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Client associate • usa

Last updated: 5 days ago

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWalnut Creek, California, 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

Rockefeller Capital ManagementCharlotte, NC, US
Full-time

About Rockefeller Capital Management.Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services...Show more

Client Associate

JobotPasadena, CA, United States
Full-time

Client Associate Wealth Management for Professional Athletes.A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate...Show more

Client Associate

Brown Brothers HarrimanBoston, MA, United States
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...Show more

Client Associate

Neuberger BermanNew York, NY
Full-time

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associate will serve as a primary point of con...Show more

Client Invoicing Associate

Rydex InvestmentsNew York, NY, United States
Full-time

Guggenheim Investments seeks a self-motivated individual to join its Client Invoicing team.Reporting to the Head of Client Invoicing, this role supports the Investment Management business for US an...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 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

GallagherBellevue, Washington
Full-time

As the Client 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 team mem...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

D.A. DavidsonWinchester, VA, 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 Winchester, VA branch.In this team-critical role, ...Show more

Client Associate

Royal Bank of Canada>Green Bay, 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 - 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 Associate/Registered Client Associate

Royal Bank of CanadaMount Laurel, NJ, 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

RBCNewton Lower Falls, 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

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 Service Associate

Corps TeamChicago, IL, US
Permanent
Quick Apply

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL.The Client Service Associate is a key collaborator, ensuring seamless coordination be...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

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Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCWalnut Creek, California, US
30+ 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
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.