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

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 RBC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Associate/Registered Client Associate in Phoenix, AZ vacancy
  •  ...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. As a Client Associate/Registered Client Associate, become a trusted resource... 
    Suggested
    Full time
    Flexible hours

    RBC

    Phoenix, AZ
    4 days ago
  •  ...Senior Client Associate We’re looking for a Senior Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect... 
    Suggested
    Full time
    Work at office

    UBS

    Phoenix, AZ
    1 day ago
  •  ...Client Onboarding Specialist At PNC, our people are our greatest differentiator and...  ...based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC...  ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Bank staff

    PNC

    Phoenix, AZ
    12 hours ago
  •  ...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... 
    Suggested
    Internship

    Heffernan Insurance Brokers

    Phoenix, AZ
    2 days ago
  •  ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Arizona Staffing

    Phoenix, AZ
    4 days ago
  •  ...Client Success Associate Payabli is a next-generation Payments Infrastructure and Monetization Platform purpose-built for vertical software companies. Through a single, developer-friendly API with low-code embedded payment components, Payabli enables platforms to seamlessly... 
    Remote work
    Flexible hours

    Payabli

    Phoenix, AZ
    2 days ago
  • $38.5k - $49k

     ...hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter...  ...customers achieve financial freedom. Empower Yourself. As a Client Engagement Associate, you are responsible for engaging prospective... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Careers

    Phoenix, AZ
    3 days ago
  •  ...Wealth Management Client Associate Phoenix, Arizona 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 for any new... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    1 day ago
  • King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates... 

    King's Insurance Staffing

    Phoenix, AZ
    4 days ago
  • The Client Technology Staging Associate is excellent entry level position to jump start your career in IT! As a CTS Associate you'll be responsible for end-to-end device provisioning and multi-device staging in support of the Abacus client base. This role combines hands... 
    Full time
    Work at office

    日本アバカス株式会社

    Phoenix, AZ
    3 days ago
  •  ...anywhere environment. This role involves working with different associations, explaining benefits, and providing support to families in...  ...scheduling designed to support work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive... 
    Remote work
    Work from home
    Flexible hours

    AO Globe Life

    Phoenix, AZ
    5 days ago
  • $22 per hour

     ...Client Service Associate This position will have 90-days of in-person training at the SAGE office at our Phx Maryvale office (53rd Ave, Phx, 85031), and then will have the opportunity to work remotely from home. This is a Full-Time position. Monday through Friday, 8:3... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Friday

    SAGE Counseling

    Phoenix, AZ
    1 day ago
  •  ...environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional... 
    Flexible hours

    Jackson Hewitt

    Phoenix, AZ
    3 days ago
  • $50k - $54k

     ...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions... 

    Alphabe Insight

    Phoenix, AZ
    4 days ago
  •  ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and... 
    Remote work
    Flexible hours

    Hello Sunshine Travels

    Phoenix, AZ
    3 days ago
  • BridgePort is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors in a hybrid Phoenix office. You will prepare reports and meeting materials, join client meetings, take notes, summarize next steps... 
    Work at office

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    12 hours ago
  • $14 - $16 per hour

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
    Hourly pay
    Local area
    Flexible hours

    Jackson Hewitt

    Phoenix, AZ
    2 days ago
  •  ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About the Job TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences... 
    Remote job
    Flexible hours

    TravelingMedic Consulting

    Phoenix, AZ
    2 days ago
  • About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts... 
    Full time

    FF Inc

    Phoenix, AZ
    1 day ago
  • $75k - $90k

     ...the Broadridge team. Broadridge is Growing! We are seeking a Sr Client Services Representative who will be responsible for managing a...  ...and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates... 
    Local area
    Immediate start
    Remote work
    2 days per week

    Broadridge

    Phoenix, AZ
    1 day ago
  • AO Globe Life is seeking motivated individuals for a fully remote role that involves conducting virtual consultations with clients. You will explain benefits and provide support to families, ensuring they receive guidance on their needs. Ideal candidates will have strong... 
    Remote job
    Flexible hours

    AO Globe Life

    Phoenix, AZ
    2 days ago
  • $75k - $90k

    Senior Client Services Representative At Broadridge, we empower others to accomplish more. We are looking for a Sr Client Services Representative...  ...Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color,... 
    Local area
    Immediate start

    Broadridge Financial Solutions

    Phoenix, AZ
    4 days ago
  • TwinThread in Phoenix, Arizona, is hiring an Associate Banker to provide exceptional client service and support branch operations. The ideal candidate will create a welcoming environment, assist clients with transactions, and educate them about technology solutions. Required... 

    Aumni

    Phoenix, AZ
    4 days ago
  • TwinThread is seeking an Associate Banker in Peoria, Arizona. In this role, you will provide exceptional client service, manage daily banking transactions, and educate clients on technology solutions. You will be responsible for creating a welcoming environment and building... 

    Aumni

    Peoria, AZ
    1 day ago
  •  ...an opportunity to engage in the securities industry. Ideal candidates will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of benefits, including health insurance and paid parental leave. Candidates... 
    Full time

    SoTalent

    Phoenix, AZ
    3 days ago
  • RBC Wealth Management is seeking a client service professional to support financial advisors and clients at our Phoenix branch. You will handle inquiries, maintain relationships, and ensure accurate documentation and timely processing of transfers, trades, and payments... 

    RBC

    Phoenix, AZ
    1 day ago
  •  ...Eide Bailly LLP in Phoenix, AZ is looking for an accounting professional to provide comprehensive accounting services to clients. The role requires a Bachelor’s Degree in Accounting and strong communication skills, with a preference for CPA or CMA certifications. Benefits... 

    Eide Bailly

    Phoenix, AZ
    5 days ago
  • Dormont Manufacturing Co in Phoenix, Arizona, is seeking a Client Service Support professional to provide exceptional service to multiple Financial Advisors. The successful candidate will be the primary contact for the bank's clients, addressing service needs and customizing... 

    Dormont Manufacturing Co

    Phoenix, AZ
    2 days ago
  • $18 per hour

     ...Representative in Phoenix, Arizona. This role involves providing quality service to clients through various channels, while maintaining a solid knowledge of Paychex products. An Associate's Degree is preferred, and starting pay is $18.00 per hour. The company offers a... 
    Hourly pay

    Paychex Deutschland GmbH

    Phoenix, AZ
    3 days ago
  • $200k

     ...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 time
    Work at office
    Local area
    Immediate start
    Remote work
    Monday to Friday
    Night shift
    1 day per week

    DM Cantor Family Law Practice, PLLC

    Phoenix, AZ
    12 hours ago

Do you want to receive more vacancies?

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