Senior Registered Client Associate
$55k - $90kRoyal Bank of Canada
Senior 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 Senior 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-have 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 the mindset of how you can make advisors more efficient and effective Series 7 and 66 (or 63/65) licenses Ability to adapt to a rapidly changing business and technology environment What'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 applicable 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 Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business The expected salary range for this particular position is $55,000 - $90,000, 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 culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Address: 1211 6TH AVENUE:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried
$55k - $90k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours$34.62 - $52.4 per hour
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Assist Financial...SeniorOngoing contractFull timeWork experience placementWork at officeImmediate start$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...SeniorFull timeFlexible hours- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on account services and capabilities...SeniorWork at officeFlexible hours
- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high-net... ...access with deeply personalized client relationships. Our multigenerational team... ...Description We are seeking a highly capable Senior Associate to take on elevated responsibilities in...SeniorWork at office
$75k - $85k
...Job Overview We’re looking for a Registered Client Associate to provide white‑glove service to ultra high net worth clients. Responsibilities keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation...Full timeWork at office$55k - $90k
...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...Full timeFlexible hours- ...Registered Wealth Management Client Associate NEW YORK, New York 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...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...Full timeWork at officeFlexible hours$25 - $44 per hour
Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially... ...be obtained within a specified timeframe if being hired into a registered job code. Possesses advanced industry knowledge and an...Hourly paySeasonal workShift workDay shift- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...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...Work at officeLocal area
- ...financial expertise with a strong focus on understanding clients' goals to help them pursue the lives they want. Drawing... ...support responsible, compliant advice. Role Description The Registered Client Service Associate is a full-time, on-site role based in New York, United...Full timeWork at office
$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$26.5 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$68.3k - $79.8k
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...Temporary workWork at officeLocal area$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...SeniorMinimum wage- ...Life Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class... ...expectations in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
$35.36k - $90k
...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 the full capabilities...Full timeTemporary workWork at officeLocal area$100k - $120k
...professional and personal goals is the best way to help our clients and advance our business. With a 200-year legacy and a... ...career. Brown Brothers Harriman is currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York...SeniorWork at officeLocal area- ...UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...
$29.24 - $36.54 per hour
...Job Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client...Hourly payWork experience placementWork at officeHome office- ...5+ countries. Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping the media strategies... ...on the team to lead, grow, and make an impact. As a Senior Associate in Client Strategy, if you're excited about building strong client...SeniorWork experience placementLocal area
$34.32k - $90k
...Position Summary 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 by engaging and utilizing the full capabilities...Work at officeLocal area- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$70k - $110k
...Gainor Staffing is seeking an experienced Financial Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration...Work at office$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location... ...cash management capabilities. Assist senior team members with projects aimed at... ..., for example, certain FINRA-registered roles for which in-office attendance...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...SeniorWork at office$35.9 per hour
Advisor Development Program Client Associate The Wealth Management Client Associate - Advisor Development Program (WMCA‑ADP) is an entry role... ...engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing....Hourly payWork experience placementLocal areaImmediate startShift workDay shift$34.32k - $90k
...Job Description 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...Full timeTemporary workWork at officeLocal area
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