Client Associate

4 weeks ago

Palm Beach Gardens, Florida, United States Royal Bank of Canada 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

WMUS

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:

3801 PGA BOULEVARD:PALM BEACH GARDENS

City:

Palm Beach Gardens

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted 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

  • Market Client Relationship Manager

    3 weeks ago

    Palm Beach Gardens, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Market Client Relationship Manager

    1 week ago

    Palm Beach Gardens, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Financial Advisor Support Associate

    2 weeks ago

    Palm Beach Gardens, Florida, United States PrideStaff Full time

    PrideStaff Financial is a nationally recognized staffing agency dedicated to supporting both clients and candidates. As an award-winning staffing solutions provider in business for over 40 years, PrideStaff has developed a reputation for exceptional service and high-quality placements among small, medium and large businesses across the nation and within all...

  • Sales Associate

    3 weeks ago

    Palm Beach Gardens, Florida, United States CHICO'S Full time

    We are customer obsessed, innovative, and have the best culture in retail. Join our team todayPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer...

  • Sales Associate

    1 week ago

    Palm Beach Gardens, Florida, United States CHICO'S Full time

    We are customer obsessed, innovative, and have the best culture in retail. Join our team todayPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer...

  • Sales Associate

    7 days ago

    Palm Beach Gardens, Florida, United States Chico's FAS, Inc. - Retail Full time

    We are customer obsessed, innovative, and have the best culture in retail.Join our team todayPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer...

  • Sales Associate

    2 weeks ago

    Palm Beach Gardens, Florida, United States BLOOMINGDALE'S Full time

    Job Overview:A Bloomingdale's Sales Professionals primary role is to guide and inspire our customers to make style a source of creative energy in their lives. With a passion for gracious service, an interest in fashion, styling talent and product knowledge proficiency, they establish and cultivate long term client relationships both in store and online. As a...

  • Sales Associate

    1 week ago

    Palm Beach Gardens, Florida, United States BLOOMINGDALE'S Full time

    Job Overview:A Bloomingdale's Sales Professionals primary role is to guide and inspire our customers to make style a source of creative energy in their lives. With a passion for gracious service, an interest in fashion, styling talent and product knowledge proficiency, they establish and cultivate long term client relationships both in store and online. As a...

  • Sales Associate- White House Black Market

    2 weeks ago

    Palm Beach Gardens, Florida, United States Chico's FAS Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Insurance Producer, Marine

    2 weeks ago

    Palm Beach Gardens, Florida, United States Marsh McLennan Agency Full time

    Insurance Producer, MarineOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you...

  • Insurance Producer, Marine

    1 week ago

    Palm Beach Gardens, Florida, United States Marsh McLennan Agency Full time

    Insurance Producer, MarineOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you...

  • Security Officer Speciality

    2 weeks ago

    Palm Beach Gardens, Florida, United States Allied Universal Full time

    Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage,...

  • Security Officer Speciality

    1 week ago

    Palm Beach Gardens, Florida, United States Allied Universal Full time

    Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage,...

  • Catering & Events Coordinator

    3 weeks ago

    Palm Beach Gardens, Florida, United States PGA National Resort Full time

    The Catering & Events Coordinator at PGA National Resort responsibilities: Essential job functions: Fielding and qualifying incoming leadsSupport the Catering Sales & Service Managers with any needs such as contract generation, lead support, banquet event order preparation, signage, resumes, proposals and any other assets needed to support sales &...

  • Sales Associate

    2 months ago

    West Palm Beach, Florida, United States Richemont Full time

    At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Sales Associate

    1 week ago

    West Palm Beach, Florida, United States Richemont Full time

    At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...

  • Senior Banquet Manager

    2 weeks ago

    Palm Beach Gardens, Florida, United States PGA National Resort Full time

    Summary: The Senior Banquet Manager oversees the managers, captains, and set up team. They are also responsible for ensuring proper set up and service of all banquet functions, supervising all banquet associates to ensure guest satisfaction, and maintain service standards as well as establishing rapport with the Catering and Convention Service team and...

  • Senior Banquet Manager

    1 week ago

    Palm Beach Gardens, Florida, United States PGA National Resort Full time

    Summary: The Senior Banquet Manager oversees the managers, captains, and set up team. They are also responsible for ensuring proper set up and service of all banquet functions, supervising all banquet associates to ensure guest satisfaction, and maintain service standards as well as establishing rapport with the Catering and Convention Service team and...

  • Commissioned Sales Associate

    3 weeks ago

    West Palm Beach, Florida, United States 24 Seven Talent Full time

    Client Overview:Our client is a leading retail brand, popular among consumers of all ages. With locations all over the country they pride themselves on creating an exceptional in-store experience.Sales Associate Overview:As a retail Sales Associate, you will provide outstanding customer service and demonstrate superior product knowledge to customers. You...

  • Sales Lead

    2 weeks ago

    Palm Beach Gardens, Florida, United States Chico's FAS Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.POSITION OBJECTIVE:The Sales Lead is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including great customer...