Client Associate/Registered Client Associate
$49.5k - $77kRBC 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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. 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. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for the Registered Client Associate position is $49,500 - $77,000 and the Client Associate position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 30 BATTERSON PARK ROAD:FARMINGTON City: Farmington Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried 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
$25 - $45 per hour
...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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code** Possesses advanced industry knowledge and an understanding...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative...SuggestedFull timeFlexible hours- 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...Suggested
$25 - $44 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....SuggestedHourly paySeasonal workWork from homeShift workDay shift- Bank of America is seeking a client service professional for their Merrill Wealth Management team in Hartford, Connecticut. This role focuses on supporting Financial Advisors and their clients, ensuring operational excellence, and delivering exceptional service. The ideal...Remote jobHourly pay
- 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...Remote jobFlexible hours
- A leading client service company based in the United States is seeking passionate individuals to join their team in a flexible role that emphasizes work-life balance. This position offers the ability to work from home, mentorship for professional growth, and a supportive...Remote jobWork from homeFlexible hours
- Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals....
$133k - $189k
...talented support staff, will be responsible for the defense of the case from start to resolution. The position requires exceptional client communication skills, documented trial skills as well as the ability to report and respond to the carrier with insight and...Work at officeLocal areaRemote work$130k - $168k
...responsible for the defense of a wide range of workers' compensation cases from inception to resolution. The position requires exceptional client communication skills, documented trial skills as well as the ability to report and respond to the carrier with insight and...Work at officeRemote work- ...545 for district-specific information. Selective Service: If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System, or are exempt from having to do so under the Selective Service Law. See...Work at office
$17.25 per hour
...to work and care about our teams, so we want to make sure we are clear on a few more basics that we expect:Accurately handle cash register operationsClimb up and down laddersScan, handle and move merchandise efficiently and safely, including frequently lifting or moving...Hourly paySeasonal workMonday to FridayNight shiftWeekend work- .... 545 for district-specific information. Selective Service: If you are a male applicant born after December 31, 1959, you must certify that you have registered with the Selective Service System, or are exempt from having to do so under the Selective Service Law. See...Work at office
- ...oversee negotiation strategies, ensure efficient file progress, and support team members in achieving successful outcomes for our clients. This role includes active involvement in the resolution of complex subrogation cases, providing coaching, training, and development...Work at office
- ...WSHB, a national civil litigation defense firm, is looking for associate applicants with at least 1-5 years of relevant experience for its... ...insurance carriers, as well as many large private clients, WSHB attorneys handle a wide-spectrum of matters. On a daily basis...Work at officeWork from homeFlexible hours
$17.75 per hour
...and online ordering, and know how to direct the guest to enroll, activate and use the se 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.Maintain...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$120k - $220k
Established (25+ Years) Premier Firm Seeking Commercial Litigation Associate Attorney in Hartford, ConnecticutAn established firm based in... ..., and complex commercial cases, representing sophisticated clients throughout Connecticut and New York.Offer:Salary range: $120,00...Contract work- ...national litigation and insurance law firm with over 80 attorneys across the Northeast. We are dedicated to providing exceptional client service, innovative solutions, and outstanding results for insurers, businesses, and self-insured clients. Our firm emphasizes teamwork...
$130k - $170k
...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an... ...our Stamford or Hartford office.Key Responsibilities:As an Associate Attorney, you will:Independently manage an active litigation...Full timeWork at officeFlexible hours$90.43k - $118.88k
...docket calendar management practices;Experience reviewing and interpretating state and federal statutes and regulations and advising clients; Experience working with the Microsoft Office Suite; and,Experience in writing memoranda of law, briefs and client advisory letters...Full timeWork at officeImmediate startAll shiftsShift workDay shift- ...office. This role offers the chance to manage cases from inception through resolution, providing hands-on responsibility and direct client contact in a collaborative environment. Duties Manage a diverse caseload of civil defense matters from early assessment through...Work at office
- ...wide activities related to the firm’s compliance functions with outside counsel guidelines, audit letter requests, vendor management, client assessments, and ISO certification materials. The role coordinates with internal teams, clients, auditors, and vendors to ensure...Contract work
$60k - $90k
...Stillman Law Office Associate AttorneyStillman Law Office is a multi-state creditors' rights law firm headquartered in Farmington Hills, Michigan. We represent a diverse portfolio of clients and are committed to delivering exceptional legal services while maintaining...Temporary workWork at officeLocal area- ...Attorney to help us handle a wide range of complex business 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...Remote work
- ...initial claim evaluation to final resolution. Conduct thorough legal and factual research, and develop effective defense strategies for clients. Draft various legal documents, such as pleadings, motions, discovery requests, and briefs to support defense strategies. Handle...Flexible hours
$110k - $150k
...Energy, Utility & Regulatory Associate Attorney - competitive salary, excellent benefits, and a collaborative environment This Jobot... ...,000 per year A bit about us: Respected law firm serving clients since 1850 - offering competitive salary, excellent benefits package...Permanent employmentLocal areaFlexible hours- ...Associate AttorneyFreeman Mathis & Gary is a dynamic and growing 400+ lawyer national litigation firm, with thirty-nine offices in twenty... .... This individual will maintain positive contact with clients, observe confidentiality of client matters, and must be team-oriented...Work at officeLocal area
$115k - $150k
...Great Opportunity Join a well-established litigation team with a strong reputation in defense work and a broad, sophisticated client base. Handle meaningful, hands-on litigation work instead of being siloed into narrow support tasks. Work on a varied...Full timeRemote workFlexible hours$130k - $145k
Complex Litigation Attorney – McElroy, Deutsch, Mulvaney & Carpenter, LLP (Hartford, CT) McElroy Deutsch is seeking attorneys with at least 3 years of experience handling complex litigation, including insurance defense, construction, bankruptcy, and/or commercial litigation...Work at officeFlexible hours
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