Client Associate/Registered Client Associate - Atlanta, GA
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business
- ...Oppenheimer & Co. Inc.'s Private Client Division Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Atlanta branch office. The RCSA's primary responsibility is to support Financial Advisors in sales...Suggested
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork experience placementWork at office
$23.52 - $39.17 per hour
...you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:Are you passionate about... ...so, LPL Financial is the place for you!This is an in-office Atlanta, GA employment opportunity that would allow you to support...SuggestedWork at officeWork from home- ...Full Time Job Reference # 342810BR City Atlanta Key Responsibilities Are you truly... ...take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date... ...on a financial team in Atlanta, GA. Your Skills And Experience series 7 and...SuggestedFull timeWork at officeFlexible hours
$57k - $76k
...Love building strong client relationships while keeping the details moving behind the scenes? As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP),... ...position is based out of our office in Atlanta, Georgia. After the 90-day training period...SuggestedWork experience placementSummer workWork at officeWork from homeWork visaMonday to FridayFlexible hours$168k - $189k
...Corporate Counsel Location: Atlanta, GA Business Unit: Corporate Department: Legal Employment Type: Employee- Full Time About the Role: The Corporate Counsel serves as a trusted legal advisor and strategic business partner, collaborating with stakeholders at all levels...Full timeWork at officeFlexible hours$160k
...Insurance Defense Attorney | Up to $160k Base | Atlanta, GA We Are Legal Revolution is looking for an Associate level candidate to join our Insurance Defense Practice... ...Caseload : Counsel on liability claims, advising clients on state‑specific regulations and complex legal...Full timeWork at office$90k - $115k
...hearings, mediations, and court appearances. Work directly with clients, providing strategic guidance and case updates. Collaborate... ...Function Legal Industry Law Practice and Legal Services Location Atlanta, GA For consideration please send your resume to jsilva(@)...Hourly payTemporary workLocal area$60 per hour
...a master calendar immigration hearing in Atlanta. Required : Admitted in a U.S. jurisdiction... ...: Immigration Court House, Atlanta, GA 2-3 hours of paid training, 4-5 hours... ...Description We work with top law firms, associations and corporations to connect professionals...- ...Monday - Friday. Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida. Responsible for the general... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.Essential Duties...Second jobWork at officeMonday to Friday
- ...Senior Registered Client Service AssociateSenior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in...Work at officeLocal area
- ...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...Job Details Address: 3550 LENOX ROAD NORTHEAST:ATLANTA City: Atlanta Country: United States of...Full timeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Work at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$200k - $315k
ATLANTA - LABOR & EMPLOYMENT ASSOCIATE ATTORNEYLabor & Employment Practice GroupLocation: Atlanta, GACheck out our job board for openings in other locations!HYBRIDOur client, a leading management-side labor and employment AmLaw 100 firm, is seeking an experienced Labor...Work at officeFlexible hours- ...in) For a junior-to-mid-level employment associate, the typical choice is frustrating: you... ...national Labor & Employment practice in Atlanta, offers a highly sophisticated alternative... ...giving you exposure to industry-leading clients across the country while based in...Work at officeImmediate start
- ...Savant Capital LLC, based in Atlanta, GA, is seeking a Client Services Associate to support our Turnkey Asset Management Program (TAMP). You will be the first point of contact for clients and prospects, assist with account openings, and help ensure a seamless service experience...
$45k - $54k
...Most client-facing roles ask you to answer phones and keep a calendar... ...finoBlue finoBlue is an Atlanta-based wealth management firm that... ...Role As Client Experience Associate, you are the first voice... ...-minute lunch break In-office, Atlanta, GA #J-18808-LjbffrWork at office- ...A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High...
- ...This is a hybrid role that will work in office 3 days per week and 2 days remote. This role will be located in Atlanta, GA. The Senior Client Support Associate Shared Services delivers relationship-based support for consumer and/or business clients, managing assigned...Work at officeRemote work3 days per week
- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Work at officeLocal areaWork visa
- ...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 officeShift workDay shift
- ...Client Service Associate Atlanta, GA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
- ...Agent So Fearth in Atlanta, GA is seeking a client-focused, entry-level Client Service Associate to support clients with questions, manage account information, and coordinate documentation. You will communicate professionally with clients and team members, handle scheduling...Full time
$120k - $175k
...UNDERWRITING COUNSEL ATTORNEY (HYBRID)NATIONAL COMMERCIAL REAL ESTATE TITLE OPERATIONSLocation: Atlanta, GA*PLEASE NOTE THIS IS FOR TITLE INSURANCE, NOT PROPERTY, RISK, ETC. INSURANCE!Our client, a national leader in commercial title and escrow services, is seeking a Commercial...Work at office3 days per week$125k - $150k
...Jobot is seeking a Senior Employment Law Attorney in Atlanta, GA. This established firm values experienced labor lawyers and offers hybrid work with a compensation range of $125,000 to $150,000 per year. Requirements include a JD from an accredited law school, GA bar...1 day per week- ...Markent Personnel is seeking a Labor & Employment Associate Attorney for its Atlanta, GA office. This hybrid role focuses on sophisticated management-side employment matters with strong litigation experience in a collaborative environment. Ideal candidates have a JD...Work at office
- ...Padgett Law Group in Atlanta, GA seeks an entry-level Attorney for its foreclosure practice. The role focuses on drafting and reviewing legal documents, tracking deadlines, and collaborating with state teams. You may shadow senior attorneys during court appearances, mediations...Remote workFlexible hours
- ...The LawStaff Group in Atlanta, GA is seeking an Associate Corporate Counsel to join its growing legal team. This hybrid role offers a base salary of $185,000–$225,000 with a 15–20% bonus potential and a supportive, in‑house environment. The ideal candidate holds a Juris...
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