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Registered Client Associate Jobs in Ohio

8 jobs

DescriptionCurrently hiring for a full time (37.5 hours) Client Associate in Bath, OH. 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 ...
DescriptionThe 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. Fully ...
DescriptionCurrently hiring for a full time (37.5 hours) Client Associate in Chagrin, OH. 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 wi...
DescriptionCurrently hiring for a full time (37.5 hours) Client Associate in Cleveland, OH. The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). This role is specific to PBIG and the CA who support Private Wealth Advisors. Incumbents may also on a regular basis support office initiatives, in a...
Description Responsible for performing delegated supervisory functions for the assigned region. Provide sales supervision support to Region Sales Manager (RM), Financial Advisor (FA), and Registered Client Associates (RCAs) on a delegated basis. Works closely with regional partners, RM, Region Administration Manager (RAM) and Central Principal (CP) on the assigned region’s adherence to FINRA, SEC...
Responsible for performing delegated supervisory functions for the assigned region. Provide sales supervision support to Region Sales Manager (RM), Financial Advisor (FA), and Registered Client Associates (RCAs) on a delegated basis. Works closely with regional partners, RM, Region Administration Manager (RAM) and Central Principal (CP) on the assigned region’s adherence to FINRA, SEC, MSRB, OCC, ...
Description Directly manages a group of non-exempt USBI Registered and Non Registered Client Associates including performance management activities and hiring, providing coaching and discipline where appropriate. Manage and monitor the daily activities and work flow of the Client Associates and work to allocate capacity or volume related items within their team. Support the regional administrati...
Directly manages a group of non-exempt USBI Registered and Non Registered Client Associates including performance management activities and hiring, providing coaching and discipline where appropriate. Manage and monitor the daily activities and work flow of the Client Associates and work to allocate capacity or volume related items within their team. Support the regional administration tasks in p...