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Registered Client Service Associate jobs

Viewing 1 - 10 of 12,094 jobs

  • Registered Client Service Associate

    Oppenheimer & Co - Grand Rapids, MI

    to providing them with the highest level of client service. Job Description: The local office of Oppenheimer & ... with client reporting, coordinating materials for client visits and client off-site events, as well as cohesively...

    7 days ago from ZipRecruiter

  • Client Service Associate

    Boutique Wealth Management Firm - Atlanta, GA

    to ensure goals/deadlines are met; work with fellow Client Service Associates to provide seamless back up ... various types of client correspondence Keep advisors/associate advisors informed of the status of tasks/projects...

    30+ days ago from IvyExec

  • CLIENT SERVICE ASSOCIATE - SERIES 7 REQUIRED

    Santa Barbara, CA

    client and the PWM middle office functions operations i e client services trading portfolio management billing and fee ... service support i e create review and distribute various client reports and presentations or assist with client...

    11 days ago from Geebo

  • Registered Client Service Associate

    UBS - Finance Industry - New York City, NY

    Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing ... Qualifications: • 3 – 5 years of client service experience • Series 7 and 66 licensed required for Registered...

    4 days ago from VelvetJobs

  • Registered Client Associate - PBIG

    Bank of America - San Francisco, CA

    Registered Client Associate - PBIG: The Client Associate (CA) role is a sales support position, typically providing ... products, policies & procedures is required Strong client service & technical skills (MS Word & Excel) Strong...

    7 days ago from CareerBuilder

  • Registered Client Service Associate

    Associated Investor Services/associated Financial Consultants - Fort Lauderdale, FL

    with direct client interaction - heavy phone and service work Document all client actions and interactions with ... efficiently Proactive and systematized project/issue/service follow-up and completion Calculate and organize...

    22 days ago from ZipRecruiter

  • Client Service Associate

    Del Monte Group - Alamo, CA

    and positive outlook to be the full-time Client Service Associate for our high net worth clients. Our team is small – ... of all our operations. Foremost, the Client Service Associate (CSA) ensures all clients receive the most amazing...

    13 days ago from ZipRecruiter

  • Registered Client Service Associate

    Russell Investments - Finance Industry - Milwaukee, WI

    selling Russell investment products within US Private Client Services. The Client Service Associate will be ... The Client Service Associate provides a high quality, value-added sales and service experience by assisting the sales te...

    6 days ago from VelvetJobs

  • Licensed Client Service Associate

    Fuller & Company - Atlanta, GA

    (2)Registered Representative Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINR ... Job Description: Wealth Management / Tax Preparation firm seeks a client service associate who will support firm’s effor...

    11 days ago from ZipRecruiter

  • Client Advisory Center - Registered Client Service Associate

    Morgan Stanley - Finance Industry - Tampa, FL

    associate will provide world-class customer service to our client base. The associate will ensure that all service ... of customer service with each client interaction. The associate will identify cross-sell opportunities and uncover...

    22 days ago from VelvetJobs

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