Client Associate - 3,527+ job offers

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We suppor

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) colleagues with service and operational r

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial Advisor(s) colleagues with service and operational r

JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ROLES AND RESPONSIBILITIES Instill an approachable and efficient sales and service

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Profit Formula Financial Advisor(s) colleagues with service an

Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account servic

*Who We Are** Nava is on a mission to #fixhealthcare. Nearly 160M Americans rely on their employers for healthcare — yet the system is broken, bloated, and dominated by incumbents who resist change. Nava fuses deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and

Your role We’re looking for a Client Associate -Part-Time to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new a

*ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:** Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associates. Essential job responsibility examples Interact expertly and timely in support of Commercia

**Registered Client Associate (preferred)** *General Job Description** The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient w

Job Description What is the opportunity? This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you’ll be more th

The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. *Position Accountabilities** Serve as primary contact for clients. Handles or refers client questions and complaints to the appropriate advisor. Performs account adminis

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 the career areas and business divisions at wellsfargojobs.com. In this role, you will: Assist Profit Formula (PF)Financial Advisor(s) with sales

*Company Description** McCauley Financial, LLC is dedicated to supporting the financial well-being of its clients through integrity, superior service, and tailored financial solutions. The firm emphasizes communication, innovation, and a commitment to assisting clients in achieving their financial o

Overview Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global mar

Job Description What 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. U

*Registered Wealth Management Client Associate** *Location:** Akron, OH *Employment Type:** Full-Time *Licensing Required:** Series 7 & 66 (or 63/65) *About the Role** We’re seeking a **Registered Wealth Management Client Associate** to support a high-performing advisory team in Akron. This role

Client Engagement Associate SunIP’s industry-leading patent translation, foreign filing, patent and trademark renewals, and annuity solutions empower intellectual property professionals to seamlessly protect innovation around the globe. The role of a Client Engagement Associate works alongside the s

We are seeking a motivated and enthusiastic Client Associate to join our dynamic team. This entry-level role is perfect for individuals looking to launch a career in event marketing, client services, and experiential marketing. In this position, you will support client relationships, assist with mar

Company Description Dinamic AS Group is a growing organization dedicated to delivering efficient project management solutions and operational excellence across a variety of industries. Our team values collaboration, precision, and innovation, creating an environment where professionals can contribut