- Truist (North Myrtle Beach, SC)
- …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
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Brokerage Client Assistant - RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) ... improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Lead Brokerage Client Assistant - RCAST & Registered as part of the Remote Client Associate Support Team ... service and operational issues + Process processing client service requests + Provide assistance to...to less experienced staff + Interact with immediate RCAST Brokerage Client Support team, functional area, and… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Registered Client Associate as part of the Remote Client Associate Support Team (RCAST) in Wealth and ... improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer RCAST...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- TD Bank (New York, NY)
- …Team is an integral part of TD Securities. The group provides best-of-class service to business partners in TD Bank Financial Group (the Bank) through negotiation ... products. The team is committed to providing a seamless client experience while managing the Bank's risk. The position...risk. The position will be responsible for providing best-of-class service to clients of TD Securities and internal business… more
- Wells Fargo (Wayne, PA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and… more
- Wells Fargo (High Point, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Comerica (Bloomfield Hills, MI)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service , and Teamwork. Some of the primary responsibilities are listed below.… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Bank of America (Naples, FL)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate - Fifth Avenue Financial Center Naples,...client requests and makes referrals to appropriate internal service providers based on client needs and… more
- JPMorgan Chase (Plano, TX)
- …Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the JP Morgan Wealth Management Client ... the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving...service levels, conduct call observations, and ensure quality service . + Address client needs by handling… more
- JPMorgan Chase (Plano, TX)
- …Investing, Chase Private Client , and the JP Morgan Private Bank. As a Client Service Leader within the Active Trader Desk (ATD) of the JP Morgan ... over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality interactions...Wealth Management Client Service Center team, you will play… more
- KeyBank (Denver, CO)
- …including distributions and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor's requests. + Create and manage ... for assisting the Key Investment Services Sales Force in achieving sales goals, customer service , business growth and client retention. This person will serve as… more
- Coldstream Wealth Management (Portland, OR)
- …known for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged ... the team is looking for a Sr. CSA. The Client Service Associate Role The Client...responsibilities include: + Prepare and process documentation related to client onboarding and maintenance: + Open brokerage … more
- Coldstream Wealth Management (Portland, OR)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the ... vision, passion, and purpose, with a focus on both client service and community commitment. In July...preparing meeting materials in advance + Coordinating the new client onboarding process: + Opening brokerage accounts,… more
- Coldstream Wealth Management (Seattle, WA)
- …has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered ... and proactively preparing meeting materials + Coordinating the new client onboarding process: + Opening brokerage accounts,...service experience and the desire to provide superior client service in a team-oriented environment +… more
- Wells Fargo (Franklin, VA)
- …and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- TD Bank (New York, NY)
- …Documentation Team is an integral part of TD Securities. GMD is a client facing team responsible for advisory services across trading desks and clients through ... revenue generation, ensures alignment with TD's risk appetite, and delivers a client -centric experience. This is an opportunity to join a fast-growing team with… more
- Wells Fargo (Salt Lake City, UT)
- …sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience or financial services industry ... seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo Advisors (WFA) in Wealth & Investment… more