Client Associate/Registered Client Associate
1 month ago
Job SummaryJob DescriptionWhat 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-haveBachelor's degree or job-related experienceStrong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environment Nice-to-haveCurrent FINRA registrationsFinancial services experienceWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities Access to a variety of job opportunities across businessJob SkillsAdditional Job DetailsAddress:2100 PENNSYLVANIA AVENUE NORTHWEST:WASHINGTONCity:WashingtonCountry:United
States of AmericaWork hours/week:40Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date: Application Deadline: Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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
-
Client Services Associate
1 week ago
Washington, Washington, D.C., United States Rishabh RPO Full timeJob OverviewPosition Title: Client Services AssociateCompany: Rishabh RPORole Summary:The Client Services Associate plays a crucial role in delivering exceptional support and information to clients regarding various tax obligations and related fees. This position involves a range of responsibilities aimed at ensuring accurate tax account management and...
-
Client Services Associate
3 days ago
Washington, Washington, D.C., United States Harrison Gray Search & Consulting Full timePosition OverviewHarrison Gray Search & Consulting is collaborating with a family office based on the West Coast to find a dedicated Associate for their Client Services division. This role is pivotal in enhancing client interactions and ensuring a seamless service experience.OUR CULTUREOur client promotes a culture of learning, inclusivity, and community...
-
Client Services Associate
3 days ago
Washington, Washington, D.C., United States Harrison Gray Search & Consulting Full timePosition OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This role is crucial in delivering exceptional service to clients.VALUES OF INCLUSION AND GROWTHThe organization promotes a culture that embraces diversity and values the unique...
-
Client Services Associate
3 days ago
Washington, Washington, D.C., United States Harrison Gray Search & Consulting Full timePosition OverviewHarrison Gray Search & Consulting is collaborating with a prominent family office on the West Coast to find a dedicated Associate for their Client Services division. This position is based in Washington DC.ENVIRONMENT OF GROWTH, DIVERSITY, AND COMMUNITY ENGAGEMENTThe organization promotes a culture that embraces diversity and values the...
-
Associate Manager, Client Relations
1 month ago
Washington, Washington, D.C., United States Danaher Full timeAldevron is an industry pioneer with a core competency in manufacturing for gene and cell therapy. We supply high-quality plasmid DNA, mRNA and proteins to our clients, who are breaking new ground on the world's most important and challenging solutions to benefit us all. We're looking for innovative, forward-thinking individuals who share our goals of...
-
RN - Float Pool - PRN - Nights
5 days ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeJob Summary:HealthEcareers - Client is seeking a skilled Registered Nurse to join our Float Pool team on a PRN basis, working nights. As a Float Pool RN, you will have the opportunity to work in various departments within the hospital, including Emergency Department, ICU, Cardiac Telemetry, Medical Surgical, and Medical Surgical- Adults & Peds.Key...
-
Travel Nurse RN
3 days ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Home Health Registered Nurse to join our team for a travel assignment in a dynamic healthcare setting.Job Summary:Provide high-quality patient care as a Home Health Registered Nurse in a travel assignment setting.Collaborate with healthcare teams to develop and implement individualized care plans.Conduct thorough...
-
Washington, Washington, D.C., United States Fannie Mae Full timeJob OverviewThe Business Account Management Solutions (BAMS) team is a multifaceted, client-focused organization that includes Account Teams, Servicing Strategy, Market Engagement, Client and Consumer Resource Centers, and Business Operations and Technology Support functions. Our mission-driven approach leverages partnerships with Single-Family lenders,...
-
Washington, Washington, D.C., United States Fannie Mae Full timeJob OverviewThe Business Account Management Solutions (BAMS) team is a collaborative, client-focused organization that includes Account Teams, Servicing Strategy, Market Engagement, Client and Consumer Resource Centers, and Business Operations and Technology Support functions. Our mission-driven approach leverages relationships with Single-Family lenders,...
-
Washington, Washington, D.C., United States Fannie Mae Full timeJob OverviewThe Business Account Management Solutions (BAMS) team is a collaborative, client-focused organization that integrates various Account Teams, including those dedicated to Affordable Lending, Servicing Strategy, Market Engagement, Client and Consumer Resource Centers, and Business Operations and Technology Support. Our mission-driven approach...
-
Diagnostic Imaging Specialist
3 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Travel CT Technologist to join their team. As a key member of the diagnostic imaging department, you will be responsible for operating CT scanners to produce high-quality images for medical diagnosis.Key ResponsibilitiesOperate CT scanners to produce high-quality images for medical diagnosisPrepare...
-
Travel Nurse RN Case Manager
5 days ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Registered Nurse Case Manager to join our team at HealthEcareers - Client. As a Case Manager, you will play a vital role in ensuring the highest level of patient care and satisfaction.Job ResponsibilitiesDevelop and implement effective care plans to meet the unique needs of patients.Collaborate with healthcare teams to...
-
Traveling RN
9 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeJob SummaryWe are seeking a skilled Travel Nurse RN to join our team at HealthEcareers - Client in a Liver Transplant unit. As a Travel Nurse RN, you will be responsible for providing high-quality patient care and collaborating with the healthcare team to ensure optimal patient outcomes.ResponsibilitiesProvide direct patient care to patients undergoing liver...
-
Radiologic Technologist
6 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Travel CT Technologist to join their team. As a key member of the diagnostic imaging department, you will be responsible for operating CT scanners to produce high-quality images for medical diagnosis.Key ResponsibilitiesOperate CT scanners to produce high-quality images for medical diagnosisPrepare...
-
Washington, Washington, D.C., United States Fannie Mae Full timeJob OverviewThe Business Account Management Solutions (BAMS) team is a collaborative, client-focused organization that includes Account Teams, Servicing Strategy, Market Engagement, Client and Consumer Resource Centers, and Business Operations and Technology Support functions. Our mission-driven approach enables us to leverage relationships with...
-
Washington, Washington, D.C., United States Fannie Mae Full timeJob OverviewThe Business Account Management Solutions (BAMS) team is a collaborative, client-focused organization that includes Account Teams, Servicing Strategy, Market Engagement, Client and Consumer Resource Centers, and Business Operations and Technology Support functions. Our mission-driven approach allows us to leverage relationships with Single-Family...
-
Correctional Counselor
8 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the RoleTalent4Health is seeking a skilled Social Work Specialist to join our team as a Licensed Professional Clinical Counselor for a local contract job in Washington, District of Columbia.Key ResponsibilitiesProvide counseling services to clients in a correctional settingDevelop and implement treatment plans to address client needsCollaborate with...
-
Social Work Specialist
9 hours ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeAbout the RoleTalent4Health is seeking a skilled Social Work Specialist to join our team as a Licensed Professional Clinical Counselor for a local contract job in Washington, District of Columbia.Key ResponsibilitiesProvide counseling services to clients in a correctional settingDevelop and implement treatment plans to address client needsCollaborate with...
-
Travel Social Work Specialist
4 days ago
Washington, Washington, D.C., United States HealthEcareers - Client Full timeJob Title: Travel Social Work SpecialistHealthEcareers - Client is seeking a skilled Social Work Licensed Professional Clinical Counselor for a travel job in Washington, District of Columbia.Job SummaryWe are looking for a highly motivated and experienced Social Work Licensed Professional Clinical Counselor to join our team as a Travel Social Work...
-
Client Account Coordinator II
1 week ago
Washington, Washington, D.C., United States Aon Full timeAccount Specialist IIAre you seeking a rewarding career opportunity? Consider a position with Aon.This role is primarily office-based.*Experience in Commercial Insurance is Highly Desirable*Key Responsibilities:Supporting Account Executives and Associate Account Executives with designated accountsOverseeing essential processes for client managementEngaging...
