Client Associate/Registered Client Associate
$55k - $90kRoyal Bank of Canada
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 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. 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 communicate 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. 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 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 The good-faith expected salary range for the Registered Client Associate position is $55,000 - $90,000 and the Client Associate position is $45,000 - $75,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. #J-18808-Ljbffr Royal Bank of Canada
$30.77 - $45.67 per hour
...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com....SuggestedOngoing contractWork experience placementWork at officeImmediate start$55k - $90k
...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$32 - $44.71 per hour
Overview As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers. Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers, utilizing...SuggestedHourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$25 - $44 per hour
Job Description Provides client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...SuggestedHourly paySeasonal workShift workDay shift$34.32k - $90k
...Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
POSITION SUMMARY:Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth of business through engaging...Temporary workWork at officeLocal area$34.32k - $90k
Position Summary POSITION SUMMARY: 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...Temporary workWork at officeLocal area- ...Job Description: This role is responsible for providing client service support to multiple Financial Advisors (FAs). The incumbent serves... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...Hourly paySeasonal workWork from homeShift workDay shift
$72.5k - $80k
...Your role Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships? We’re looking for a Client Associate to: Support the preparation of reports, presentations, and materials for client meetings Conduct basic research and...Full timeWork at office- Responsibilities 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...Full time
- ...Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...Seasonal workWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Mill Valley, California 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...Seasonal workWork at officeWork from homeShift workDay shift
$35.15k - $90k
POSITION SUMMARY: 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...Full timeTemporary workWork at officeLocal area$25 - $44 per hour
Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs. Supports enterprise strategic objectives, operational excellence goals, and client advocacy, customizing solutions for different...Hourly paySeasonal workWork from homeShift workDay shift$200k
...OPPORTUNITY Twin Peaks Wealth Advisors is a fee-only, fiduciary registered investment advisory firm serving high-net-worth professionals,... ...their time exclusively with serious, high-intent decision-makers Client Support & Relationship Continuity Reach out to clients before...Work at officeRemote work2 days per week- ...is seeking enthusiastic and reliable applicants for the Client Relations Associate (CRA) role. This position reports to the Client Relations... ...Theater, ODC Dance Commons, and Rhythm & Motion programming Registering all clients at the ODC campus (school classes, resident...
- Dancers Group is looking for a Client Relations Associate (CRA) to join our vibrant and collaborative team in San Francisco, California. This position involves creating a welcoming environment, registering clients, ensuring safety protocols, and multitasking to assist...
- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and provide exceptional client service while addressing inquiries and maintaining documentation. The ideal candidate should...Flexible hours
$68.2k
...Client Associate LOCATION: SAN FRANCISCO, CA We are seeking a full-time Client Associate to join our team. You will work with a team... ...identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil...Full timeContract workWork experience placementWork at officeRemote workFlexible hours- ...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...Seasonal workWork at officeWork from homeShift workDay shift
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various administrative...Work at office
$56k - $75k
...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 officeImmediate startFlexible hours- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
$90k - $110k
...AlphaSights is seeking Associates to join our Client Service team in San Francisco. This role offers a unique opportunity to connect clients with expert knowledge and elevate their decision-making. Successful candidates will have strong academic credentials, relevant internship...Internship- ...About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building. This role will focus on managing a portfolio of clients, ensuring they receive white-glove service while driving satisfaction...Contract workWork at officeFlexible hours
- Dormont Manufacturing Co is looking for a Registered Client Service Associate to provide exceptional service and support to financial advisors in San Francisco, California. In this role, you'll build trusted client relationships, assist with transactions, and educate clients...Work at office
- ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business environments. You'll interact closely with distinguished clients, helping...
$72k
HireNow Staffing Inc is seeking a Client Solutions Associate for a hybrid role in San Francisco, CA or New York City, NY. The ideal candidate will manage client research projects and build strong relationships with clients and industry experts. This role is suited for...$34.32k - $90k
PowerToFly is seeking a Client Service Associate in San Francisco to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships and executing transactions while handling client inquiries effectively. The successful...- A leading technology services company is seeking a Client Relations Associate in San Francisco. This role involves managing client relationships and ensuring exceptional service delivery while maintaining client satisfaction and retention. Candidates should have over 2...Flexible hours
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