Client Service Associate JobotClient Service AssociateNewtown Square, PA$75,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are an optimistic and client focused person who is a self starter and problem solver and loves to provide top notch service to both our advisors and our clients, then this is the home for you!
NewFinancial Services Client Support Associate ProPivotalFinancial Services Client Support AssociateAustin, TX$25–$30 / hourThis role plays a pivotal part in amplifying our reach and effectiveness with financial advisors, RIAs, and private wealth teams by ensuring the behind-the-scenes work is executed with precision, professionalism, and purpose. This role supports the internal sales desk within the intermediary distribution channel, enabling sales professionals to focus on client engagement by managing operational, administrative, and logistical tasks.
Client Services Associate I AmerantbankClient Services Associate IMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate II Amerant BankClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Client Services Associate I Amerant BankClient Services Associate IMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
NewClient Service Associate Wealth Management Gables Search GroupClient Service Associate Wealth ManagementWexford, PAKey Responsibilities: As a Client Service Associate , you will be an integral part of the client service team, and will SUPPORT the Advisors in: Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance. Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team.
NewAML/CFT and Compliance/CRA Associate TrustBankAML/CFT and Compliance/CRA AssociateOlney, IL$60,000–$65,000 / yearAs AML/CFT Associate (fka BSA), this person will assist in the oversight, authority, monitoring, and governmental and regulatory reporting related to the policies and program of the Anti-Money Laundering (AML) / Countering the Financing of Terrorism (CFT) / Customer Identification Program (CIP) / Office of Foreign Asset Control (OFAC), and Suspicious Activity Reporting (SAR), all activities formerly known as Bank Secrecy Act (BSA) duties. 3. Assist the Compliance Officer with the adherence with bank policy and government regulations, with specific emphasis on the consumer protection laws, including, but not limited to, TRID, RESPA, Flood, Regulation CC, Truth in Savings, Fair Lending-Fair Housing and ECOA.
Associate, Private Client Page Group USAAssociate, Private ClientNew York, NY$260,000–$310,000 / yearFull timeThe firm delivers integrated legal solutions on complex, high-value matters, combining cross-border capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Join a sophisticated private client practice advising high-net-worth individuals and families on complex estate, tax, and succession matters.
NewAssociate Client Advisor AtriumAssociate Client AdvisorSeattle, WAThe Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. Responsibilities of the Associate Client Advisor: Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewClient Specialist First Horizon BankClient SpecialistLake Charles, LAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.
NewRegistered Branch Associate Edward JonesRegistered Branch AssociateOrange City, IAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Engineer IV, Client Products and Services Portfolio Edward Jones InvestmentsEngineer IV, Client Products and Services PortfolioSaint Louis, MOProvide guidance, training and mentorship to other associates, including performing code peer reviews, suggesting best practices and following SDLC processesTeam Overview: As an Engineer IV in the Client Products and Services Portfolio, this exciting opportunity will be responsible for applying business and technical knowledge to enhance, modernize and provide quality solutions for our Internal and External Transfers systems. Team Overview: As an Engineer IV in the Client Products and Services Portfolio, this exciting opportunity will be responsible for applying business and technical knowledge to enhance, modernize and provide quality solutions for our Internal and External Transfers systems.
Mental Health Associate - Family Support Specialist Lane County GovernmentMental Health Associate - Family Support SpecialistMental Health Building, ORAt least one year of work experience working directly with mentally or emotionally disturbed clients, and a combination of education, training and/or work experience in a behavioral sciences field that totals two additional years, plus the required competencies. A combination of at least three year's relevant work, education, training or experience, AND have the competencies necessary to a) communicate effectively, b) understand mental health assessment treatment and service terminology and to apply the concepts, and c) provide psychosocial skills development and to implement interventions prescribed on a treatment plan within their scope of practice, is qualifying.
Retail Sales Associate Goodwill Northern MichiganRetail Sales AssociateWilliamsburg, MIPerform all day-to-day operational functions of the store, such as running the register, writing sold tickets and receipts, stocking shelves and tables, selling merchandise, rotating goods, assisting customers and donors, and accepting donations. Perform cashier duties, including sales transactions, payments, refunds, asking customers for a donation with 'round up' of their purchase, and end of day register processing.
Senior Associate, Accounting Advisory Services KPMGSenior Associate, Accounting Advisory ServicesPhiladelphia, PAAssist with Securities Exchange Commission (SEC) regulatory filings for spin-offs, carve-outs, initial public offerings (IPO), debt offerings, and other acquisition filings for both domestic and cross-border transactions. Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition, and provide fresh-start accounting support to clients upon emergence from bankruptcy.
Registered Funds Mid-Level Associate Page Group USARegistered Funds Mid-Level AssociateNew York, NY$310,000–$390,000 / yearFull timeThe firm combines deep regulatory expertise with transactional strength, offers strong collaborative culture, invests in professional development, and provides meaningful pro bono opportunities alongside market-leading client work. Join a leading investment management practice as a mid-level associate focusing on 1940 Act registered funds and related matters.
Senior Associate, Oracle HCM KPMGSenior Associate, Oracle HCMDallas, TXExecute the day-to-day activities of HR transformation engagements including facilitating end-to-end process design workshops, implementing full engagement lifecycle support, assisting with the creation of project deliverables and overseeing project management or planning activities. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
Public Finance Associate StifelPublic Finance AssociateChicago, ILAssociates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business development process. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewRegistered Dietitian-Remote SummitRegistered Dietitian-RemoteElk Point, SDRemote$50,000–$55,000 / yearAs a registered dietitian, you will have the opportunity to provide nutritional expertise to field operation employees and clients associated with the company and provide nutritionally adequate, cost effective menus. Understands the nutritional requirements and the regulatory processes of the National School Lunch (NSLP) and Breakfast Programs (SBP) and plans juvenile menus based on nutritional requirements of the NSLP and SBP.
NewIP Patent Associate JobotIP Patent AssociateNew York, NY$250,000–$350,000 / yearOur work spans a wide range of industries, including technology, semiconductors, fintech, life sciences, healthcare, manufacturing, energy, media, and more—giving our attorneys exposure to cutting-edge developments and sophisticated clients. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCorporate Life Science Associate Attorney (2022-2024) Gables Search GroupCorporate Life Science Associate Attorney (2022-2024)New York, NY$250,000–$300,000T dynamic role as a mid-level corporate associate within its esteemed Life Sciences practice group, although they don't necessarily need to have Life Sciences experience if they are passionate about getting into it. This is a fantastic opportunity to engage in groundbreaking corporate transactions with high-growth companies in the life sciences, healthcare, and technology sectors across the US, Asia, and global markets.
Antitrust Associate Page Group USAAntitrust AssociateWashington, DC$260,000–$365,000 / yearFull timeThe firm operates at the intersection of government, technology, and business, delivering high-quality legal services while maintaining a strong commitment to excellence, collaboration, and client success across diverse global industries. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
Associate, M&A & Private Equity Page Group USAAssociate, M&A & Private EquityNew York, NY$235,000–$365,000 / yearFull timeKnown for its strength in M&A, private equity, and capital markets, the firm delivers innovative, business-focused solutions through a collaborative culture, a deep bench of talent, and an extensive international platform. Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc.
NewSenior Tax Associate JobotSenior Tax AssociateTallahassee, FL$70,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded in the mid-70s with a focus on helping clients solve problems, the firm has since grown into a full-service practice with multiple locations.
NewConstruction Litigation Associate - Albany, NY JobotConstruction Litigation Associate - Albany, NYAlbany, NY$135,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Mid-Level Litigation Associate JobotMid-Level Litigation AssociatePortland, OR$193,000–$245,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm.
Litigation Associate (Junior Level) JobotLitigation Associate (Junior Level)Roseland, NJ$120,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Their practice handles a diverse range of matters including class actions, commercial disputes, personal injury, and medical malpractice in both federal and state courts.
NewAssociate Attorney - Litigation JobotAssociate Attorney - LitigationSanta Ana, CA$130,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our Orange County team defends complex, high-exposure cases that actually go to trial, with associates taking on critical roles in the outcomes we deliver for clients.
NewInsurance Defense Associate Attorney-Partner Track! JobotInsurance Defense Associate Attorney-Partner Track!Garden City South, NY$90,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role requires a strong commitment to our clients, a deep understanding of the legal process, and an unwavering dedication to achieving the best possible outcomes.
Associate General Counsel JobotAssociate General CounselLos Angeles, CA$250,000–$325,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Their platform combines large-scale, permission-based consumer insights with advanced analytics to measure how advertising and digital experiences influence real customer decisions.
NewTravel Registered Respiratory Therapist (RRT) in Bismarck, ND AlliedTravelCareersTravel Registered Respiratory Therapist (RRT) in Bismarck, NDBismarck, NDSource=MedicalSolutions;SourceID=1098230; Status=Open;Client=CHI St Alexius Health Bismarck Medical Center; City=Bismarck; State=ND; Zip=58501-4520; Start=7/20/2026;End=10/19/2026;Duration=91;Cert=Respiratory Therapist; Specialty=RT 7085 Therapy; Unit=RT 7085 Therapy; Shift=12H Nights Nights - 3x12s, every third weekend, every third holiday;# of Postions=1;Guaranteed Hours=36 hours per week;Type=Travel;BillRate=93.00;OTRate=93; Entered On: 12/17/2023_x000D_ Cancellation Policy:3 shifts per contract_x000D_ Charting BSN License to Trauma Care Shift - 3x12s, every third weekend, every third holiday_x000D_ Required, BLS Certification, Certified Respiratory Tech (CRT) Verification, NRP (Neonatal Resuscitation Program), Registered Respiratory Therapist (RRT) Verification; url=; WinterPlanNeed=No;
NewTravel Registered Respiratory Therapist (RRT) in Waimea, HI AlliedTravelCareersTravel Registered Respiratory Therapist (RRT) in Waimea, HIWaimea, HIOTRules=By The Week, after 80, CallbackRate=125 (All Inclusive Rate + $10); HolidayRate=125 (All Inclusive Rate + $10); OnCallRateDescription=$4 per hour pager; Description=**TRAVELER MUST HAVE HAWAII RT LICENSES** *****PLEASE RESEARCH HOUSING BEFORE APPLYING FOR THIS ***This position works in the respiratory therapy unit of a hospital and exercises considerable independent clinical judgment in applying scientific knowledge and theory to practical respiratory care problems in accordance with physicians orders. 2. Participate in administering and initiating cardiopulmonary resuscitation as part of the resuscitation team which includes airway maintenance and/or establishment with an endotracheal tube, manual ventilation via mouth to mouth, ambu-bag and mask or bag to tube; perform arterial punctures for blood gas analysis; ventilate patients during transfer to Intensive Care Unit and initiate mechanical ventilation when indicated.
Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
Registered Client Associate RBCRegistered Client AssociateBainbridge Island, WAFull timeCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.
Registered Client Service Associate Apex Systems, Inc.Registered Client Service AssociateSeattle, WAFull timeAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Commercial Client Service Associate I-III WASHINGTON TRUST BANKCommercial Client Service Associate I-IIIKennewick, WAFull timeMay be responsible for quarterly construction loan reports, loan fee reports, commercial loan/residential real estate loan documents, appraisal ordering, timely collection of fees, and tracking past due property taxes. Knowledge of business unit's functional areas, such as documentation and processing requirements within Trust administration, corporate lending, commercial/residential real estate lending, or private banking.
Private Client Services Associate Attorney - Midlevel Perkins Coie LLPPrivate Client Services Associate Attorney - MidlevelSeattle, WAFull timeOur nationally recognized team of almost 40 attorneys has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with three to five years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group.
Client Relationship Associate - Wealth Advisory - Bellevue, WA CliftonLarsonAllen LLPClient Relationship Associate - Wealth Advisory - Bellevue, WABellevue, WA$55,000–$103,000 / yearFull timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor).
KPB Client Service Associate KeyBankKPB Client Service AssociateSeattle, WAFull timeJob SummaryThe Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Associate Private Client Advisor KeyBankAssociate Private Client AdvisorOlympia, WAFull timeFocusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Investment Associate - FINRA Registered KeyBankInvestment Associate - FINRA RegisteredSeattle, WAFull timePrimary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
Sales Support Associate III TapestrySales Support Associate IIITulalip, WA$16.66–$21.75 / hourFull timeOur Competencies for All EmployeesCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People ManagersStrategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Sales Support Associate II TapestrySales Support Associate IITulalip, WA$16.66–$21.75 / hourFull timeOur Competencies for All EmployeesCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People ManagersStrategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Associate Therapist Newport HealthcareAssociate TherapistKirkland, WAFull timeUnder the supervision of the designated Clinical Supervisor, the Associate Therapist, facilitates individual and group sessions with clients, as well as performs various clinical core functions. Attend Clinical New Hire Orientation, as well as various trainings, including clinical topics, Newport protocol-specific, and therapeutic modalities, as assigned by supervisor.
Environment, Energy & Resources - Associate Attorney - Midlevel Perkins Coie LLPEnvironment, Energy & Resources - Associate Attorney - MidlevelSeattle, WAFull timeMarket Design & RTO/ISOs: advise on complex electric market design issues within RTOs/ISOs (with a particular emphasis on PJM, MISO, SPP, ERCOT and CAISO), including capacity market mechanisms, large load and generator interconnection policies, and market participation. Power Transactions: negotiate sophisticated power purchase agreements and custom energy service agreements on behalf of developers, utilities and corporate buyers (including some of the world's largest technology companies and data center developers).
Environment, Energy & Resources - Associate Attorney - Senior Perkins Coie LLPEnvironment, Energy & Resources - Associate Attorney - SeniorSeattle, WAFull timeLead Data Center Power Transactions: Take the first chair in drafting and negotiating bespoke power purchase agreements, energy service agreements, and complex interconnection arrangements on behalf of developers, utilities and corporate buyers (including some of the world's largest technology companies and data center developers). Market Design & RTO/ISOs: provide strategic advice on complex electric market design issues within RTOs/ISOs (with a particular emphasis on PJM, MISO, SPP, ERCOT and CAISO), including capacity market mechanisms, large load and generator interconnection policies, and market participation.
Registered Client Associate/Client Associate Royal Bank of CanadaRegistered Client Associate/Client AssociateWestminster, MD$40,000–$66,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Registered Client Associate D.A. Davidson & Co.Registered Client AssociateLexington, SCSuccessful completion of the SIE Securities Industry Essentials and FINRA General Securities Representative Series 7 Exam and Uniform Securities State Law Exam Series 66 or Series 63, or the ability to obtain licensing is required. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client FA branch and company information.
Registered Client Associate, (Client Experience & Marketing) UBS Group AGRegistered Client Associate, (Client Experience & Marketing)Philadelphia, PARequired • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree. Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.