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Client associate • usa

Last updated: 1 day ago

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCPalm Beach Gardens, Florida, 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 Associate

GallagherWarrenville, Illinois
Full-time

At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Associate, you’ll be part of a collaborative team that values your growth and development.In this role, you...Show more

Client Associate

Brown Brothers HarrimanNew York, NY, United States
Full-time

At BBH, partnership is more than a form of ownershipit's our approach to business and relationships.We know that supporting your professional and personal goals is the best way to help our clients ...Show more

Client Services Associate

Abacus Solution GroupHunt Valley, MD, United States
Full-time

A reputable financial services firm is looking for a Client Services Associate to add to their growing team.This role will be the engine behind our financial planning process, preparing, constructi...Show more

Client Associate/Registered Client Associate

Royal Bank of CanadaWalnut Creek, CA, 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 Associate/Registered Client Associate

RBCDanvers, MA, 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 Associate

Dow JonesNew York, NY
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...Show more

Client Associate

WELLS FARGO BANKONEONTA, New York, United States of America
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...Show more

Client Associate

AplinUS
Permanent
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...Show more

Client Solutions - Client Onboarding Associate

JPMorgan Chase & Co.Tampa, FL, United States
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...Show more

Client Associate

Arthur J Gallagher & CoWarrenville, IL, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...Show more

Client Associate

D.A. DavidsonAberdeen, WA, United States
Full-time

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Aberdeen, WA branch.In this team-critical role, yo...Show more

Client Associate - Associate Advisor

Precision Wealth StrategiesSaint Louis, MO, US
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...Show more

Client Services Associate

TradeJobsWorkforce75236 Dallas, TX, US
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...Show more

 • Promoted

Client Service Associate

Mariner FinanceWest Allis, Wisconsin, United States
Full-time

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care.As one of the first associates clients connect ...Show more

Client Associate

Neuberger BermanNew York, NY, United States
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...Show more

Client Associate/Registered Client Associate

Royal Bank of Canada>Mount Laurel Township, 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 Associate

ROCKEFELLER CAPITAL MANAGEMENTBoston, MA, United States
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...Show more

Client Associate

Sanctuary Wealth Group, LLCMoorestown, NJ, United States
Full-time

Wealth Management Client Associate.Firm: Ausperity Private Wealth.Salary Range: $65,000-$85,000 (commensurate with experience).Location: Moorestown, NJ (On-Site, Monday-Friday).Ausperity Private We...Show more

Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCPalm Beach Gardens, Florida, US
8 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
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business
Job SkillsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details

Address:

3801 PGA BOULEVARD:PALM BEACH GARDENS

City:

Palm Beach Gardens

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-22

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.