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

Client Associate/Registered Client Associate

RBC Capital Markets, LLC

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 escalateto 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 Job Skills Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details Address: 38505 WOODWARD AVENUE:BLOOMFIELD HILLS City: Bloomfield Hills Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-08 Application Deadline Note: Applications will be accepted until 11:59 PM on the day 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 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. #J-18808-Ljbffr RBC Capital Markets, LLC

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Associate/Registered Client Associate in Bloomfield Hills, MI vacancy
  •  ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...obtained within a specified timeframe if being hired into a registered job code.Possesses advanced industry knowledge and an... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Bloomfield Hills, MI
    4 days ago
  •  ...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 and creative problem solver to join our growing team. This essential role helps... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Birmingham, MI
    2 days ago
  • $25 - $31 per hour

     ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... 
    Suggested
    Full time
    Work at office
    Local area

    Morgan Stanley

    Farmington Hills, MI
    4 days ago
  •  ...RBC Wealth Management in Bloomfield Hills, MI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, respond to account questions, and help manage and grow the business with a client-first approach... 
    Suggested

    RBC Capital Markets, LLC

    Bloomfield, MI
    3 days ago
  • $50k - $65k

     ...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'...  ...represented   Requirements:  Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor'... 
    Suggested

    Edelman Financial Engines, LLC

    Troy, MI
    13 days ago
  • The JP Morgan Private Bank Client Center Team leads the operation of the firm’s Client Centers around the world. Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment. We are responsible for ensuring... 
    Flexible hours

    JP Morgan Chase

    Birmingham, MI
    3 hours ago
  •  ...Client Support Associate Headquartered in Troy, Michigan, DM Payroll Solutions is a leading payroll and workforce management service provider serving local businesses for more than 60 years. Going beyond delivering traditional payroll, we put our passion into action... 
    Work at office
    Local area

    Doeren Mayhew

    Troy, MI
    1 day ago
  •  ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other... 
    Work at office

    Stifel Financial

    Rochester, MI
    2 days ago
  • A leading financial services firm is seeking a Private Client Investment Associate. This role involves supporting Advisors with client operations, maintaining relationships, and ensuring compliance with regulatory requirements. Candidates should possess a Series 7 license... 
    Full time

    JPMorganChase

    Bloomfield Hills, MI
    3 days ago
  • Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in Bingham Farms, Michigan. The Client Service Associate (CSA) plays a vital role in delivering an exceptional client experience and maintaining... 
    Work at office

    Lead Advisor

    Beverly Hills, MI
    4 days ago
  • J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement... 

    Next Frontier Capital

    Bloomfield Hills, MI
    2 days ago
  •  ..., 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...  ...condition of employment If you were registered after October 1, 2018 you must also have... 

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    more than 2 months ago
  • $25 - $37 per hour

     ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Hourly pay
    Seasonal work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Highland Park, MI
    5 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Auburn Hills, MI
    5 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Rochester Hills, MI
    5 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Auburn Hills, MI
    1 day ago
  •  ...Excellent communication and multitasking skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Familiarity with handling client’s confidential information Dependability, punctuality, and a strong work ethic Knowledge, Skills & Abilities The ideal candidate... 
    Full time
    Work at office
    Home office

    Retirement & Wealth Strategies

    Farmington Hills, MI
    5 days ago
  •  ...Client Training Associate 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are passionate about innovation, growth, and delivering the best for our clients. 7... 

    700Credit

    Southfield, MI
    23 hours ago
  •  ...and supports the people we serve. Our vision is a future where clients approach their finances with confidence and clarityand we believe...  ...and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need... 
    Hourly pay
    Full time
    Bank staff
    Flexible hours

    Independent Bank Opportunities

    Franklin, MI
    2 days ago
  • Salary: Competitive Pay Based on Experience and Credentials Department: Client Service Location: Farmington Hills, MI - Home Office Employment Status: Full-Time Position Summary We are seeking a detail-oriented experienced and licensed Client Service Team Member to support... 
    Full time
    Work at office
    Home office

    Sano

    Farmington Hills, MI
    1 day ago
  •  ...compliance with relevant laws and regulations while representing clients throughout the pre-litigation lifecycle and guiding matters...  ...Off PackageWho You Are:Juris Doctor Degree from an American Bar Association-Accredited Law SchoolActive Member in Good Standing with State... 

    CyberCoders

    Birmingham, MI
    1 day ago
  •  ...Handle discovery activities, including drafting requests, reviewing responses, and identifying key evidentiary issues.• Represent clients in hearings and other court appearances with clear and effective oral advocacy.• Assess claims involving areas such as commercial disputes... 

    Robert Half

    Bloomfield Hills, MI
    4 days ago
  •  ...through all phases of case development, from initial assessment to resolution.• Conduct depositions, prepare witnesses, and represent clients effectively during court appearances and related proceedings.• Draft persuasive legal briefs, motions, pleadings, and other case... 
    Remote work

    Robert Half

    Troy, MI
    4 days ago
  • $85k

     ...Estate Planning Attorney – Client Experience Focus Rutkowski Law Firm is seeking a personable, knowledgeable, and client-focused Estate Planning Attorney to lead families through the estate planning process with clarity, compassion, and confidence. This role is centered... 

    The Rutkowski Law Firm

    Troy, MI
    4 days ago
  •  ...give you the experience you so greatly desire. We are seeking a Probate Attorney to become a part of our team! You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions. Responsibilities: Represent clients in... 
    Work at office

    Thav, Ryke and Langan, P.L.L.C.

    Bloomfield, MI
    1 day ago
  •  ...commitment to continuous business improvementPrevious in-house legal experience is a plusBe capable of working closely with internal clients and outside counselHave effective planning, organizational and project management skillsBe able to manage multiple projects and... 
    Full time
    Contract work
    Second job
    Work at office

    UWM

    Pontiac, MI
    4 days ago
  • $120k - $150k

     ...reputation for handling sophisticated legal matters. Work on commercial and business litigation matters with meaningful responsibility, client contact, depositions, court appearances, and trial preparation. Build your litigation career in a team-oriented environment that... 
    Contract work
    Local area

    Orion Placement

    Troy, MI
    1 day ago
  • Auburn Hills - Michigan - USA Full time R2026-0595 About Us BorgWarner is a global product leader in delivering innovative and sustainable mobility solutions. We are a company of innovators and independent thinkers that brings together talented employees, meaningful...
    Full time
    Work at office

    BorgWarner

    Pontiac, MI
    1 day ago
  •  ...in all aspects of civil litigation, including drafting pleadings and motions, taking depositions, and arguing motions Excellent client service Excellent research, legal brief writing and communication skills are required Strong analytical, research, writing, communication... 

    Plunkett Cooney P.C

    Bloomfield Hills, MI
    4 days ago
  •  ...Compliance and legal writing experience ~ Commitment to continuous business improvement ~ Capability of working closely with internal clients and outside counsel ~ Effective planning, organizational, and project management skills ~ Ability to manage multiple projects... 
    Full time
    Contract work
    Work at office

    UWM

    Pontiac, MI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Associate/Registered Client Associate. Be the first to apply!