Current jobs related to Client Associate/Registered Client Associate - St Paul - RBC Capital Markets, LLC

  • Client Service Center Associate

    3 weeks ago

    St Paul, United States Alerus Full time

    This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm). Position Summary: The Client Service Center Associate is responsible for answering a wide range of incoming calls from...

  • Registered Wealth Management Client Associate

    1 month ago

    Saint Paul, United States Bank of America Full time

    Description : Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...

  • Client Relations Associate

    2 weeks ago

    St. Petersburg, Florida, United States CW Business Development Full time

    Position OverviewThe Client Relations Associate will concentrate on implementing best practices in customer engagement, support, sales, marketing, and other essential business functions. This role is pivotal in enhancing the organization's growth by delivering personalized customer care to each client.This position will provide comprehensive training from...

  • Brokerage Registered Client Service Associate

    4 weeks ago

    St Augustine, United States Truist Financial Corporation Full time

    This is an in-office position. Location options are: 814 A 1 A North, Ponte Vedra Beach, FL or 1100 Plantation Island Drive, St. Augustine, FL Responsible for the general servicing and support of the Financial Advisors. This includes administrative a Client Service, Brokerage, Financial Advisor, Associate, Registered, Broker, Retail

  • Wealth Management Client Associate

    17 hours ago

    Saint Paul, Minnesota, United States Bank of America Full time

    About the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Registered Wealth Management Client Associate, you will play a critical role in supporting our Financial Advisors and Wealth Management teams in delivering exceptional client...

  • Client Services Associate

    1 month ago

    St Louis, United States Delta Dental of Missouri Full time

    Join our team! Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital...

  • Wealth Management Client Associate

    6 days ago

    Saint Paul, Minnesota, United States Bank of America Full time

    About the RoleMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Registered Wealth Management Client Associate, you will play a critical role in helping clients pursue their financial goals through a personal relationship with their...

  • Client Service Associate

    3 days ago

    St Louis, Missouri, United States first-bank Full time

    Job SummaryAt First-Bank, we are seeking a highly organized and detail-oriented Sr Client Service Associate to join our team. As a key member of our Financial Services department, you will play a critical role in providing exceptional customer service and administrative support to our Financial Advisors.Key ResponsibilitiesProvide clerical assistance,...

  • Client Services Associate

    3 weeks ago

    St Louis, United States Delta Dental of Missouri Full time

    Join our team! Are you a customer-centric professional with a knack for building strong relationships and solving complex issues? Delta Dental of Missouri is seeking a dedicated Client Services Associate to be the operational and administrative linchpin for our client partners. You will play a vital role in client satisfaction, retention, and relationship...

  • Client Services Associate

    2 weeks ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping others?Become a Financial Services Representative.Experience a vibrant work environment where you can focus on your professional growth and career development, assisting clients through incoming calls. You will also be preparing for a pivotal role at Fidelity's Investor Centers. Launch your...

  • Client Services Associate

    6 days ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping individuals achieve their financial goals?Become a vital part of our organization as a Financial Services Representative.Experience a vibrant workplace where you will have dedicated opportunities for personal and professional development, assisting clients through inbound communications. You...

  • Client Services Associate

    2 weeks ago

    St. Louis, United States Fidelity TalentSource LLC Full time

    Financial Services RepresentativeAre you passionate about helping others?Become a Financial Services Representative.Experience a vibrant work environment where you can focus on personal and professional growth, assisting clients through incoming inquiries. You will be preparing for a pivotal role at Fidelity's Investor Centers. Kickstart your career in...

  • Senior Client Service Associate

    3 months ago

    St Petersburg, United States Raymond James Financial Services Full time

    Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportuniti Client Service, Associate, Customer Service, Senior, Operations, Training, Retail

  • Association Services Client Services Representative

    3 months ago

    St Petersburg, United States Truist Financial Corporation Full time

    Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing e Client Service, Representative, Service, Processing, Client, Retail

  • Front Office Associate

    3 months ago

    St Paul, United States Nystrom & Associates, Ltd. Full time

    As a. Front Office Associateat Nystrom & Associates, you will be the first point of contact for clients - answering phones, cheerfully greeting clients, registering and scheduling clients, collecting co-pays, and acting a liaison between our mental h Office Associate, Associate, Office, Mental Health, Behavioral Health, Business Services, Patient

  • Sr Client Service Associate

    3 months ago

    St. Louis, United States first-bank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing clerical assistance including filing of customer...

  • Client Service Associate- St. Louis, MO

    3 months ago

    St Louis, United States Raymond James Financial Services Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail

  • Client Services Associate

    2 weeks ago

    St Louis, United States Commerce Bank Full time

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...

  • Associate Client Relationship Specialist

    2 weeks ago

    Saint Paul, Minnesota, United States Compeer Financial Full time

    About Us:Compeer Financial is a leading provider of financial solutions tailored for the agricultural sector, offering a comprehensive suite of financing programs to agribusinesses engaged in the sale of crop inputs and seeds across the United States. We empower agribusinesses with a robust financing platform that facilitates seamless loan approvals and...

  • Registered Nurse

    2 weeks ago

    St. Marys, Georgia, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a travel nurse RN specializing in the Operating Room for an exciting opportunity in a dynamic healthcare environment.Position OverviewSpecialty: Operating Room (OR)Discipline: Registered Nurse (RN)Employment Type: Travel NursingAs an Operating Room Nurse, you will be an integral part of the surgical team, ensuring that...

Client Associate/Registered Client Associate

2 months ago

St Paul, United States RBC Capital Markets, LLC Full time

Job Summary

Job Description

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 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 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 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

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:

400 ROBERT STREET NORTH:SAINT PAUL

City:

Saint Paul

Country:

United States of America

Work hours/week:

10

Employment Type:

Part time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-26

Application Deadline:

2024-08-09

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.


RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.