- Morgan Stanley (Ponte Vedra Beach, FL)
- …to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** ... *POSITION SUMMARY* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Truist (Ponte Vedra Beach, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more