Find Employment In California
Search Results for Registered Client Associate
- Registered Client Associate
- Tennison Group - Los Angeles, California
- Accounting / Finance
- Position Description: A global investment firm seeks a Registered Client Associate for their team of Financial Advisors. Position is responsible for all aspects of client servicingwhich includes heavy interaction with, and problem solving and strategizing forhigh net worth prospects, clients and intermediaries. Position provides analytical and support functions related to managing the investment process such as portfolio analysis, account creation, maintenance and reconciliation, trading, financial reporting, and special projects. The Registered Client Associate plays a key role in identifying (see more)
- Registered Client Associate - Pleasanton, CA
- BOA - California
- 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 FA's. (see more)
- Registered Client Associate - San Francisco, CA
- Bank of America Corp. - San Francisco, California
- Banking / Mortgage
- Title: Registered Client Associate - San Francisco, CALocation: US-CA-San FranciscoOther 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 (see more)
- Registered Client Associate - San Jose, CA
- Bank of America Corp. - Silicon Valley/San Jose, California
- Banking / Mortgage
- Title: Registered Client Associate - San Jose, CALocation: US-CA-San JoseOther 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 - Stockton, CA
- Bank of America Corp. - Central Valley, California
- Banking / Mortgage
- Title: Registered Client Associate - Stockton, CALocation: US-CA-StocktonOther 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 - Pleasanton, CA
- Bank of America Corp. - Oakland/East Bay, California
- Banking / Mortgage
- Title: Registered Client Associate - Pleasanton, CALocation: US-CA-PleasantonOther 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 (San Diego, CA) - Bilingual/Span
- Bank of America Corp. - San Diego, California
- Banking / Mortgage
- Title: Registered Client Associate (San Diego, CA) - Bilingual/Spanish RequiredLocation: US-CA-San DiegoOther 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, (see more)
- Registered Client Associate - Newport Beach, CA
- Bank of America Corp. - Anaheim/Huntington Beach, California
- Banking / Mortgage
- Title: Registered Client Associate - Newport Beach, CALocation: US-CA-Newport 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 (see more)
- Registered Client Associate - Encino, CA
- Bank of America Corp. - Long Beach, California
- Banking / Mortgage
- Title: Registered Client Associate - Encino, CALocation: US-CA-EncinoOther 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 - PBIG- Los Angeles, CA
- Bank of America Corp. - Long Beach, California
- Banking / Mortgage
- Title: Registered Client Associate - PBIG- Los Angeles, CALocation: US-CA-Los AngelesOther 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)
* The accuracy of search results can be improved by using quote marks around phrases.







