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Client associate Jobs in Phoenix, AZ

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Client associate • phoenix az

Last updated: 16 hours ago

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCPhoenix, Arizona, US
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... Show more

Client Service Associate, Consulting

GuidepointPhoenix, AZ, United States
$55,000.00 yearly
Full-time

Client Service Associate, Consulting.Phoenix, Arizona, United States.Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed busin... Show more

Client Servicing Development Associate

Northern TrustTempe, AZ, United States
$43,200.00 yearly
Full-time

Jumpstart Program At Northern Trust.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Tr... Show more

 • New!

Client Associate/Registered Client Associate

Royal Bank of CanadaPhoenix, AZ, United States
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... Show more

Client Support Associate - REMOTE

PDS Inc, LLCPhoenix, AZ, US
Remote
Full-time
Quick Apply

Client Support Associate .Identify, manage, escalate, and resolve technical issues in a Service Desk/Call Center environment.Troubleshoot all information technology issues, including software,... Show more

Wealth Management Client Associate

Bank of AmericaPhoenix, AZ, United States
Full-time

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more

Institutional Client Specialist, Associate/AVP - Arizona

Morgan StanleyTempe, AZ, United States
$70,000.00–$115,000.00 yearly
Full-time

Institutional Client Specialist.Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for instituti... Show more

Client Service Associate, Wealth Management

5H4 Hub Southwest, a Division of Hub International Insurance Services Inc.Scottsdale, AZ
Full-time

The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services.This entry-level po... Show more

Client Associate/Registered Client Associate

Royal Bank of Canada>Phoenix, United States of America
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... Show more

Client Services Associate

HellosunshinetravelsPhoenix, AZ, United States
Remote
Full-time
Quick Apply

Client Services Associate (Remote).Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional s... Show more

Client Service Associate

J.P. MorganTempe, Arizona, US
Full-time

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas... Show more

Client Service Associate

JPMorgan ChaseTempe, AZ, United States
Full-time

Step into the role of a Client Service Associate and become an integral part of our clients' success stories.As the primary point of contact, you'll build strong relationships with high-level execu... Show more

 • New!

Virtual Client Support Associate

AO Globe LifePhoenix, AZ, US
Full-time
Quick Apply

Want a career that rewards hard work with real results?.We offer an opportunity for motivated individuals to grow, lead, and succeed in a flexible, work-from-anywhere environment.This role involves... Show more

Client Partner

Marsh & McLennanPhoenix, AZ, United States
$111,600.00 yearly
Full-time

We are seeking a talented individual to join our Digital team at Mercer.Mercer's HR Digital Transformation practice is a certified multiple platform technology implementation partner, including Wor... Show more

Client Service Associate

Jackson Hewitt - 1358Phoenix, AZ, US
$14.00 hourly
Full-time

We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t... Show more

Client Service Associate

Heffernan Insurance BrokersPhoenix, Arizona, US
Full-time
Quick Apply

The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients.This individual helps prepa... Show more

Associate, Client Management (July Start)

Coleman ResearchPhoenix, AZ, United States
Full-time

Associate, Client Management (July Start).At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts.VISASQ/COLEMAN is a par... Show more

Client Relationship Associate

VanguardScottsdale, Arizona, US
Full-time

At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for ... Show more

Client Service Senior Associate

ChaseTempe, AZ, United States
Full-time

Client Service Senior Associate.Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use... Show more

Senior Client Services Associate

Broadridge Financial SolutionsPhoenix, AZ, United States
$75,000.00 yearly
Full-time

Sr Client Services Representative.At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you're passionate about developing your career, while helpin... Show more

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Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCPhoenix, Arizona, US
3 days ago
Job type
  • Full-time
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
#LI-SM3Job 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:

2398 EAST CAMELBACK ROAD:PHOENIX

City:

Phoenix

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-09

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.