Wealth Management Client Associate - Client-First Support
RBC Capital Markets, LLC
RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients with account questions, documentation, and transactions in a fast-paced, collaborative environment. You'll build relationships, ensure compliance, onboard new accounts, transfer funds, process wires and checks, and help advisors operate more efficiently. A Bachelor's degree and strong communication skills are required; Series 7/66 licenses (or willingness #J-18808-Ljbffr RBC Capital Markets, LLC
$26.5 - $42 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a... ...Advisors and Wealth Management Client Associates help clients pursue the... ...for providing client service support to potentially multiple... ...while leading with a client first mindsetRequired QualificationsFINRA...SuggestedHourly paySeasonal workFlexible hoursDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week... ...Key responsibilities include supporting enterprise strategic objectives, operational... ...increases, while leading with a client first mindset Required Qualifications:...SuggestedHourly payFull timeSeasonal workRelocationFlexible hours
- ...Wealth Management Client Associate Providence, Rhode Island To proceed with your application, you must... ...to an in-office culture that supports collaboration, engagement, and career... ...increases, while leading with a client first mindset Required Qualifications:...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management in Providence, RI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with account inquiries, onboarding, and documentation... .... The role emphasizes client-first service, professional growth, and ongoing...Suggested
- RBC Wealth Management’s Providence branch seeks a Registered Client Associate to support financial advisors and clients with account questions, documentation, and transactions. You will maintain records, onboard new accounts, and ensure compliance while delivering excellent...Suggested
- PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating client relationships. The... ...candidate will interact with clients, manage service requests, and support day-to-day operations...
- ...Harkins Wealth Management is a fee-only fiduciary wealth management firm... ...values. With a collaborative and client-focused approach, we aim to... ..., on-site Client Services Associate to join our team. The Client... ...providing client services, advisor support, and an excellent client...Full timeWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...an in-office culture that supports collaboration, engagement,... ...while leading with a client first mindset Required Qualifications...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...opportunity? Embrace RBC Wealth Management’s core values and... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource... ...business. Demonstrate a client first approach as you meet... ...and operational support to one or more Financial...Full timeFlexible hours$45k - $70k
...opportunity? Embrace RBC Wealth Management's core values and... ...financial advisors and our clients. As a Registered Client Associate, become a trusted... ...business. Demonstrate a client first approach as you meet... ...administrative and operational support to one or more Financial...Full timeFlexible hours$45k - $70k
...Description Embrace RBC Wealth Management's core values and inclusive... ...advisors and our clients. As a Client Associate/Registered Client Associate... ...business. Demonstrate a client first approach as you meet... ...paid-time off. Leaders who support your development through...Full timeFlexible hours- ...Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We... ...exceptional service to our clients. Applicants should possess exemplary... ...Provide client and administrative support to multiple financial advisors including...
- POSITION SUMMARY Registered Client Service Associates provide exceptional... ...to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...Leading with a client first mindset, a successful... ...directed by local management ADMINISTRATIVE SUPPORT...Work at officeLocal area
- Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance... .... Ideal candidates will demonstrate a client-first mindset, strong communication skills, and ability...
- ...services and investment advisory and asset management services. Who We Are Oppenheimer & Co... ...Description The firm is seeking a Client Service Associate to join our Private Client Division... ...database, general organizational support, as well as client interaction. The ideal...Local area
- Oppenheimer & Co. Inc. in Providence, RI seeks a Client Service Associate for the Private Client Division. You will support client services, scheduling, and marketing efforts, while handling confidential information and coordinating with Financial Advisors. Ideal candidates...
$69k
...advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection... ...work-from-home career Average first-year earnings of $69K through... ...opportunities with promotion from within Supportive and collaborative virtual team...Remote jobWork from homeFlexible hours- ...are hiring Financial Customer Associates (FCA) in our Smithfield site.... ...of associates during the first 14 weeks, spending time training... ...sophisticated calls related to our clients 401K plans. In the... ...team activities, get well-being support, and career coaching....Hourly payFull timeWork at officeMonday to FridayShift workNight shift
- The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI. The role requires a Bachelor’s degree, 2+ years of customer-facing financial...
- ...litigation and counseling practice representing management. This role offers a mix of litigation and advisory work with direct client interaction and hands-on responsibility. You... ...motions, advise on workplace policies, and support risk management strategies for clients. The...
- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop...Remote jobFlexible hours
$20 per hour
...independent contract opportunities. Direct Support Shelter Advocates East Providence -... ...! HOURLY RATE * $20/hr SUMMARY OF CLIENT'S DESCRIPTION OF THIS OPPORTUNITY * Provide... ...demeanor * Ability to maintain First Aid/CPR, and other certifications as required...Hourly payLong term contractContract workTemporary workFor contractorsSelf employmentWork at officeImmediate startFlexible hours$65k - $85k
Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At... ...financial journeys, offering creativity, support, and top-tier solutions in this vibrant,... ...options. Your Daily Adventures Be the first point of contact for our beloved clients,...Remote jobPart timeFlexible hours- AO Garcia Agency in Coventry, Rhode Island, is seeking dedicated individuals for a work-from-home financial services position. You will join a team focused on protecting families and helping them secure their financial futures. This role requires strong communication and...Remote jobWork from home
- GFI Team Ikigai is looking for a part-time Client Service Advocate to provide exceptional service and innovative solutions. This role involves nurturing client relationships and addressing financial needs, ensuring a high level of satisfaction. You will educate clients...Remote jobPart timeFlexible hours
- DarrowEverett LLP in Rhode Island seeks a Senior Associate Attorney for our Family Law Department.... ..., detail-oriented, and capable of managing cases from inception through trial while... ...mediation, prepare briefs, and maintain client communication. #J-18808-Ljbffr...
- ...law firm seeks a Litigation Associate Attorney in Providence, RI. The... ...to trial, with direct client contact. Remote and hybrid work... ...Prepare discovery responses and manage document production. Attend depositions... ...dress code. Mental health support resources. Employee resource...Full timeCasual workRemote work
- ...law firm seeks a Litigation Associate Attorney in Providence, RI. The... ...to trial, with direct client contact. Remote and hybrid work... ...Prepare discovery responses and manage document production. Attend depositions... ...dress code. Mental health support resources. Employee resource...Full timeCasual workRemote work
- TrulyHired seeks a Social Worker to support students' emotional and academic needs at Achievement First schools in Rhode Island. The role involves collaboration with teachers, parents, and community organizations, alongside preventive counseling and educational initiatives...
$190k - $275k
...follow our LinkedIn page! Job Details Real Client Exposure. Meaningful Litigation Work.... ...,000 per year A bit about us: We are a management-side law firm focused on workplace and... ...policies, compliance, and risk mitigation Support clients with dispute resolution...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate - Client-First Support. Be the first to apply!
- client relationship associate Providence, RI
- registered client associate Providence, RI
- director of knowledge management Providence, RI
- workforce management specialist Providence, RI
- director revenue management Providence, RI
- weight management Providence, RI
- pain management Providence, RI
- director vendor management Providence, RI
- events management graduate Providence, RI
- quality management nurse Providence, RI



