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10 Client Account Documentation jobs

Showing 1–10 of 10 jobs

S

Redlands, California, US (On-site)

$50–59K / year

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

2 days ago

S

Chicago, Illinois, US (On-site)

$41.9–62.7K / year

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

2 days ago

S

Vero Beach, Florida, US (On-site)

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

2 days ago

BF

Leawood, Kansas, US (On-site)

Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of…

5 days ago

0R

Client Associate

0000050599 RBC Dominion Securities Inc.

Lancaster, Pennsylvania, US (On-site)

Job Description What is the opportunity?

2 days ago

EW

Palm Beach Gardens, Florida, US (Hybrid)

$24.00 – $35.00 / hour

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals.

5 days ago

0R

Registered Client Associate

0000050599 RBC Dominion Securities Inc.

Portland, Oregon, US (On-site)

$45–70K / year

Job Description What is the opportunity?

5 days ago

EF

Client Service Associate

Edelman Financial Engines, LLC

Chesterfield, Missouri, US (On-site)

$50–65.2K / year

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

1 wk. ago

LF

Client Service Associate

LE0099 Focus Operating, LLC

Scottsdale, Arizona, US (On-site)

$60–65K / year

Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team!

5 days ago

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