![Royal Bank of Canada](https://media.trabajo.org/img/noimg.jpg)
Registered Client Associate
1 month ago
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
- 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
#WMUS
#LI-SM3
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
Address:
1980 POST OAK BOULEVARD:HOUSTONCity:
HoustonCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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
-
Registered Nurse
3 days ago
Houston, Texas, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a skilled Registered Nurse - PRN to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will provide high-quality patient care and contribute to the overall success of our organization.Key ResponsibilitiesProvide Patient CareConduct thorough nursing assessments and develop individualized care...
-
Client Services Associate
1 week ago
Houston, Texas, United States Willis Towers Watson Full timeThe Client Relationship Associate plays a vital role in nurturing client partnerships, formulating strategies, and executing initiatives at the insurance program level. This position collaborates closely with a Producer and a Client Advocate within one of our Industry Vertical Divisions (IVD) or Geographical Divisions.Industry Vertical Divisions: Retail &...
-
Client Relations Associate
4 days ago
Houston, Texas, United States Diamond Advanedge inc Full timePosition OverviewAt Diamond Advanedge, we prioritize our customers in the hospitality sector. Our entry-level Client Relations Associates play a vital role in supporting local communities by promoting products and services from our diverse clientele, enhancing their brand visibility and community engagement.As a Client Relations Associate, you will...
-
Perioperative Registered Nurse
21 hours ago
Houston, Texas, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled and experienced Ambulatory Surgical Center Registered Nurse to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for providing high-quality patient care in a fast-paced and dynamic environment.Key ResponsibilitiesProvide Patient-Centered CareConduct thorough...
-
Ambulatory Surgical Center Registered Nurse
21 hours ago
Houston, Texas, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled and experienced Ambulatory Surgical Center Registered Nurse to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for providing high-quality patient care in a fast-paced and dynamic environment.Key ResponsibilitiesProvide Patient-Centered CareConduct thorough...
-
Client Support Associate
1 week ago
Houston, Texas, United States Circle K Stores, Inc. Full timePosition Overview Company: Circle K Stores, Inc. We are seeking a dedicated Client Support Associate to enhance our customer engagement and service experience. This role is essential in ensuring that our customers receive the highest level of support and assistance. Work Schedule The position offers flexible scheduling options, including: Part-time Day...
-
Wealth Management Client Associate
1 week ago
Houston, Texas, United States Fidelity Investments Full timeWealth Management Client AssociateA distinguished financial services firm is in search of a Wealth Management Client Associate. This position allows for remote work with occasional face-to-face interactions. The successful candidate should possess a Series 7 license and have 2-3 years of experience in the financial sector. Exceptional customer service and...
-
Wealth Management Client Associate
4 days ago
Houston, Texas, United States Fidelity Investments Full timeWealth Management Client AssociateA distinguished financial services firm is in search of a Wealth Management Client Associate. This position allows for remote work, complemented by occasional face-to-face meetings. The successful candidate should possess a Series 7 license along with 2-3 years of experience in the financial sector. Exceptional customer...
-
Wealth Management Client Associate
1 week ago
Houston, Texas, United States Fidelity Investments Full timeWealth Management Client AssociateA distinguished financial services firm is in search of a Wealth Management Client Associate. This position offers the flexibility of remote work, complemented by occasional face-to-face meetings. The successful candidate should possess a Series 7 license and have 2-3 years of experience in the financial sector. Exceptional...
-
Associate Client Advisor
3 weeks ago
Houston, Texas, United States Marsh Full timeMarsh is seeking candidates for our open Associate Client Advisor - Casualty within our Energy & Power practice.What can you expect: Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Associate Client Advisor role, you will develop an understanding of...
-
Client Services Associate
1 week ago
Houston, Texas, United States Felicia Olowu - State Farm Agent Full timeBecome a Vital Member of Our Insurance TeamAre you enthusiastic about assisting others and have a knack for guiding clients through their insurance choices? If this resonates with you, consider joining the team at Felicia Olowu - State Farm Agent.Key Responsibilities:Establish and nurture relationships with clients while providing continuous supportPerform...
-
Client Service Associate
1 week ago
Houston, Texas, United States Support Full timeWelcomeWe invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that make Comerica Bank a unique workplace. Make your next career decision with confidence.Position Qualifications: - Bachelor's degree from an accredited institution or a high school diploma with 4 years of experience in Financial or Retail sectors....
-
Ambulatory Surgical Center Registered Nurse
20 hours ago
Houston, Texas, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a highly skilled and experienced Ambulatory Surgical Center Registered Nurse to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for providing high-quality patient care in a fast-paced and dynamic environment.Key ResponsibilitiesProvide Patient-Centered CareConduct thorough...
-
Client Relations Associate
1 week ago
Houston, Texas, United States Kyle Lindner - State Farm Agent Full timePosition OverviewAre you a personable and service-oriented individual? If you thrive in environments where you interact with clients and enjoy providing assistance, a role with Kyle Lindner - State Farm Agent could be a great fit for you. Our agents specialize in promoting State Farm's insurance and financial service offerings.Key ResponsibilitiesUtilize a...
-
Client Relations Associate
3 days ago
Houston, Texas, United States Kyle Lindner - State Farm Agent Full timePosition OverviewAre you a personable and service-oriented individual? If you thrive in a public-facing role and enjoy assisting clients, a position with Kyle Lindner - State Farm Agent could be the perfect fit for you. Our agents specialize in marketing State Farm's insurance and financial service offerings.Key ResponsibilitiesUtilize a customer-centric,...
-
Client Relations Associate
1 week ago
Houston, Texas, United States Kyle Lindner - State Farm Agent Full timePosition OverviewAre you a personable and service-oriented individual? If you thrive in a public-facing role and enjoy assisting clients, this opportunity with a State Farm independent contractor agent could be a perfect fit for you. State Farm agents exclusively promote State Farm's insurance and financial service offerings.Key ResponsibilitiesImplement a...
-
Virtual Client Support Associate
1 week ago
Houston, Texas, United States Recooty Full timeJob Title: Virtual Client Support AssociateDepartment: Client SupportJob Overview:We are looking for a Virtual Client Support Associate to become a vital part of our team in the Hospitality sector. In this role, you will be tasked with delivering outstanding support to our customers and guests. This position allows you to work remotely, providing flexibility...
-
Senior Staff Registered Nurse
4 days ago
Houston, Texas, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Staff Registered Nurse to join our Gynecologic Oncology team at HealthEcareers - Client. As a key member of our interdisciplinary team, you will provide exceptional patient care, lead clinical activities, and contribute to the development of our service line.Key ResponsibilitiesLeadership and...
-
Treasury Management Client Support Associate
1 week ago
Houston, Texas, United States Linscomb & Williams Full timePosition OverviewThe Treasury Management Client Support Associate will play a vital role in delivering sales and support for Treasury Management solutions to esteemed internal clients. Key ResponsibilitiesThe Associate will:1. Assist high-profile clients with standard sales inquiries.2. Aid in the development of proposals and promote cross-selling...
-
Client Services Operations Associate
1 week ago
Houston, Texas, United States Atria Wealth Solutions Full timeAre you prepared to become part of a rapidly expanding network of broker-dealers in the financial services sector? At Atria, we empower independent financial professionals and investment programs within financial institutions, enabling them to deliver outstanding service to their clients and cultivate meaningful relationships. We are in search of a Client...