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
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$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...SuggestedFull timeFlexible hours$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...SuggestedWork experience placementSummer workWork at officeLocal areaRemote workShift work$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...SuggestedFull timeWork at officeFlexible hours- 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...SuggestedRemote jobFlexible hours
- ...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
$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$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...$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 workWork at officeLocal areaWork visa- ...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
- ...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 practiceFlexible hours
- ...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...
- 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
- ...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
- ...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
- ...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 timeTemporary workWork at officeLocal areaRemote workFlexible hours
$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 workWork experience placementWork at officeRemote workFlexible hours- ...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
- ...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...
- ...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...
$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...$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$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 workWork at office- ...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....
- ...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
- ...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 timeFlexible hours
- ...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 workLocal areaFlexible hours
- ...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 workWork at officeLocal areaFlexible hours
$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 workWork at officeLocal area- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
- weight management Hartford, CT
- international management trainee Hartford, CT
- director quality management Hartford, CT
- asset management intern Hartford, CT
- director utilization management Hartford, CT
- managing attorney Hartford, CT
- test data management Hartford, CT
- entry level emergency management Hartford, CT
- director of managed care Hartford, CT
- management team Hartford, CT


