Talent.com

Client associate h1.location_city

[job_alerts.create_a_job]

Client associate • usa

[last_updated.last_updated_variable_hours]

Client Associate/Registered Client Associate

RBCSaint Louis, MO, 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

JobotPasadena, 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 Solutions - Client Onboarding Associate

ChaseTempe, AZ, 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 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

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 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 Service Associate

GrahamPhiladelphia, PA
[job_card.full_time] +1
[filters_job_card.quick_apply]

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[internal_linking.show_more]

Client Associate

GallagherMidvale, Utah
[job_card.full_time]

As the Client Service Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced ...[internal_linking.show_more]

Client Solutions - Client Onboarding Associate

JPMorgan ChaseCharlotte, NC, 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 Associate

D.A. DavidsonOmaha, NE, 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 Omaha, NE branch.In this critical role, you will w...[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/Registered Client Associate

Royal Bank of CanadaPalm Desert, 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

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]

 • [job_card.new]

Client Services Associate

TradeJobsWorkforce12288 Albany, NY, 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]

 • [job_card.promoted]

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCFarmington, Connecticut, 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>Mount Laurel Township, 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

ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, 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 Solutions - Client Onboarding Associate

JPMorgan Chase Bank, N.A.Tampa, FL, US
[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/Registered Client Associate

Client Associate/Registered Client Associate

RBCSaint Louis, MO, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 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