Client Associate/Registered Client Associate
RBC
Role Overview Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Responsibilities Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed. Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner. Maintain confidentiality in accordance with RBC’s Code of Conduct. Qualifications 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 a mindset of how you can make advisors more efficient and effective. Series 7 and 66 (or 63/65) licenses or willingness to obtain a license within 12 months of hire. Ability to adapt to a rapidly changing business and technology environment. Current FINRA registrations. Financial services experience. Benefits A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock (where applicable). Leadership support through coaching and management opportunities. Opportunity to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, high‑performing team. Flexible work/life balance options. Opportunities to take on progressively greater accountability. Access to a variety of job opportunities across the business. 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: 2398 EAST CAMELBACK ROAD, PHOENIX, United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-09 Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr
- ...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...SuggestedFull timeFlexible hours
- ...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...SuggestedFull timeFlexible hours
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal area
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal area
- ...Client Service Associate The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial... ...goals and live with greater confidence. As an independent SEC Registered Investment Advisory firm with more than 30 years of...SuggestedInternship
- ...Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to financial advisors and clients, supporting daily account activity, onboarding, and digital tool enrollment. You will handle money movements, respond to client inquiries, maintain...
$50k - $54k
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$100k - $350k
...Job Description Job Description Our client, a highly successful, nationally recognized Wealth Management Team, is seeking to add a Senior Wealth Management Client Associate to join their practice in the Greater Phoenix area. This individual will play a key client...Temporary workFlexible hours$200k - $290k
...insight to deliver the best outcomes for our clients. We prioritize results over ego,... ...0,000 to $90,000 or more annually. Our associate attorneys bonuses averaged $55,000 in the... ...firm listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers. With a Family Law...Full timeWork at officeLocal areaImmediate startRemote workMonday to FridayNight shift1 day per week- ...communicating and working with Physicians and Registered Nurses. Effective written and verbal... ...during interactions with patients and clients. Computer proficiencyutilizing MS... ...from a licensed American Heart Association or American Red Cross training facility...Remote work
$55k
...Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions... ...hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s...Summer workCasual workInternshipWork at officeWorldwide- ...supported for the right candidate Travel: 20–30% — client engagement at multinational accounts, association presence (AILA Workforce Symposium, Worldwide ERC)... ...corporate clients the next — credibility across registers, zero hierarchy, no sharp elbows. You will work closely...Permanent employmentH1bEb 3 Visa SponsorshipWork at officeWorldwideRelocationWork visaRelocation packageShift work
$200k
...insight to deliver the best outcomes for our clients. We prioritize results over ego,... ...conferences presented by the revered National Association of Criminal Defense Lawyers in Las Vegas... ...firm listed in Martindale-Hubbells Bar Register of Preeminent Lawyers. With a Criminal...Work at officeLocal areaRemote work- ...Job Description Job Description Associate Attorney - Corporate M&A Associate Attorney... ...commitment to practical solutions, strong client relationships, and forward-thinking... ...ancestry, citizenship, genetic information, registered domestic partner status, marital status,...Ongoing contractLocal area
$16.75 per hour
...online ordering, and know how to direct the guest to enroll, activate, and use these features. Attempt every return and follow register prompts; partner with immediate Leaders as needed to help solve for the guest while following Target's policies and procedures....Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$16.75 per hour
...online ordering, and know how to direct the guest to enroll, activate and use these features. * Attempt every return and follow register prompts; partner with immediate Leaders as needed to help solve for the guest while following Target's policies and procedures....Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$120k - $150k
...supervision. This role is intended for an attorney who already understands probate practice and can step into an active caseload, manage client relationships, prepare and file pleadings and transactional documents, and appear in court as needed. *Key Responsibilities* ·...Immediate startFlexible hours- ...supervision. It is essential to work well independently and collaboratively and demonstrate a willingness to exceed expectations to meet client needs. The firm provides a collegial work environment, a competitive salary, and a bonus structure designed for motivated self-...
$17 - $20 per hour
Care Advocate At Copa Health, we are committed to people first, fostering a culture of compassion, innovation, and impact. We support individuals and families across Arizona through high-quality behavioral health and integrated care services while also investing in ...- ...Intake Attorney – Remote (AZ Preferred) Personal Injury | Client Intake & Case Evaluation About The Husband & Wife Law Team For nearly 30 years, The Husband & Wife Law Team has represented individuals and families whose lives were changed by serious injury. Our...Full timeWork at officeRemote workWork from homeHome officeWeekend workAfternoon shift
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