reports, account information, pair off letters, etc. from drafts, transcriptions, memos and various forms.
- Maintain files of confidential and routine material and information.
- Assist Financial Consultants and / or customers and provide information as appropriate.
- Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
- Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc.
- Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants.
- Perform other related duties as assigned by management.
Education and / or Experience :
Certifications, Licenses, and Registrations :
Required Testing :
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.