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Client associate • usa

Last updated: 3 days ago

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCSan Jose, California, US
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...Show more

Client Solutions - Client Onboarding Associate

ChaseTempe, AZ, United States
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...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 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

Registered Client Associate/Client Associate

Royal Bank of Canada>Baltimore, 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

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 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

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/Registered Client Associate

Royal Bank of Canada57 RIVER STREET:WELLESLEY
Full-time

This role can sit in either our Wellesley or Danvers office.Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our cl...Show more

Client Associate

D.A. DavidsonCarlsbad, CA, 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 Carlsbad, CA branch.In this team-critical role, yo...Show more

Client Associate

Arthur J Gallagher & CoBellevue, WA, 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 - 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 Service Associate

Mariner FinanceCranberry Township, Pennsylvania, 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/Registered Client Associate

Royal Bank of CanadaRapid City, SD, 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

ROCKEFELLER CAPITAL MANAGEMENTSaratoga Springs, NY, United States
Full-time

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will work with...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

Associate, Client Services

Avenue ZMiami, FL, United States
Full-time

At Avenue Z, we are a dynamic media and technology company with a powerful influence across all channels.Our leadership has been at the forefront of digital marketing and communications for over 30...Show more

Client Associate/Registered Client Associate

RBCGreen Bay, WI, 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

Client Associate/Registered Client Associate

0000050176 RBC Capital Markets, LLCSan Jose, California, US
30+ days ago
Job type
  • Full-time
Job description

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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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.