Find New York Registered Client Associate jobs - New York Area Job Search for Registered Client Associate jobs (page 1)

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Registered Client Associate - Pittsford, NY: Bank of America Corp. - Rochester, New York; Banking / Mortgage; Title: Registered Client Associate - Pittsford, NYLocation: US-NY-PittsfordOther 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 also (see more)

Registered Client Associate: Bank of America Corp. - Buffalo, New York; Banking / Mortgage; Title: Registered Client AssociateLocation: US-NY-WilliamsvilleOther 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 also in-person and (see more)

Registered Client Associate - Buffalo, NY: Bank of America Corp. - Buffalo, New York; Banking / Mortgage; Title: Registered Client Associate - Buffalo, NYLocation: US-NY-BuffaloOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. 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 also (see more)

Registered Client Associate: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Registered Client AssociateLocation: US-NY-New YorkOther 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 also in-person and by (see more)

Registered Client Associate - New York, NY: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Registered Client Associate - New York, NYLocation: US-NY-New YorkOther 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 also (see more)

Registered Client Associate - Staten Island: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Registered Client Associate - Staten IslandLocation: US-NY-Staten IslandOther 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 Service Associate Tarrytown NY: Citi - Westchester, New York; Customer Service; Reference Code: 12013357 Location: Westchester, NY, USA Education Level: High School Diploma/GED Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. This position will assist Financial Advisors and clients with maximum administrative and (see more)

Registered Client Service Associate - New York, NY: Citi - Westchester, New York; Banking / Mortgage; Title: Registered Client Service Associate - New York, NYLocation: NY-New YorkCiti Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments.This position will assist Financial Advisors and clients with maximum administrative and operational support.- Assist (see more)

Registered Client Service Associate: UBS Financial Services - Westchester, New York; Accounting / Finance; > Title Registered Client Service AssociateJob Reference # 85136BRLocation United States - New YorkCity New YorkFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription 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 (see more)

Registered Client Service Associate - Tarrytown, NY: Citi - Westchester, New York; Banking / Mortgage; Title: Registered Client Service Associate - Tarrytown, NYLocation: NY-WestchesterCiti Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based Financial Advisors and Centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments.This position will assist Financial Advisors and clients with maximum administrative and operational support.Assist (see more)

Displaying 1-10 of 121 results

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