Sentences with phrase «registered client service associate»

The average salary for a Registered Client Service Associate is $ 49,109 in Boston, MA.

Check out the latest Registered Client Service Associate Jobs or see Registered Client Service Associate Salaries at other companies.

Salaries estimates are based on 24 salaries submitted anonymously to Glassdoor by Registered Client Service Associate employees in Boston, MA.

Since research is a vital part of a registered client service associate's work, s / he is often involved in intense research activities aimed to bring about market trend information and assist various departments in handling their marketing, communications and sales activities.

On a broader scale, a registered client service associate performs some or all of the following duties:

Not exact matches

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

If working as a registered client associate is what you want to do as a career, you may want to look at the resume sample below that is sure to get you into a financial services company.

Pier One Imports (City, ST) 03/2008 — 09/2009 Sales Associate • Oversee the sale and in - store marketing of various home products ensuring profitable and professional operations • Provide exceptional customer service resulting in repeat business, client loyalty, and referrals • Responsible for cash register operation, Pier One credit cards, merchandise orders, and inventory management • Perform building maintenance ensuring a clean and appealing environment for customers • Manage communication with customers and partners stores for product tracking purposes

Dollar Tree (Auburn, NY) 11/2005 — 2/2006 Sales Associate / Cashier • Oversaw store sales and cash register operation ensuring correct daily totals • Assisted mangers with advertising materials and product placement • Managed stockroom including current inventory and new product orders • Provided excellent customer service resulting in client satisfaction and repeat business

Professional Experience Access Financial Group (Chicago, IL) Client Relations Consultant / Marketing Manager 2005 — Present Discover Financial Services, Inc. (Riverwoods, IL) Senior Associate — Business Development / Acquisition 1999 — 2005 Morgan Stanley (Riverwoods, IL) Senior Registered Sales Assistant 1998 — 1999 Hewitt Associates, L.L.C. (Lincolnshire, IL) Retirement Consultant 1997 — 1998 Access Financial Group — Interment Trust Service (Chicago, IL) Senior Sales Associate & Creative / Production Coordinator 1994 — 1997