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

Wealth Management Client Associate: Grow & Serve

RBC

RBC Wealth Management is seeking a Client Associate or Registered Client Associate to support financial advisors and clients from the Scottsdale branch. You will handle client inquiries, maintain account records, and ensure compliance while collaborating with advisors to grow business. You will transfer funds, process trades, and prepare client communications in a fast-paced, professional environment. A degree or related experience, strong communication, and licensing willingness are required. #J-18808-Ljbffr RBC

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Grow & Serve in Scottsdale, AZ vacancy
  •  ...Wealth Management Client Associate Scottsdale, Arizona To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Scottsdale, AZ
    2 days ago
  •  ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...  ...positively impact the communities we serve. Job Description: This job is responsible... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Scottsdale, AZ
    1 day ago
  •  ...the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture...  ...integral part of our branch serving financial advisors and our clients. As a Client Associate or Registered Client Associate...  ...help our advisors manage and grow their business. Demonstrate a... 
    Suggested
    Full time
    Flexible hours

    RBC

    Scottsdale, AZ
    5 days ago
  • RBC Wealth Management in Scottsdale seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage onboarding, account...  ...training and development opportunities to grow within wealth management across platforms. #J-18808... 
    Suggested
    Flexible hours

    RBC Capital Markets, LLC

    Scottsdale, AZ
    23 hours ago
  •  ...prospective and existing clients and other branch...  ...to organize, manage, and track multiple...  ...Client Service Associate who is a motivated...  ...solver to join our growing team. This essential...  ...Responsibilities: Serves as first point of...  ...company providing wealth management, capital... 
    Suggested
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Scottsdale, AZ
    3 days ago
  • $84k - $92k

     ...relationships with sophisticated clients? Join Vanguard’s Advice & Wealth Management Division as an Ultra High Net Worth...  ...expertise, with opportunities to grow and explore future roles within Advice...  .... In this role, you will: Serve as the initial contact for UHNW clients... 
    Hourly pay
    Work experience placement

    慨正橡扯

    Scottsdale, AZ
    3 days ago
  • Raymond James is seeking a Registered Client Associate in Scottsdale, AZ to work onsite with our wealth management team. You will assist financial advisors, handle client inquiries, and manage accounts and data in CRM and planning software. The ideal candidate has 3+ years... 

    Raymond James

    Scottsdale, AZ
    2 days ago
  • **Job Description Summary**Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.The ideal candidate is strong in administration, detail... 
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Scottsdale, AZ
    4 days ago
  •  ...the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace...  ...support advisors in managing and growing their business, while maintaining...  ...acts as a player-coach, serving as the primary liaison between... 
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Scottsdale, AZ
    more than 2 months ago
  • $74.5k - $77.5k

     ...At Vanguard, we have a client-first mentality that...  ...Our Client Relationship Associates fulfill our mission by...  ...have a passion for serving others, building your...  ...and client relationship management (CRM) skills to engage...  ...market leader. Here, we grow by doing the right... 

    Vanguard Group, Inc.

    Scottsdale, AZ
    9 hours ago
  • Job Summary Our team is driven by a personal approach to wealth management for each client. We are seeking a Registered Client Associate who shares our long‑term vision and values. Key Responsibilities Daily interactions with clients - basic inquiries, account information... 
    Work at office

    Raymond James

    Scottsdale, AZ
    2 days ago
  •  ...prospective and existing clients and other branch staff...  ...ability to organize, manage, and track multiple, detailed...  ...Client Service Associate who is a motivated, detail...  ...problem solver to join our growing team. This essential...  ...! Responsibilities: * Serves as first point of contact... 
    Work experience placement
    Work at office

    Raymond James

    Scottsdale, AZ
    2 days ago
  •  ...Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor Network serves as a strategic partner to One2One Wealth...  ...service, supporting advisors, and managing day-to-day office operations. This... 
    Full time
    Fixed term contract
    Monday to Friday

    Mariner Advisor Network

    Scottsdale, AZ
    9 hours ago
  •  ...IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise...  ...which we can provide support to our clients. Responsibilities: Provides exceptional...  ...and client relationship management (CRM) skills. Serves as the initial point of contact for... 
    Contract work
    Work experience placement
    Shift work
    Day shift

    IMCS Group

    Scottsdale, AZ
    a month ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  .../or other duties directed by local management Administrative Support: Answering... 
    Work at office
    Local area

    Morgan Stanley

    Scottsdale, AZ
    5 days ago
  • $50k

     ...by setting you up for success! Services Associates take part in a comprehensive paid onboarding...  ...can expect:Opportunities to stretch and grow: your professional and personal...  ...have regularly scheduled 1X1's with their manager. That's because feedback is a gift, and everyone... 
    Full time
    Work at office
    Immediate start
    Remote work
    Home office
    Shift work
    3 days per week

    PURE Insurance

    Scottsdale, AZ
    15 hours ago
  •  ...Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop... 
    Work at office

    Squaremouth

    Scottsdale, AZ
    2 days ago
  •  ...is a cloud based CRM business owners app which also includes Field Service Management, Sales & Marketing Automation We are located in Scottsdale Kierland area and rated us one of fast-growing companies in the Phoenix valley. Job Description Competitive, goal oriented... 
    Local area

    TheRIIM LLC

    Scottsdale, AZ
    1 day ago
  • $110k - $120k

     ...mitigate risk, strengthen partnerships, and grow net revenue. You’ll thrive at the intersection of strategy, relationship management, and measurable impact in this role. What...  ...measurable outcomes and impact. Proven ability to serve as the internal executive advocate for... 
    Work experience placement
    Live in
    Immediate start
    Remote work
    Work from home
    Flexible hours

    GrabJobs

    Scottsdale, AZ
    2 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Scottsdale, AZ. The role focuses on building trusted client relationships, handling administrative tasks, and educating clients on digital tools.... 

    Socket.dev

    Scottsdale, AZ
    2 days ago
  •  ...Litigation Counsel who will serve as both a lead...  ...key architects of our growing litigation team. This...  ...role combines hands‐on management of complex civil cases...  ...and working lead for associates and staff; assigning work...  ...stakeholders -  Interface with clients, opposing counsel,... 

    1787 Legal Group

    Scottsdale, AZ
    5 days ago
  •  ...Coleman, PLLC, is a boutique employment (management side) and municipal law firm with...  ...located in Scottsdale and Mesa, Arizona is growing and adding a Litigation Attorney. If you...  ...recommendation and support. Communicate with clients and counsel. Propound and respond to... 
    Work at office

    Pierce Coleman PLLC

    Scottsdale, AZ
    5 days ago
  • Alera Group is seeking an Employee Benefits Assistant Client Manager to deliver proactive client service, thoughtful benefits strategy, and a high-touch experience for clients and employees. The role is hybrid with in-office days in Scottsdale and Chandler, Arizona, and... 
    Work at office

    Alera Group, Inc.

    Scottsdale, AZ
    3 days ago
  •  ...general direction of the Legal Services Managing Attorney provides supervision and guidance...  ...services and representation to eligible clients. This job class is treated as FLSA Exempt...  ...regulations and legal documents as appropriate to serve clients and to meet the needs of the... 
    Work at office

    Salt River Pima-Maricopa Indian Community

    Scottsdale, AZ
    3 days ago
  •  ...on responsibility quickly, and grow as a leader in the role, have...  ...litigation practice Must be able to manage multiple deadlines and...  ...team. Must have the desire to serve on leadership in MDLs. Must have...  ...relationships with colleagues, staff, clients, opposing attorneys, and court... 
    Full time
    Work at office

    Denovo Review

    Scottsdale, AZ
    23 hours ago
  • $80.4k - $316.3k

     ...preparation of the company's annual proxy/information statements, manage directors' & officers' questionnaires and participate in the...  ...and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Scottsdale, AZ
    1 day ago
  •  ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered...  ...required. Strong communication skills and ability to manage multiple client requests efficiently. Benefits Competitive... 
    Full time

    Masis Professional Group

    Scottsdale, AZ
    2 days ago
  • $108k - $200k

     ...we do and we’re looking for associates who are passionate about delivering...  ...Attorney, you’ll represent clients under both commercial and...  ...and proactive approach to case management.Job DescriptionKey...  ...NTD concentrations required to serve as lead counsel on more complex... 
    Full time
    Temporary work
    Part time
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours
    Night shift

    Nationwide

    Scottsdale, AZ
    3 days ago
  •  ...Client Services Associate IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team!...  ...hydration and vitamin therapy services. Schedule appointments, manage client intake forms, and ensure accurate medical... 
    Full time
    Part time

    IV Nutrition

    Scottsdale, AZ
    1 day ago
  • A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in... 

    Masis Professional Group

    Scottsdale, AZ
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate: Grow & Serve. Be the first to apply!