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Registered Client Associate jobs - San Mateo, CA

Viewing 1 - 10 of 441 jobs

  • Associate

    Robert Half Finance & Accounting - San Francisco, CA

    per year Our company is an independently owned and registered investment advisory firm. representing tax exempt ... hedge fund portfolios We are looking to hire a portfolio associate will work closely with other analysts and...

    19 hours ago from CareerBuilder

  • Registered Client Associate

    Bank of America - San Mateo, CA

    The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support ... banking products, policies & procedures is required, Strong client service & technical skills (MS Word & Excel), Strong...

    14 days ago from Bank of America

  • Registered Client Associate

    RBC - San Jose, CA

    Registered employee may enter unsolicited trades in client accounts at the client’s request, generally in the FA’s ... problems in client accounts at the request of the client or FA. Notify the FA and/or client of the outcome.*...

    7 days ago from RBC

  • Senior Registered Client Service Associate

    UBS Financial Services - San Francisco, CA

    Title Senior Registered Client Service Associate Job Reference # 119066BR Location United States - California City San ... functions including account opening, trade settlement, client reporting; reviewing client account activity on a...

    30+ days ago from UBS Financial Services

  • Registered Client Associate

    RBC Financial Group - Finance Industry - San Jose, CA

    their clients’ accounts and transactions.* • Registered employee may enter unsolicited trades in client accounts at the ... client accounts at the request of the client or FA. Notify the FA and/or client of the outcome.* Processing:...

    30+ days ago from VelvetJobs

  • Registered Client Service Associate

    UBS - Finance Industry - Menlo Park, CA

    Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing ... If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and s...

    30+ days ago from VelvetJobs

  • Part Time - Client Associate

    UBS Financial Services - Palo Alto, CA

    Americas Job Type Part Time Description Your job, as a Client Service Associate, is to enhance the client ... client and prospective client appointment scheduling, client and prospective client events, other marketing...

    30+ days ago from UBS Financial Services

  • Client Service Associate

    UBS Financial Services - San Mateo, CA

    Americas Job Type Full Time Description Your job, as a Client Service Associate, is to enhance the client ... If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and s...

    30+ days ago from UBS Financial Services

  • Client Associate

    UBS - Finance Industry - Palo Alto, CA

    Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing ... If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and s...

    30+ days ago from VelvetJobs

  • Client Service Associate

    UBS - Finance Industry - San Mateo, CA

    Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing ... If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and s...

    30+ days ago from VelvetJobs