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

Client Associate - Wealth Management Support & Onboarding

RBC

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients from the Glastonbury branch. You will manage account inquiries, assist with onboarding, and ensure timely processing of transfers and trades. Ideal candidates will have a bachelor’s degree, strong communication and organizational skills, and a willingness to obtain Series 7 and 66 licenses within a year. #J-18808-Ljbffr RBC

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Client Associate - Wealth Management Support & Onboarding in Glastonbury, CT vacancy
  • Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank policies... 
    Suggested

    Bank of America

    Hartford, CT
    4 days ago
  • Fiducient Advisors is a trusted partner for wealth and institutional clients, offering a hybrid work model with three days in the office and two days remote. The Client Service Associate supports investment consultants in account administration, client servicing, and project... 
    Suggested
    Work at office
    Remote work

    Fiducient Advisors

    Hartford, CT
    2 days ago
  • $50k - $94k

     ...Join RBC and help clients thrive and communities...  ...You will embrace RBC Wealth Management's core values and culture...  ...Manager and Client Associate responsibilities....  ...oversee operational tasks, support Client Associates,...  ...running smoothly including onboarding, training and... 
    Suggested
    Full time
    Work at office
    Flexible hours

    RBC Capital Markets, LLC

    Glastonbury, CT
    1 day ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...  ...responsible for providing client service support to potentially multiple Financial... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    4 days ago
  • $25 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...  ...committed to an in-office culture that supports collaboration, engagement, and career... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    2 days ago
  •  ...Capital Markets, LLC in Farmington, CT, is seeking a Client Associate/Registered Client Associate to serve financial...  ...efficient service. You will handle inquiries, onboarding, account maintenance, and compliance while supporting advisors in growing their business. You'll... 

    RBC Capital Markets, LLC

    Hartford, CT
    2 days ago
  • $44k - $66k

     ...Description Embrace RBC Wealth Management’s core values and inclusive...  ...advisors and our clients. As a Client Associate/Registered Client Associate...  ...research and resolve problems, onboard new accounts, process and...  ...-time off. Leaders who support your development through... 
    Full time
    Flexible hours

    RBC

    Glastonbury, CT
    22 hours ago
  •  ...understanding our clients' needs and...  ...About Us Harbor Wealth Planning is a multigenerational...  ...private wealth management team within...  ...Registered Private Client Associate who wants to...  ...include: Supporting Financial Advisors...  ...Coordinating the onboarding and ongoing service... 
    Relocation

    Janney

    Hartford, CT
    2 days ago
  • Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services...  ...with exceptional booking experiences and personalized support. By partnering with trusted travel providers, we make planning... 
    Remote job
    Flexible hours

    HB Travels

    Hartford, CT
    22 hours ago
  • $130k - $150k

     ...handling commercial real estate transactions independentlyStrong drafting, negotiation, and client counseling skillsExcellent attention to detail and business judgmentAbility to manage multiple transactions simultaneouslyResidence within approximately one hour of... 

    CyberCoders

    Manchester, CT
    7 days ago
  • $100k - $198k

     ...coverage platform and a national client base Handle sophisticated...  ..., and recommendations Manage meaningful matters from beginning...  ...with highly responsive partners, associates, and legal staff Build your coverage practice in a supportive environment that values strong... 
    Full time
    Temporary work
    Remote work
    Flexible hours

    Orion Placement

    Rocky Hill, CT
    1 day ago
  • $185k - $245k

     ...Patent Legal AssociateA Patent Legal Associate's job description involves supporting patent attorneys and agents by...  ...research, preparing legal documents, and managing deadlines related to patent...  ...and managing communications with clients and patent offices.Pay Rate: $185,... 
    Work at office

    Hatch Global Search

    Hartford, CT
    4 days ago
  •  ...Compliance Attorney to coordinate firm-wide activities related to compliance with outside counsel guidelines, audit requests, vendor management, client assessments, and ISO certification materials. The role interfaces with clients, auditors, and internal teams to ensure risks... 

    Robinson+Cole

    Hartford, CT
    4 days ago
  • $180k - $217.5k

     ...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the...  ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best Law Firms". This position... 
    Flexible hours

    Jackson Lewis

    Hartford, CT
    2 days ago
  •  ...We operate deeply inside our clients' hiring processes not as an external...  ...decade of regulatory risk management, data governance, fintech...  ...Experience: From early-career associates, compliance analysts,...  ...process. No spamming. Support refining your resume for the... 
    Contract work

    Catalyst Labs, LLC

    Hartford, CT
    22 hours ago
  • $90k - $140k

     ...estate planning practice with meaningful client impact Build deep expertise in estate...  ...in a stable, well-established firm Supportive, professional environment that values mentorship...  ...legal guidance in plain English Manage an independent caseload in a fast-paced... 
    Full time
    Work at office

    Orion Placement

    Glastonbury, CT
    11 days ago
  • State of Connecticut's Division of Criminal Justice in Hartford seeks a Deputy Assistant State's Attorney or an Apprentice Prosecutor. The role involves prosecuting criminal matters, reviewing cases, and guiding investigations with a strong emphasis on impartial justice...

    State of Connecticut

    Hartford, CT
    2 days ago
  • $157.2k - $298.8k

     ...provide day-to-day general legal support for Pratt & Whitney’s entity management function as corporate governance...  ...house.Good standing with a state bar association and in-house counsel registration...  ...with peers, internal clients, and external customers. Superior... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Raytheon

    East Hartford, CT
    7 days ago
  • $190k - $275k

    Job details: Real Client Exposure. Meaningful Litigation Work. This Jobot Job is hosted...  ...,000 per year A bit about us: We are a management-side law firm focused on workplace and...  ...policies, compliance, and risk mitigation Support clients with dispute resolution... 
    Local area

    Jobot

    Hartford, CT
    4 days ago
  • An established industry player seeks a Peer Support Specialist to empower individuals facing mental health and substance use challenges...  ..., you will provide compassionate support and advocacy, helping clients navigate their recovery journeys. Collaborating with an... 

    Catholic Charities

    Hartford, CT
    3 days ago
  • $130k - $150k

     ...loan documentationStrong analytical, drafting, and client counseling skillsAbility to independently manage transactions from inception through closingStrong attention...  ...-quality transactional work, and a platform that supports both professional growth and business development.... 

    CyberCoders

    Manchester, CT
    7 days ago
  • $195k - $210k

     ..."Top Ranked" Am Law 200 firm, seeks an associate with three to five years of experience to...  ...combination of talent that affords our clients a depth and breadth of experience. Our lawyers...  ...role will be initially responsible for supporting the transactional side of our practice,... 
    Contract work
    Work at office
    2 days per week
    3 days per week

    Robinson+Cole

    Hartford, CT
    1 day ago
  • $65k - $85k

     ...Provide high-level administrative support and paralegal assistance in a...  ...and the Office of Talent Management. This role is responsible for...  ...AND EXPERIENCE: Education: Associate’s Degree in Secretarial Sciences...  ...: Knowledge of Attorney-Client Privilege, legal terminology,... 
    Contract work
    Work at office
    Flexible hours

    ReNEW Schools

    Hartford, CT
    4 days ago
  •  ...legal services, personalized client attention, and long-standing community...  ...on planning strategies, wealth preservation, and asset...  ...Work closely with clients and support staff to ensure exceptional service and efficient case management Qualifications: Active Connecticut... 
    Local area

    Bonham Solutions

    Hartford, CT
    1 day ago
  •  ...litigation practice in Hartford, CT. The attorney will independently manage a plaintiff PI caseload from intake through resolution, handling...  ..., motions, mediations, and trial while delivering excellent client service. The ideal candidate has 5+ years of plaintiff PI... 

    Crawford Thomas Recruiting

    Hartford, CT
    3 days ago
  •  ...Epic, Madison, WI (relocation required). Join our legal team to manage complex litigation and counsel on regulatory, competition,...  ...more. Represent the company in high-stakes legal proceedings and support growth into new global markets. Responsibilities Manage multi‑million... 
    Relocation

    Epic

    Hartford, CT
    2 days ago
  •  ...Planner / Drafter (Senior Associate level) to join our growing US Private Client & Tax practice in...  ...international practice supporting attorneys in the preparation...  ...taxable estates, wealth transfer strategies, and...  ...Maintain organised document management, including version... 
    Private practice
    Flexible hours

    Charles Russell Speechlys

    Hartford, CT
    3 days ago
  • Day Pitney is seeking an associate with 2-3 years of commercial litigation...  ...; handling day-to-day case management; and participating in trial...  ...attorneys represent clients of all sizes, including some...  ...in-office collaboration. To support both, the firm offers a hybrid... 
    Contract work
    Work at office
    Remote work
    Flexible hours
    2 days per week

    Day Pitney LLP

    Hartford, CT
    22 hours ago
  • Community Partners in Action seeks a Case Manager for Hartford Transitional House in Hartford, CT. The role centers on intake, assessments, and developing a Residential Individual Service Plan to support residents’ progress and transition goals. You will coordinate services... 

    Community Partners in Action

    Hartford, CT
    4 days ago
  •  ...ORION PLACEMENT seeks an attorney to manage a substantial plaintiff personal injury caseload from intake through trial. You will work...  ...experience. Hartford, CT with hybrid flexibility offers cross-state exposure and meaningful client service opportunities. #J-18808-Ljbffr... 

    Orion Placement

    Hartford, CT
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Associate - Wealth Management Support & Onboarding. Be the first to apply!