Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Associate

RBC Capital Markets, LLC

RBC Capital Markets, LLC in Farmington, CT, is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with professional, efficient service. You will handle inquiries, onboarding, account maintenance, and compliance while supporting advisors in growing their business. You'll build relationships, process transfers, and help with documentation in a fast-paced, collaborative environment, with training and career development provided. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Hartford, CT vacancy
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    1 day ago
  • $49.5k - $77k

    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... 
    Suggested
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Farmington, CT
    5 days ago
  • $65k - $90k

     ...Client Service Associate Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada... 
    Suggested
    Work experience placement
    Summer work
    Work at office
    Local area
    Remote work
    Shift work

    AON

    Windsor, CT
    5 days ago
  • $50k - $94k

     ...Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial...  ...combining Branch Service Manager and Client Associate responsibilities. As the Branch Service... 
    Suggested
    Full time
    Work at office
    Flexible hours

    RBC Capital Markets, LLC

    Glastonbury, CT
    20 hours ago
  • Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering... 
    Suggested
    Remote job
    Flexible hours

    HB Travels

    Hartford, CT
    2 days ago
  •  ...Governance. We operate deeply inside our clients' hiring processes not as an external...  ...shaping the next decade of regulatory risk management, data governance, fintech compliance, cross...  .... Experience: From early-career associates, compliance analysts, paralegals to senior... 
    Contract work

    Catalyst Labs, LLC

    Hartford, CT
    2 days ago
  • $180k - $217.5k

     ...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the...  ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best Law Firms". This position... 
    Flexible hours

    Jackson Lewis

    Hartford, CT
    4 days ago
  • $130k - $150k

     ...handling commercial real estate transactions independentlyStrong drafting, negotiation, and client counseling skillsExcellent attention to detail and business judgmentAbility to manage multiple transactions simultaneouslyResidence within approximately one hour of... 

    CyberCoders

    Manchester, CT
    4 days ago
  • $35.12k - $90k

    Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis...  ...), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making... 
    Temporary work
    Work at office
    Local area
    Work visa

    711 MS Smith Barney, LLC

    South Windsor, CT
    3 days ago
  •  ...Senior In-House Litigation Attorney at Epic, Madison, WI (relocation required). Join our legal team to manage complex litigation and counsel on regulatory, competition, healthcare law, and more. Represent the company in high-stakes legal proceedings and support growth... 
    Relocation

    Epic

    Hartford, CT
    4 days ago
  •  ...Estate Planner / Drafter (Senior Associate level) to join our growing US Private Client & Tax practice in Connecticut....  ...families, including taxable estates, wealth transfer strategies, and trust...  ...Maintain organised document management, including version control and file... 
    Private practice
    Flexible hours

    Charles Russell Speechlys

    Hartford, CT
    14 hours ago
  •  ...litigation practice in Hartford, CT. The attorney will independently manage a plaintiff PI caseload from intake through resolution, handling...  ..., motions, mediations, and trial while delivering excellent client service. The ideal candidate has 5+ years of plaintiff PI... 

    Crawford Thomas Recruiting

    Hartford, CT
    14 hours ago
  • Jackson Hewitt - JobID: 100-168296246 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively... 
    Immediate start

    Jackson Hewitt

    Windsor Locks, CT
    2 days ago
  •  ...administration. Key Responsibilities Advise clients on estate planning, trusts, wills, business succession, asset protection, and wealth transfer strategies . Handle complex trust...  ...clients and provide exceptional service. Manage a growing volume of sophisticated and... 
    Full time

    Whitman Advisory Job Community

    Hartford, CT
    20 hours ago
  •  ...high-quality legal services, personalized client attention, and long-standing community...  ...Advise clients on planning strategies, wealth preservation, and asset protection goals...  ...exceptional service and efficient case management Qualifications: ~ Active Connecticut... 
    Local area

    Bonham Solutions

    Hartford, CT
    28 days ago
  •  ...Sr. Surety Client Advocate ~202605640 ~Pittsburgh, Pennsylvania, United States ~Philadelphia, Pennsylvania, United States...  ...Description The Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    WTW

    Hartford, CT
    13 days ago
  • $157.2k - $298.8k

     ...legal support for Pratt & Whitney’s entity management function as corporate governance...  ...in-house.Good standing with a state bar association and in-house counsel registration in a...  ...strong relationships with peers, internal clients, and external customers. Superior communication... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Raytheon

    East Hartford, CT
    4 days ago
  •  ...disputes. Our firm values collaboration, professional growth, and strong client partnerships, and we take pride in providing thoughtful, high-quality legal solutions.In this role, you will lead and manage sophisticated commercial litigation matters while working closely... 
    Remote work

    CyberCoders

    Hartford, CT
    3 days ago
  •  ...across the Northeast. We are dedicated to providing exceptional client service, innovative solutions, and outstanding results for...  ...judgment actions, in state and federal courts.Advise clients on risk management, policy interpretation, and coverage strategy.Draft coverage... 

    CyberCoders

    Hartford, CT
    1 day ago
  •  ...least three years of litigation experience and be comfortable managing matters through all stages of the litigation process. The attorney...  ...discoveryPrepare for, attend, and defend depositionsRepresent clients in motion hearings, pretrial conferences, mediations, and other... 

    Robert Half

    Hartford, CT
    3 days ago
  • $130k - $150k

     ...experienceExperience drafting and negotiating commercial loan documentationStrong analytical, drafting, and client counseling skillsAbility to independently manage transactions from inception through closingStrong attention to detail and business acumenResidence within... 

    CyberCoders

    Manchester, CT
    4 days ago
  • $110k

    SERVE AS JUDGE ADVOCATE IN THE UNITED STATES MARINE CORPS. An intrinsic sense of purpose, a dedication to public service, and a competitive community of like-minded individuals defines what it means to be a Marine Corps Officer and a practicing attorney. About the Role...
    Immediate start

    Marine Corps Recruiting

    Hartford, CT
    4 days ago
  • $185k

     ...litigation firm with a track record of successfully defending clients in high-stakes cases across various products liability/toxic tort...  ...matters. Collaborate with colleagues on case strategy and management. Conduct legal research and analysis. Qualifications: Juris Doctor... 
    Temporary work
    Work at office

    McGivney, Kluger, Clark & Intoccia, P.C.

    Hartford, CT
    20 hours ago
  •  ...Seeking an Attorney with 3-5 years of litigation experience. Our client is looking for an attorney who is client-focused, collaborative,...  ...strong analytical and writing skills, sound legal judgment, and the ability to manage matters with increasing independence.... 

    Synectics

    Hartford, CT
    3 days ago
  •  ...motions, mediations, and hearings. Strong legal research, writing, organization, and case management skills. Experience with LexisNexis/Westlaw required. Strong communication and client-facing skills. Experience with hourly billing/timekeeping required. Criminal defense... 
    Hourly pay

    W3Global

    Hartford, CT
    2 hours ago
  •  ...opportunity for an attorney who wants meaningful responsibility, direct client interaction, and the opportunity to build and grow their...  ...open exchange of ideas, while giving attorneys the autonomy to manage their own matters and clients. Ideal Candidate Licensed... 
    Full time
    Flexible hours

    gpac

    Hartford, CT
    29 minutes ago
  •  ...including dental, vision, disability, absence management, life, supplemental health, medical stop...  .... We have more than 6,400 employees and associates in our partner dental practices and...  ...'re driven by our Purpose: helping our Clients achieve lifetime financial security and... 
    Contract work
    Local area
    Flexible hours

    Sun Life

    Hartford, CT
    1 day ago
  •  ...estate transactions and land use and development. They will advise clients on federal and state environmental regulations (e.g., CERCLA,...  ...environmental provisions in purchase and financing agreements; manage permitting processes related to air, water, wetlands, and... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Oak Ridge Legal Search LLC

    Hartford, CT
    2 days ago
  • $60k - $90k

     ...Stillman Law Office Associate Attorney Stillman Law Office is a multi-state creditors'...  ...Michigan. We represent a diverse portfolio of clients and are committed to delivering...  ...This position offers the opportunity to manage a varied caseload, appear in court, provide... 
    Temporary work
    Work at office
    Local area

    Stillman Law Office

    Wethersfield, CT
    1 day ago
  •  ...Business Litigation Attorney Our client is seeking an experienced Business Litigation Attorney with 6–10 years of litigation experience...  ...and writing skills, excellent judgment, and the ability to manage matters with increasing independence. ~ Collaborative, client-... 
    Trial period

    Synectics

    Hartford, CT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!