Top 15 Registered client associate Jobs in Lake Worth Fl

Registered Client Service Associate
Morgan Stanley —West Palm Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
7d
Registered Wealth Management Client Associate
Bank of America —West Palm Beach, FL
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
10d
Rep., Client Services (CPD)
Office Depot —Boca Raton, FL
- $15.20 - $25.84 an hour
- Full-time
- Office
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Health savings account
Registered Client Service Associate
Ameriprise Financial —Palm Beach Gardens, FL
- Full-time
- Research
- Mid-level
- Office
- Work from home
12d
Registered Client Service Associate
Stifel —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Associate Wealth Advisor
Perigon Wealth Management —Boca Raton, FL
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Dental insurance
- Vision insurance
Registered PCA PCG - Boca Raton. FL
Janney Montgomery Scott LLC —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
3d
ASSOCIATE DIRECTOR, WEALTH STRATEGY
CCM ADMINISTRATIVE SERVICES LLC —West Palm Beach, FL
- $100,000 - $120,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
Wealth Advisor
Sequoia Financial Group Llc —Boca Raton, FL
- Full-time
- CPA
- 5 years
- Mid-level
Quick Apply
Senior Registered Client Service Associate (Boca Raton, FL)
Raymond James Financial, Inc. —Boca Raton, FL
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Delray Beach, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account

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Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…
Senior Registered Client Service Associate (Boca Raton, FL)
Raymond James Financial, Inc. —Boca Raton, FL
Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.

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Registered Client Service Associate

Morgan Stanley -
West Palm Beach, FL

Apply Now

Job Details

Full-time
7 days ago

Qualifications

Website maintenance
Managing customer accounts
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds
Client services

Full Job Description

Registered Client Service Associate

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT:

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client associate jobs in lake worth fl

Registered Client Service Associate

Registered Wealth Management Client Associate

Rep., Client Services (CPD)

Registered Client Service Associate

Registered Client Service Associate

Associate Wealth Advisor

Registered PCA PCG - Boca Raton. FL

ASSOCIATE DIRECTOR, WEALTH STRATEGY

Wealth Advisor

Senior Registered Client Service Associate (Boca Raton, FL)

Financial Advisor - PNC Wealth Management

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