Client Associate/Registered Client Associate
rbc
What is the opportunity? 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 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 escalateto 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 or the willingness to get licensed within 12 months of hire Ability to adapt to a rapidly changing business and technology environment Nice-to-have Current FINRA registrations Financial services experience 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 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. 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 Knowledge Customer Service Customer Service Management Group Problem Solving Identifying Sales Opportunities Interpersonal Relationship Management Oral Communications Perseverance and Follow-Through Product Services Sales Activities Additional Job Details Address:
8888 KEYSTONE CROSSING:
INDIANAPOLIS City: Indianapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform:WEALTH MANAGEMENT
Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-15 Application Deadline: 2026-10-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr rbc- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...SuggestedFull timeFlexible hours
- ...Client Associate/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 Client Associate/Registered Client Associate, become a trusted resource...SuggestedFlexible hours
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the...SuggestedWork at office
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...RBC Wealth Management’s Indianapolis branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with a client-first approach. You will assist with onboarding, documentation, and correspondence in a fast-paced, compliant environment...
$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...represented Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred Bachelor'...- ...most weight in helping you achieve your vision of a well-invested future. We are seeking a talented and resourceful Client Services Associate . The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist...Temporary workWork experience placementLocal area
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
- ## Client Experience AssociateApply: IN - Fishers (46038): Full time: Posted Today: R237338# **Position Overview**At PNC, our people... ...to contribute to the company’s success. As a Client Experience Associate within PNC's retail banking organization, you will be based in...Full timeTemporary workPart timeWork experience placementWork at office
- ...well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor... ...motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will partner closely with...Work at officeLocal area
$50k
...Job Description Job Description Helping Clients Succeed. Helping Professionals Thrive. Simons Bitzer is a boutique CPA firm... ...services. OVERALL SUMMARY OF POSITION Simons Bitzer & Associates is seeking a motivated, organized, and detail-oriented Client...$20 - $25 per hour
...a personalized approach, T. Ray Phillips and his team empower clients to achieve their financial goals while safeguarding their legacy... ...Qualifications • High school diploma or equivalent, required • Associate or bachelor’s degree, preferred • 2+ years’ experience in an...Hourly payPart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Client Services Associate Indianapolis, Indiana, United States Or refer someone Job Openings Client Services Associate About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences...Remote workFlexible hours
- ...confidence. 5. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications: Genuine desire to help others and make a positive...Remote workWork from home
- Description As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey with us. Your friendly demeanor, problem-solving skills, and attention to detail will help us maintain the high level of service...Work at office
- ...Practical Nurse (LPN); Licensed Master Social Work (LMSW); Certified Social Worker (C-SW); Licensed Social Worker (LSW); Licensed Registered Nurse (RN) preferred. \nCompany Description Professional Management Enterprises is a minority and veteran owned business...Weekly payWork experience placementWork at office
$11k - $75.37k
...review and security clearance as a condition of employment. Failure to maintain security eligibility may result in termination. Registered for Selective Service (males born after 12-31-1959) Suitable for Federal employment New employees to the Defense Finance and Accounting...Permanent employmentFull timeContract workTemporary workPart timeSummer workCasual workWork at officeRemote workRelocationTrial periodRelocation package- ...Transactional Associate Attorney Seeking a Transactional Associate Attorney to manage real estate, corporate, and contract matters, including drafting, review, client advisory, and real estate documentation. Key Responsibilities: Handle real estate, corporate...Contract workWork at office
$80k - $120k
Corporate Attorney Company: The Ghoman Group Job Title: Corporate Attorney Employment Type: Full-Time Work Arrangement: On-Site Salary: $80,000 - $120,000 per year (Based on experience) Location: 5855 Rockville Rd, Indianapolis, IN 46224 Position Overview The Ghoman...Full timeContract workWork at officeLocal area- ...compliance with relevant laws and regulations while representing clients throughout the pre-litigation lifecycle and guiding matters... ...Off PackageWho You Are:Juris Doctor Degree from an American Bar Association-Accredited Law SchoolActive Member in Good Standing with State...
- Hamilton County law firm is seeking two full-time litigation attorneys to join its practice with a focus on insurance defense and insurance coverage litigation. Our attorneys are given the opportunity to develop and manage their own cases while receiving mentoring and ...Full timeWork at officeRemote work
- ...will work closely with personnel across the Firm and the US Region, focusing on the review and resolution of conflicts related to new clients and matters. Responsibilities: Review and analyze new business submissions to identify legal and business conflicts of interest....Work at officeLocal areaRemote workFlexible hours
- ...juvenile or appellate courts Conducts legal and factual review of the case; evaluates the legal and factual evidence for, or against, the client; engages in pretrial motion practice; and takes and defends depositions Consults with client, interviews witnesses and consults...Work at office
$165k - $195k
...focused on serving companies operating and investing in the middle market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid‑size businesses and growth‑oriented startups across the United States. Our teams...Temporary workWork at officeShift work$85.02k
Work for Indiana Begin a fulfilling career with the State of Indiana by joining one of the largest employers in the state, offering a range of opportunities across 60+ agencies. At the state, you'll find competitive compensation, a robust benefits package and a commitment...Work experience placementWork at office- To serve as a professional staff employee of the Indiana State Police whose primary responsibility is to provide legal assistance to Department Commanders and personnel. RESPONSIBILITIES Provide legal information to Department Commanders and personnel concerning legal ...Work at office
- ...is primarily responsible for drafting, reviewing, negotiating, interpreting, and managing commercial contracts, leases, Business Associate Agreements (BAAs), and other legal documents. Responsibilities Serve as the organization's primary legal advisor for contract, leasing...Full timeContract workCasual workLocal areaMonday to FridayAfternoon shift
$85.02k - $140.34k
...Salary Statement: For attorneys with less than five years of experience since licensure, this position will be classified as Attorney Associate and traditionally starts at an annual salary of $67,314. For attorneys with 5 or more years of experience since licensure, this...Full timeInternshipWork at officeRemote work- ...(DSV) is seeking an experienced Attorney to join our Construction Law practice. This role will focus on advising and representing clients across the construction industry, including owners, developers, general contractors, subcontractors, and design professionals. The...Contract workFor contractorsFor subcontractorWork at office
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