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Search Results for Registered Client Associate
- Registered Client Associate - Vero Beach, FL
- Bank of America Corp. - Melbourne, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Vero Beach, FLLocation: US-FL-Vero BeachOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Registered Client Associate - Weston, FL
- Bank of America Corp. - Ft. Lauderdale, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Weston, FLLocation: US-FL-WestonOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- BD Registered Client Associate - Boca Raton, FL
- Bank of America Corp. - West Palm Beach, Florida
- Banking / Mortgage
- Title: BD Registered Client Associate - Boca Raton, FLLocation: US-FL-Boca RatonOther Locations: 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. Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, (see more)
- Registered Client Associate - St. Petersburg, FL
- Bank of America Corp. - St. Petersburg, Florida
- Banking / Mortgage
- Title: Registered Client Associate - St. Petersburg, FLLocation: US-FL-Saint PetersburgOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, (see more)
- Registered Client Associate (Miami, FL) - Bilingual/Portugue
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate (Miami, FL) - Bilingual/Portuguese RequiredLocation: US-FL-MiamiOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
- Registered Client Associate - Miami, FL - Bilingual / Portug
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Miami, FL - Bilingual / Portuguese RequiredLocation: US-FL-MiamiOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
- Registered Client Associate - Orlando, FL
- Bank of America Corp. - Orlando, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Orlando, FLLocation: US-FL-OrlandoOther Locations: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.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- BD Registered Client Associate - Boca Raton, FL
- BOA - Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: 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 (see more)
- Registered Client Service Associate
- Confidential - Miami, Florida
- Accounting / Finance
- Company Overview Leading local Broker Dealer seeking experienced support candidates for our Investment team. Job Description: Assist Financial Advisors in all phases of financial services while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. Duties include: Facilitate trades in Financial Advisor's absence. Perform general clerical duties, such as handling the telephones, filing. Address and resolve client inquiries. Exposure to all Investment product areas. Prepare and maintain performance data for accounts. Job Requirements: Series 7 (see more)
- Registered Client Service Associate
- Stifel, Nicolaus & Co., Inc. - Florida
- Other / Miscellaneous
- SUMMARY OF RESPONSIBILITIES Under general supervision, assists Financial Advisor with the maintenance of customers accounts and performs a wide variety of administrative support duties. Receives and enters trade information. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides quotes and other information to assist customers. Provides reports and other information to Financial Advisor as needed. Responds to customer inquiries; research questions; resolve problems. Writes and (see more)
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