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

Registered Client Associate/Client Associate

$49.5k - $77k

Royal Bank of Canada

Client Associate/Registered Client AssociateEmbrace 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 escalate 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 ACH's in a timely manner.Maintain confidentiality in accordance with RBC's Code of Conduct.What do you need to succeed?Must-haveBachelor's degree or job-related experienceStrong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environmentNice-to-haveCurrent FINRA registrationsFinancial services experienceWhat'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 this particular position is $49,500 - $77,000, 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job DetailsAddress: 328 NEWMAN SPRINGS ROAD:RED BANKCity: Red BankCountry: United States of AmericaWork hours/week: 40Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: Salaried

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Registered Client Associate/Client Associate in Lincroft, NJ vacancy
  •  ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Red Bank, NJ
    2 days ago
  • $55k - $75k

     ...you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? We’re looking for a Registered Client Associate: keep management systems up-to-date with client information educate clients on account services and capabilities help... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Red Bank, NJ
    6 days ago
  • $32.9k - $90k

    POSITION SUMMARY 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Red Bank, NJ
    1 day ago
  • $31.2k - $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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Shrewsbury, NJ
    1 day ago
  • $50k - $83k

     ...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and the team.  The Branch Service... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Red Bank, NJ
    more than 2 months ago
  • $20 - $25 per hour

     ...Job Description Job Description Job Title: Client Service Associate Location: Old Bridge, NJ Type of Employment: Temporary (Through April 2027) In Office/Hybrid/Remote: In Office Hourly: $20/hr - $25/hr (depending on experience) Job Summary:... 
    Hourly pay
    Permanent employment
    Temporary work
    Work at office
    Local area
    Immediate start
    Remote work
    Monday to Friday

    LHH US

    Old Bridge, NJ
    12 days ago
  • Jackson Hewitt - JobID: 100-168472694 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about... 
    Immediate start

    Jackson Hewitt

    Oakhurst, NJ
    2 days ago
  • Hackensack Meridian Health Inc. is seeking a Registered Nurse to provide direct patient care within a multidisciplinary team. The role...  ...nursing services for a diverse patient population. Requires an Associate degree in Nursing or Nursing Diploma, with BSN in progress or... 

    Hackensack Meridian Health Inc.

    Old Bridge, NJ
    4 days ago
  • We are looking for an experienced Corporate Counsel to join a collaborative legal team in Red Bank, New Jersey. This role supports a growing organization with a substantial real estate and property management focus, partnering closely with leadership and cross-functional...

    Robert Half

    Red Bank, NJ
    1 day ago
  • $160k - $190k

     ...Community Associations AttorneyWe are seeking an experienced Community Associations attorney to join our practice group, with the flexibility...  ...experience is helpful but not requiredDeep, ongoing client relationships with association boards, managers, and homeownersIndependent... 
    Contract work
    Work at office

    Prevail Recruiting

    Red Bank, NJ
    5 days ago
  • $100k - $155k

     ...take meaningful ownership of cases and make a direct impact on clients during important moments in their lives. Build hands-on experience...  ...Judicial clerkship experience preferred. ~ More experienced associate, senior, counsel, and partner-level family law attorneys are... 
    Work at office
    Remote work

    Orion Placement

    Red Bank, NJ
    3 days ago
  • $90k - $95k

     ...and Thursdays), withadditionalin-office daysrequiredbased on client, case, court, clinic, and other practice needs. ABOUT HER JUSTICE...  ...cases by making presentationsat firms,corporationsand bar associations, as and whenappropriate. Serve as a liaison with law firms and... 
    Full time
    Work at office
    2 days per week

    Her Justice

    Middletown, NJ
    2 days ago
  •  ...working with a boutique plaintiff-side litigation firm with a presence throughout New Jersey and Pennsylvania that is seeking an Associate with 1-5 years of experience to join the team! Location: Red Bank, NJ (onsite) Base Salary: Negotiable based on years of experience... 
    Local area

    Jobot

    Shrewsbury, NJ
    4 days ago
  • $100k - $150k

     ...Associate Attorney $100000 - $150000 per year | Shrewsbury, NJ | On-site | Permanent Join a growing plaintiff litigation law firm! A bit about us: We are working with a boutique plaintiff-side litigation firm with a presence throughout New Jersey and Pennsylvania... 
    Permanent employment
    Local area

    Australia-Employment

    Shrewsbury, NJ
    3 days ago
  •  ...nationally recognized litigation firm, is seeking a motivated Associate Attorney with 2+ years of asbestos defense, toxic tort litigation...  ..., and settlement negotiations Communicating directly with clients, insurers, and opposing counsel Assisting with trial preparation... 
    Work at office
    Flexible hours

    Segal McCambridge

    Middletown, NJ
    2 days ago
  •  ...Litigation Attorney McOmber McOmber & Luber, P.C. seeks a skilled associate for its Red Bank or Newark office. Exceptional opportunity with...  ..., and business/general litigation. Responsibilities include client interaction, research, drafting pleadings, taking depositions,... 
    Work at office

    McOmber McOmber & Luber, P.C.

    Red Bank, NJ
    a month ago
  •  ...including unlimited time off -HYBRID work possible - \nCompany Description Baseil Associates, Inc. is a recruiting agency. This ad was placed on behalf of one our clients. Company Description Baseil Associates, Inc. is a recruiting agency. This ad was... 

    Baseil Associates Inc.

    Holmdel, NJ
    more than 2 months ago
  • Job Overview A law firm seeks a dedicated Personal Injury Attorney to join their team in Middletown, NY. The ideal candidate will independently manage a caseload, advocating for victims and securing justice and compensation. Duties Independently manage a caseload of personal...

    BCG Attorney Search

    Middletown, NJ
    3 days ago
  • Leading national firm is seeking an Associate Attorney for their growing Red Bank NJ office. Ideal candidate will have 2+ years of litigation defense experience. This is an excellent opportunity to join a reputable firm that offers growth and a collegial work environment... 
    Work at office

    OneBridge Search

    Red Bank, NJ
    2 days ago
  • $100k - $150k

     ...working with a boutique plaintiff-side litigation firm with a presence throughout New Jersey and Pennsylvania that is seeking an Associate with 1-5 years of experience to join the team! Location: Red Bank, NJ (onsite) Base Salary: Negotiable based on years of experience... 
    Local area

    Jobot

    Shrewsbury, NJ
    6 hours ago
  • A leading behavioral health organization in New York seeks dedicated professionals to provide casework services to children and families. The role involves working closely with multidisciplinary teams to ensure quality support and services. Ideal candidates will have a ...

    Astor Services Inc.

    Middletown, NJ
    3 days ago
  •  ...A bit about us: Our client is an extremely well known and respected mid size law firm. Why join us? 401K PTO Medical Dental Vision FSA Reasonable billable hour goal Job Details Responsibilities: 1. Conduct thorough and meticulous... 
    Local area

    Jobot

    Asbury Park, NJ
    5 days ago
  •  ...litigation cases from inception through trial or settlement. Conduct client meetings, case evaluations, and strategy development. Draft...  ...and admission in good standing to the New Jersey State Bar Association. 4+ years of plaintiff personal injury litigation experience (... 

    Garces, Grabler & LeBrocq

    Freehold, NJ
    3 days ago
  • $100k - $110k

     ...position where we are looking for someone with a background real estate finance, someone who is familiar with working with New York banks/clients, and heavy volume with loan documents and closing statements. Qualifications: 1. Juris Doctorate degree from an... 
    Permanent employment
    Local area

    Jobot

    Marlboro, NJ
    5 days ago
  • $100k - $150k

     ...Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $150,000 per year A bit about us: Our client is an extremely well known and respected mid size law firm. Why join us? 401K PTO Medical Dental Vision FSA... 
    Local area

    Jobot

    Asbury Park, NJ
    5 days ago
  •  ...position where we are looking for someone with a background real estate finance, someone who is familiar with working with New York banks/clients, and heavy volume with loan documents and closing statements. Qualifications: 1. Juris Doctorate degree from an accredited law... 
    Permanent employment
    Local area

    Jobot

    Marlboro, NJ
    5 days ago
  • $110k - $200k

     ...typically land at 1,800 to 2,000 or higher. The New York State Bar Association has recommended capping requirements at 1,800 out of concern...  ...to run - real autonomy over strategy, real ownership of your clients. Behind you: paralegals, team members who make time when you... 
    Work at office

    Weinberger Law Group

    Freehold, NJ
    2 days ago
  • $90k - $140k

     ...Associate Attorney | Litigation, Real Estate, or Trusts & Estates | Freehold, NJ | Onsite We Hire Hustlers, Not Just Resumes A...  ...coasting. The team values initiative, grit, and doing right by clients. They'll invest in you-but they expect you to show up and earn... 
    Work at office

    S4 Search Partners

    Freehold, NJ
    5 days ago
  • $150k - $165k

     ...Job Description Mass Tort / Class Action Associate Attorney Location: New Jersey Experience: 3+ years Compensation:...  ...Conduct legal research and develop case strategy Work with clients throughout the litigation process Handle matters in state... 

    gpac

    Old Bridge, NJ
    4 days ago
  • $55.25k - $156.4k

     ...have relied on Commvault to reduce risks, improve governance, and do more with data. The Opportunity Commvault is looking for an Associate Corporate Counsel to join our Corporate Trust Team and play a hands-on role in corporate governance, SEC reporting,... 
    Remote work
    Shift work

    Commvault

    Eatontown, NJ
    4 days ago

Do you want to receive more vacancies?

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