Top 5 Registered client associate Jobs in Georgetown Tx

Registered Client Service Associate
Ameriprise Financial —Georgetown, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Client Service & Operations Associate P/T and F/T Opportunity
WWS FINANCIAL LLC —Austin, TX
- $45,000 - $65,000 a year
- Part-time
- Mid-level
- Marketing
- Paid time off
Quick Apply
1d
Financial Planning and Tax Associate
Palisades Hudson Financial Group LLC —Austin, TX
- $75,000 - $90,000 a year
- Full-time
- CPA
- Bachelor of Science
- Research
- Profit sharing
Quick Apply
Fast Track Insurance Partner
New York Life - Austin, TX —Austin, TX
- $150,000 - $180,000 a year
- Full-time
- Spanish
- Office
- Entry level
- Disability insurance
- Health insurance
Quick Apply
5d

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Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Austin, TX
Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation orCFA®…
$110,000 - $160,000 a year
8d
Wealth Management Trainee (TX)
Bankers Life —Austin, TX
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Complete required CE training to ensure license(s) are in good standing. Continually develop yourself to grow personally and professionally.
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In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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Registered Client Service Associate

Ameriprise Financial -
Georgetown, TX

Apply Now

Job Details

Full-time

Qualifications

Customer relationship building
Research
Managing clients in a customer support role
Math
Data interpretation
Computer skills

Full Job Description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

The Registered Client Service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.

Key Responsibilities:

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Required Qualifications:

Bachelor’s degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.

Preferred Qualifications:

State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AFIG Ameriprise Financial Institutions Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

registered client associate jobs in georgetown tx

Registered Client Service Associate

Client Service & Operations Associate P/T and F/T Opportunity

Financial Planning and Tax Associate

Fast Track Insurance Partner

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