Registered Client Associate
RBC Capital Markets, LLC
Job Description Answering telephone, taking messages and answering routine questions. Maintaining vacation schedule and master schedule of whereabouts for staff. Maintaining master copies of organizational policy and procedure manuals and keeping them up-to-date. Typing and distributing memos, meeting minutes and presentations for staff. Job Skills Customer Service Data Entry Data Gathering Analysis Desktop Tools Group Problem Solving Interpersonal Relationships Knowledge Organization Teamwork Time Management Word Processing Software Job Details Address: 1 COWBOYS WAY:FRISCO City: Frisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-02-25 Application Deadline: 2026-02-25 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr RBC Capital Markets, LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Registered Client Associate in Frisco, TX vacancy
- ...Registered Wealth Management Client Associate Frisco, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Frisco, TX3 days ago - ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...SuggestedWork at officeImmediate start
Stifel Financial
Frisco, TX3 days ago - ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...SuggestedWork experience placementWork at office
Raymond James
Frisco, TX14 days ago - ...accepted until 11:59 PM on the day prior to the application deadline date above At 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...SuggestedFull time
Royal Bank of Canada
Frisco, TX1 day ago - ...Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Registered Client Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the client...SuggestedWork at officeFlexible hours
UBS
Plano, TX3 days ago - ...prior to the application deadline date above Our Employment Opportunities At 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...Full time
Royal Bank of Canada
Frisco, TX2 days ago - ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Frisco, TX20 hours ago - ...Registered Wealth Management Client Associate- GREATER DALLAS MARKET McKinney, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Mckinney, TX6 days ago - Job Posting 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. ...Full time
RBC
Frisco, TX1 day ago - Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Registered Client Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand the...Full timeWork at office
- ...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Mckinney, TX1 day ago - ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Frisco, TX1 day ago - ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Frisco, TX1 day ago - Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA)...Seasonal workShift workDay shift
$75k - $90k
...OVERVIEW Your job as the Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients. This role supports the coordination and execution of operational elements across both new...Full timePart timeWork at officeWork from homeMonday to FridayProcyon
Frisco, TX3 days ago$65k - $80k
...Client Service Associate Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients...Work at officeMonday to FridayRIA Recruiting
Frisco, TX3 days ago- ...The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to provide information in response to inquiries about products and services...
Solais Lighting Inc
Frisco, TX3 days ago $65k - $80k
Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a...Work experience placementWork at officeRemote workMonday to Friday- Woodforest National Bank in Frisco, Texas is looking for a Relationship Associate I to provide administrative services and customer assistance in loan servicing. The position focuses on coordinating documentation, processing, and customer support throughout the loan lifecycle...Full timeWork at office
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...Series 7 license is required If you were registered after October 1, 2018 you must also have...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employment If you were registered after October 1, 2018, you must also...
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Plano, TX1 day ago- ...Private Client Investment Associate If you are passionate about client experience and goals driven planning, then our team is the right place... ...A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active...
- ...Senior Customer Success Associate Shape the future of our customer experiences and directly influence product success. Dive headfirst... ...Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products. As a core...Work visa
Chase
Plano, TX3 days ago - Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well...Contract workWork at officeLocal areaShift work
- JPMorgan Chase is looking for a Private Client Investment Associate to provide exceptional client service and operational support within its Wealth Management division. The role involves facilitating requests, fostering client relationships, and ensuring compliance with...
- A leading financial services firm in Plano, Texas, seeks a Client Service Associate in the Wholesale KYC Organization. In this role, you will ensure compliance with regulatory requirements, conduct client due diligence, and assist with risk assessments. The ideal candidate...
- ...Independent Control Assessment Associate This role strengthens the Independent Control Assessment (ICA) function by improving process... ...providing ICA inputs and receiving ICA outputs, including Onboarding, Client List Screening, Global Financial Crimes Compliance, and...
- ...Client Service Associate Excellent opportunity in a professional business environment within the financial services industry. Position Summary We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm's clients...Full timeWork at officeRemote workShift work
SFMG Wealth Advisors
Plano, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Associate. Be the first to apply!
Related searches