Registered Client Associate Jobs in South Carolina

95 jobs

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. Fully registered ...

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. Fully registered ...

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. Fully registered ...

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. Fully registered ...

Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Recognize and meet the needs of clients by assisting with sales of investment products to properly qualified investment clients. 2. Schedule appointments of ...

33977BR Registered Client Service Associate I Scott & Stringfellow Group Mount Pleasant, SC - 945 Houston Northcutt English Part time Regular 1st shift 19 Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management Financial Advisors' schedules, contact management and order fl...

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. Fully registered ...

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. Fully registered ...

32080BR Non-Registered Client Service Associate Scott & Stringfellow Group Columbia, SC - 2422 Devine Street English Full time Regular 1st shift 40 To assist Financial Advisor(s) in an administrative capacity by handling all office related duties and responsibilities. Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other Duties ...

SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...

Your job, as a Client Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You support and ...

Dillard's, Inc. ranks among the nation's largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel, cosmetics and home selections complemented by exceptional customer care. Dillard’s stores offer a broad selection of merchandise and feature products from both national and exclusive brand sources. The Company operates almost...

Dillard's, Inc. ranks among the nation's largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel, cosmetics and home selections complemented by exceptional customer care. Dillard’s stores offer a broad selection of merchandise and feature products from both national and exclusive brand sources. The Company operates almost...

Dillard's, Inc. ranks among the nation's largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel, cosmetics and home selections complemented by exceptional customer care. Dillard’s stores offer a broad selection of merchandise and feature products from both national and exclusive brand sources. The Company operates almost...

Dillard's, Inc. ranks among the nation's largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel, cosmetics and home selections complemented by exceptional customer care. Dillard’s stores offer a broad selection of merchandise and feature products from both national and exclusive brand sources. The Company operates almost...

Dillard's, Inc. ranks among the nation's largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel, cosmetics and home selections complemented by exceptional customer care. Dillard’s stores offer a broad selection of merchandise and feature products from both national and exclusive brand sources. The Company operates almost...

RN / MANAGED CARE COORDINATOR Kelly Healthcare Resources (KHR) has an urgent need for an RN/Managed Care Coordinator to come and join our client located in Columbia, SC! As the RN/Managed Care Coordinator with a large health insurance provider, you will be responsible for reviewing and evaluating medical or behavior eligibilities regarding benefits and clinical criteria. You’ll successfully compl...

QUALITY IMPROVEMENT COORDINATOR Kelly Services has a unique opportunity available for a Quality Improvement Coordinator to join our client located in Columbia, SC. So, if you’re ready to hit the ground running and be considered for this position, apply now! Overall Purpose of the Position: Monitors/implements quality improvement/management activities. Conducts specific medical reviews as necess...

Is It Time to Consider Something New? If you feel like you are moving too slowly along your career path and are inspired by the thought of helping people protect and enrich their lives, we can help you find your passion. With an average of 10,000 baby boomers reaching retirement age each day1, there has never been a better time to enter the financial services industry. Prudential is seeking pro...

Experienced Med/Surg & Telemetry Nurses needed on a Per Diem Basis in Columbia Requires an initial 6-weeks of block scheduling. Experience must have been within the last 6 months in these departments. We also have a new Client seeking Med/Surg Nurses for 12-hour shift work on a Per Diem Basis in Columbia. No block scheduling necessary for this one. Work when you want to work! Must have a mini...