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Client associate • usa

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Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCSan Jose, California, US
[job_card.full_time]

The candidate selected for this role may be eligible for a signing bonus.Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial adviso...[internal_linking.show_more]

Client Services Associate

TradeJobsWorkforce95151 San Jose, CA, US
[job_card.full_time]

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...[internal_linking.show_more]

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Client Associate/Registered Client Associate

RBCRapid City, SD, 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 Associate

ROCKEFELLER CAPITAL MANAGEMENTCharlotte, NC, United States
[job_card.full_time]

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...[internal_linking.show_more]

Client Associate

JobotLos Angeles, California, US
[job_card.full_time]

Client Associate – Wealth Management for Professional Athletes This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.S...[internal_linking.show_more]

Client Associate

Brown Brothers HarrimanBoston, MA, United States
[job_card.full_time]

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...[internal_linking.show_more]

Client Associate/Registered Client Associate

Royal Bank of Canada>Palm Desert, 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]

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 Associate

Dow JonesNew York, NY
[job_card.full_time]

Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...[internal_linking.show_more]

Client Associate

WELLS FARGO BANKONEONTA, New York, United States of America
[job_card.full_time]

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[internal_linking.show_more]

Client Associate

AplinUS
[job_card.permanent]
[filters_job_card.quick_apply]

Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan ChaseTampa, FL, United States
[job_card.full_time]

Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan Chase & Co.Tampa, FL, United States
[job_card.full_time]

Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Services.Be part of a global organizatio...[internal_linking.show_more]

Client Associate

GallagherBaton Rouge, Louisiana
[job_card.full_time]

At Gallagher, we’re united by a commitment to doing things the right way—The Gallagher Way.As a Client Associate, you’ll play a key role in supporting our clients and internal teams.You’ll help ens...[internal_linking.show_more]

Client Associate

D.A. DavidsonCarlsbad, CA, United States
[job_card.full_time]

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch.In this team-critical role, yo...[internal_linking.show_more]

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
[job_card.full_time]

The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...[internal_linking.show_more]

Client Associate

Neuberger BermanNew York, NY, United States
[job_card.full_time]

Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...[internal_linking.show_more]

Associate Client Advocate

Willis Towers WatsonMinneapolis, MN, United States
[job_card.full_time]

The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations.This role involves both client-facing responsibil...[internal_linking.show_more]

Client Service Associate

Axelon Services CorporationNew York, NY, US
[job_card.full_time]

Job Title: Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented prof...[internal_linking.show_more]

 • [job_card.promoted]
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCSan Jose, California, US
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  • [job_card.full_time]
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Job Description

The candidate selected for this role may be eligible for a signing bonus.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 ability to obtain within 12 months
  • Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
  • 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
The expected salary range for the Client Associate position is $45,000 - $75,000 and the Registered Client Associate position is $55,000 - $90,000, depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.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 value
#LI-SM3#WMUSJob SkillsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details

Address:

99 ALMADEN BOULEVARD:SAN JOSE

City:

San Jose

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-15

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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