registered client service associate Jobs in United States

Registered Client Service Associate
Fort Lauderdale, FloridaAscendo ResourcesThe Registered Client Associate plays a critical support role within a broker-dealer environment by assisting Financial Advisors in delivering exceptional service to clients. This position is ideal for a FINRA-licensed professional who is detail-oriented, proactive, and...Full Job Details
Registered Client Service Associate
Palm Beach, FloridaUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Full Job Details
Registered Client Service Associate
Wayzata, MinnesotaUBS Your role Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? Our new Client Associate will play a significant role in our client's Wealth Management needs and will be a member of our Operations Group - ensuring all...Full Job Details
Registered Client Service Associate
Cleveland, OhioCypress HCMA large securities firms and investment banking client is looking to hire a Registered Client Associate to join their team in Cleveland, Ohio. This person will support Financial Advisors and senior level management and needs to be licensed. Responsibilities include, but are...Full Job Details
Registered Client Service Associate
GeorgiaTalentWealthTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice located in Peachtree Corners, GA is hiring an experienced Registered Client Service Associate professional on their...Full Job Details
Registered Client Service Associate
Virginia Beach, VirginiaTalentWealthTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice located in Virgina Beach, VA is hiring an experienced Registered Client Service Associate professional on their...Full Job Details
Registered Client Service Associate
Ponte Vedra Beach, FloridaTalentWealthTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice located in Ponte Vedra Beach, FL is hiring an experienced Registered Client Service Associate professional on their...Full Job Details
Registered Client Service Associate
Columbia, MissouriStifel What You'll Be Doing The Registered Client Service Associate assists one or more Financial Advisors 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,...Full Job Details
Registered Client Service Associate
Tampa, FloridaStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Birmingham, AlabamaStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Client Service Associate - Registered
Chapel Hill, North CarolinaStifel What You'll Be Doing Under immediate supervision, Client Services 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...Full Job Details
Registered Client Service Associate
Columbia, South CarolinaStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Naperville, IllinoisStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Memphis, TennesseeRaymond James Financial Services Job Description Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative...Full Job Details
Registered Client Service Associate
Chicago, IllinoisRaymond James Job Description Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative...Full Job Details
Registered Client Service Associate
Medina, OhioRaymond James Financial Services Job Description Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative...Full Job Details
Registered Client Service Associate
Cleveland, OhioWedbush Securities Job Description Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles,...Full Job Details
Registered Client Service Associate
Miami, FloridaBanco de Crédito e Inversiones JOB SUMMARY The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers. They will assist Bankers/Financial Advisors and clients with administrative and...Full Job Details
Registered Client Service Associate
Miami, FloridaConfidentialThe ideal candidate brings deep knowledge of Pershing NetX360 and strong operational expertise and is comfortable in a client-facing role that requires precision, compliance awareness, and proactive problem-solving. Spanish-English bilingual fluency is strongly preferred....Full Job Details
Registered Client Service Associate - in office, up to $90k!
Chicago, IllinoisCPS$90000.00 a yearClient Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in...Full Job Details
Client Service Associate
Denver, ColoradoBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Full Job Details
Client Service Associate
Milwaukee, WisconsinBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Full Job Details
Client Service Associate
Columbus, OhioSummit Financial Strategies IncAbout Summit Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.6 billion in client assets. While some RIA (Registered...Full Job Details
Client Service Associate
MissouriFocus Partners WealthCLIENT SERVICE ASSOCIATE St. Louis, MO Position Summary The Client Service Associate works as a generalist within the client service team to complete essential back-office functions. Their primary responsibilities are to provide additional support to the teams through...Full Job Details
Senior Client Service Associate
Scottsdale, ArizonaBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (Sr.CSA) in our Scottsdale, AZ office. The Senior Client Service Associate will join a highly talented team of wealth management and client...Full Job Details