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Registered Client Associate Jobs in Virginia

314 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 ...

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. Full...

Essential Duties and Responsibilities: The 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. Properly record transactions and inquiries and see that client files and confirmations are complete, current, and maintained in a manner that conforms to ...

37418BR Non-Registered Client Service Associate Scott & Stringfellow Group Bedford, VA - 1 Cedar Hill Court 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 m...

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...

29096BR Registered Client Service Associate I Scott & Stringfellow Group McLean, VA - 8200 Greensboro Drive English Full time Regular 1st shift 40 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 flow. Cont...

32292BR Non-Registered Client Service Associate Scott & Stringfellow Group Charlottesville, VA - 310 4th Street NE English Part 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 D...

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...

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...

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 ...

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. Full...

UBS is the world's largest wealth manager. The Yun Group is a DC/MD/VA based team at UBS in Tysons Corner, VA serving and advising select high net worth clients in asset management, financial planning, banking, risk management and estate and trust services. The Business Development Associate will primarily help our team create and implement and oversee marketing and growth strategies for new clien...

UBS is the world's largest wealth manager. The Yun Group is a DC/MD/VA based team at UBS in Tysons Corner, VA serving and advising select high net worth clients in asset management, financial planning, banking, risk management and estate and trust services. The Business Development Associate will primarily help our team create and implement and oversee marketing and growth strategies for new clien...

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...

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...

Business Overview The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM analyzes the...

Business Overview The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM analyzes the...

Description Business Overview The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM...

Description Business Overview The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM...

Headway Corporate Resources is screening applicants on behalf of Ferguson Enterprises for career Corporate Client Service positions. Hours 9:00 a.m. - 6:00 p.m. Monday - Friday Responsibilities: - Pleasantly answer incoming calls from distributors and assist with orders - Complete customer job quotes - Handle and complete customer returns - Check stock and place orders for customers - Track...