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Client associate • concord ca

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Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWalnut Creek, California, US
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of Canada>Walnut Creek, United States of America
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

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GallagherWalnut Creek, California
[job_card.full_time]

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Associate Client Service Manager

Arthur J Gallagher & CoWalnut Creek, CA, United States
[job_card.full_time]

Associate Client Service Manager.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be ba...[internal_linking.show_more]

Client Service Coordinator

Banfield Pet HospitalWalnut Creek, CA, US
[job_card.full_time]

Our Client Service Coordinators have the critical and demanding role of often being the first and the last friendly, welcoming and professional representatives of our practice.This can include, but...[internal_linking.show_more]

Client Experience Associate

PNC Bank NAWalnut Creek , CA
[job_card.full_time]

Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet.Processes a variety of customer interactions.Educates cus...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of CanadaWalnut Creek, CA, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Manager

US012 Marsh & McLennan Agency LLCTreat,Walnut Creek
[job_card.full_time]

The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, a...[internal_linking.show_more]

Client Executive

EPIC BrokersConcord, CA, United States
[job_card.full_time]

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled and driven by capable, committed people who share common...[internal_linking.show_more]

Client Manager

Mercer FranceWalnut Creek, CA, United States
[job_card.full_time]

The Client Manager II applies experience and critical thinking skills to anticipate client needs.The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternati...[internal_linking.show_more]

Client Manager

Marsh & McLennanWalnut Creek, CA, United States
[job_card.full_time]

The Client Manager II applies experience and critical thinking skills to anticipate client needs.The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternati...[internal_linking.show_more]

Client Associate/Registered Client Associate

RBCWalnut Creek, CA, United States
[job_card.full_time]

Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]

Client Service/Technical Assistant

Coleman Information Technology GrouPleasant Hill, CA, US
[job_card.full_time]

Coleman Information Technology Group, Inc.Client Service/Technical Assistant team member with competent to proficient IT skills to join our team.This is a unique opportunity for the right person to...[internal_linking.show_more]

Advisor Development Program Client Associate

Bank of AmericaWalnut Creek, CA, United States
[job_card.full_time]

Advisor Development Program Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...[internal_linking.show_more]

Remote Client Solutions Associate Entry Level

PHX Legacy IncConcord, CA, US
[filters.remote]
[job_card.full_time] +1

Client Solutions Associate (Entry-Level, Remote).Remote | Full-time or Part-time | No experience needed.We’re looking for people who enjoy working with others and want to grow.Associate, you’ll hel...[internal_linking.show_more]

Client Manager

Oliver Wyman, LLCWalnut Creek, CA, United States
[job_card.full_time]

The Client Manager II applies experience and critical thinking skills to anticipate client needs.The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternati...[internal_linking.show_more]

Client Service Associate, Shared Support Team

Edelman Financial EnginesWalnut Creek, CA, United States
[job_card.full_time]

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...[internal_linking.show_more]

Client Service Manager

Heffernan Insurance BrokersWalnut Creek, CA, United States
[job_card.full_time]

Job Category: Financial Services Requisition Number: CLIEN001653.The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division's clients ...[internal_linking.show_more]

Client Manager - Major Market

NewfrontWalnut Creek, CA, United States
[job_card.full_time]

Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.The Total Rewards Client Manager is responsible for assisting Newfront em...[internal_linking.show_more]

Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWalnut Creek, California, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

What is the opportunity?Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
  • Maintain confidentiality in accordance with RBC’s Code of Conduct.
What do you need to succeed?Must-have
  • Bachelor’s degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
  • Current FINRA registrations
  • Financial services experience
What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business
What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business
The good-faith expected salary range for the Client Associate role is $45,000 - $75,000 and the Registered Client Associate role is $55,000 - $90,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. To be considered Registered, you must have hold the Series 7 and 66 or 63/65.This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:* Drives RBC’s high performance culture* Enables collective achievement of our strategic goals* Generates sustainable shareholder returns and above market shareholder valueJob SkillsAdditional Job Details

Address:

1331 NORTH CALIFORNIA BOULEVARD:WALNUT CREEK

City:

Walnut Creek

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-23

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.