Registered Client Associate Jobs in Texas

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1000+ Texas Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 1114
City: San Antonio Address: 303 Pearl Parkway, Suite 380 Work Hours/Week: 40 Work Environment: Regional Office Employment Type: Regular - U.S. Pay Type: Salaried Exempt/Non-Exempt: Non-Exempt % Travel Required: 0 People Manager: No Job Posting End Date: 12/20/2014 PURPOSE Provides administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Suc...
Motivated and self-directed individual who can help conduct efficient operations of a fast-paced, growing Wealth Management Firm. The Client Service Specialist works directly with clients to provide service and enhance relationships. It requires a thorough, detail-oriented individual who takes ownership of office operations and administrative duties. The successful candidate is: Series 7 registere...
Your job, as a Client Service 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 per...
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 ...
Bank of America Corporation Austin, TX, 78719
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 ...
Bank of America Corporation Tyler, TX, 75701
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 ...
Marten Transport San Antonio, TX
**Description:** 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. ...
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 ...
Bank of America Austin, TX
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 ...
Bank of America Tyler, TX
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 ...
Bank of America The Woodlands, TX
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 ...
Bank of America San Antonio, TX
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 ...
CLIENT SERVICES SPECIALIST The Client Services Specialist provides quality Child Care program services including eligibility, case management, parent assistance and child placement to adults and/or youth meeting Child Care program eligibility criteria. To perform this job successfully, the Client Service Specialist must be able to perform each duty, outlined below, satisfactorily. Bachelor's degr...
Job Title: WBS Sr Registered Client Assoc Job ID Number: 5065181 Schedule Type: Reg-Time Work Hours: 40 Location: Fort Worth,TX Qualifications: Assists financial consultants and financial advisors by providing sales and servicing support. Utilizes past experience as a registered brokerage associate to anticipate and proactively seek resolutions to client problems. Demonstrates seasoned ...
TalenTrust Houston, TX
Job Description: Job Title: Client Services Associate (series 7 required) Reports To: Manager of Operations and Compliance Location: Boulder, CO TalenTrust ID number: 2014-2124 Apply directly at www.TalenTrust.com - click the Opportunities tab COMPANY OVERVIEW Crestone Capital Advisors LLC (Crestone) is an independently owned, entrepreneurial wealth management firm in Boulder, Colorado. Cre...
Your job, as a Client Service 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 per...
Your job, as a Client Service 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 perf...
UBS Financial Services Austin, TX, 78719
Your job, as a Client Service 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 perf...
UBS Financial Services Houston, TX, 77020
Your job, as a Client Service 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 perf...
UBS Financial Services Austin, TX, 78719
Your job, as a Team Marketing Associate, is to enhance the client experience by providing marketing and administrative support to Financial Advisors. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). In addition, you work on special projects that typically are looking 1- 3 months...

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Sales Career Tools

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Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Texas
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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