Registered Client Service Associate

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL's Newport Beach branch is the place for youLPL...

Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

**Client Service Associate-Newport Beach, CA**-**2401500** **Description** **Job Summary** **Essential Duties and Responsibilities** - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently...

Job DescriptionJob DescriptionClient Advisory AssociateNewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.TheClient...

Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client...

**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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firms Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with clients,...

Job DescriptionJob DescriptionThe Client Care Service Specialist position will assist in the orientation of every first responder who enters FRW. Responsibilities include maintaining all files documentation, preparation and distribution, arranging meetings, generating reports and emails, client file updates, intake, step-downs. Client Care Service...

Description: PARS is looking for a personable, driven, growth-oriented individual to fill the fast-paced role of Client Services Coordinator. As one of the “faces of PARS,” this person will be responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. This is a dynamic...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

Seeking a client service associate to join a large and growing Registered Investment Advisor. This is a unique opportunity to get your foot in the door You will be responsible for supporting the firm’s Portfolio Managers. Ensuring the smooth functioning of all non-trading processes. You will thrive in a fast paced environment and enjoy dealing with...

At **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Client Service Associate Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate...

Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...