Registered Client Associate Jobs in Virginia

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192 Virginia Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 192
Company Confidential McLean, VA, 22102
A growing Northern Virginia-based independently owned, SEC registered investment advisory firm is looking for a Client Servicing and Portfolio Associate to support the Client Service, Operations, and Investment teams. The candidate will assist in preparing for client meetings, assist with trading and research, and manage the firm’s portfolio accounting system/CRM system (Advent and Junxure). The c...
Bank of America Corporation Alexandria, VA, 22313
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 ...
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...
POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posse...
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...
Job Title: PCG Registered Client Assoc Job ID Number: 5052904 Schedule Type: Reg-Time Work Hours: 40 Location: Richmond,VA Qualifications: Series 66 or equivalent strongly preferred 2+ years of brokerage related business experience 2+ years of Client Associate experience supporting a Financial Advisor or FA team is strongly preferred Experience supporting brokerage based administrative ...
Job Title: WBS Registered Client Assoc Job ID Number: 5048145 Schedule Type: Reg-Time Work Hours: 40 Location: Richmond,VA Qualifications: Local market knowledge preferred. Prior experience as a Client Associate preferred. Experience directly supporting a financial advisor or team of financial advisors. Experience leveraging Smart Station or comparable investment service request related...
UBS AG Norfolk, VA
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 AG Vienna, VA
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...
Job Summary 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 servi...
UBS Financial Services Norfolk, VA, 23510
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 Richmond, VA, 23234
Job Summary 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 servi...
UBS Financial Services Vienna, VA, 22181
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 Registered 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. Speci...
Bright Horizons L.P Mclean, VA
Registered Associate Job Number:: 3036064 Posting Date: Oct 8, 2014 Primary Location: Americas-United States of America-Virginia-Mclean Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact including resp...
ZipRealty provides registered leads, technology, innovation and unbeatable online exposure! We currently have more LEADS than AGENTS, so we are actively seeking real estate agents to fill these positions. Experienced agents can supplement their sphere of influence immediately and if you are interested in getting into the business, Zip has the training, technology and leads to get you productive q...
Bon Secours Health System, Inc Norfolk, VA, 23510
BSHSI POSITION SUMMARY Provides medical case management services with minimal supervision. Accepts case management referrals; maintains assigned caseload (125-150). Assesses patients healthcare needs and identifies community resources. Promotes and coordinates optimum healthcare services, with cost effective solutions. The Patient Care Navigator works predominantly within Practice Groups to deal w...
Bon Secours Health System, Inc Norfolk, VA, 23510
BSHSI POSITION SUMMARY Provides medical case management services with minimal supervision. Accepts case management referrals; maintains assigned caseload (125-150). Assesses patients healthcare needs and identifies community resources. Promotes and coordinates optimum healthcare services, with cost effective solutions. The Patient Care Navigator works predominantly within Practice Groups to deal w...
Dillard's, Inc. ranks among the nation's largest fashion apparel and home furnishings retailers with annual sales exceeding $5 billion. The Company focuses on delivering maximum value to its shoppers, with fairly priced merchandise complemented by exceptional customer service. Dillard's stores offer a broad selection of merchandise, including products sourced and marketed under Dillard's private-b...

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Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in Virginia
(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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