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Edward Jones - Washington, DC
- Registered Client Associate - San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Registered Client Associate - San Francisco, CALocation: US-CA-San FranciscoOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- x-Registered Client Associate - Mill Valley, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: x-Registered Client Associate - Mill Valley, CALocation: US-CA-Mill ValleyOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Registered Client Associate - San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Registered Client Associate - San Francisco, CALocation: US-CA-San FranciscoOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but (see more)
- Registered Client Associate - Pleasanton, CA
- BOA - California
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- Registered Client Service Associate
- UBS Financial Services Inc. - San Francisco, California
- Administrative / Clerical
- Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Registered Client Service Associate
- UBS Financial Services Inc. - California
- Administrative / Clerical
- Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provide administrative support to designated financial advisor(s) * Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other * Work (see more)
- Registered Administrative Associate
- Ostrofe Financial Consultants - California
- Other / Miscellaneous
- Registered Administrative Associate Full time position Nevada County Financial Planning firm looking for experienced individual with background in the investment brokerage (Series 7) field. Duties: client contact, new accounts, account transfers, placing trades, correspondence. Proficiency in Word, Excel and excellent written and oral communication skills a must. Ability to organize work and manage time effectively in a fast-paced, non smoking environment with minimum of supervision. Competitive pay with benefits. Email patty.lum@natplan.com (see more)
- Mandarin Speaking Registered Relationship Associate
- Wealth Management - San Francisco, California
- Accounting / Finance
- MANDARIN SPEAKING REGISTERED RELATIONSHIP ASSOCIATE – FINANCIAL SERVICES An exciting opportunity at one of the world’s leading financial institutions! The Relationship Associate will support all phases of administrative functions and client services for a top Wealth Management team. Specific responsibilities include: Resolve client inquiries regarding securities quotes, account balances, activity, and documentation/statement information Resolve client complaints, inquiries and discrepancies. Research and initiate corrections to transactions (see more)
- Mandarin Speaking Registered Relationship Associate
- Wealth Management - San Francisco, California
- Executive Management
- MANDARIN SPEAKING REGISTERED RELATIONSHIP ASSOCIATE – FINANCIAL SERVICESAn exciting opportunity at one of the world’s leading financial institutions! The Relationship Associate will support all phases of administrative functions and client services for a top Wealth Management team. Specific responsibilities include: Resolve client inquiries regarding securities quotes, account balances, activity, and documentation/statement information Resolve client complaints, inquiries and discrepancies. Research and initiate corrections to transactions and/or account errors. Ensure timely (see more)
- Data Entry - Customer Service Representative - $22+/hr.
- Start Now - PT/FT - San Francisco, California
- Customer Service
- We Pay Daily - Start Working Today Get Paid Today! We are a fast growing highly rated web media and marketing company looking for a new associate in the local and surrounding areas to perform basic customer service duties to help drive retail sales for online business development.Almost everything we do is 100% web-based and most of our services are conducted online. Below you will get more information about our web-based telecommute position that will help you with your decision to begin working for us today. Please read carefully.Get Paid for simple Customer Service work. Looking for (see more)
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