Registered Client Associate

1 month ago


Houston, Texas, 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
  • 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 Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

750 TOWN AND COUNTRY BOULEVARD:HOUSTON

City:

Houston

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



  • Houston, Texas, United States AMIRI Full time

    Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join its Houston location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...


  • Houston, Texas, United States Tier2Tek Client Full time

    The CAD Programmer is instrumental in evolving our software applications through the development and personalization of AutoCAD solutions, catering to the distinct needs of our projects and clientele. This role capitalizes on specialized skills in AutoCAD programming and scripting, significantly enhancing the precision and efficiency of our design and...


  • Houston, Texas, United States Deilegal Full time

    AM Law 100 Firm's Houston office is seeking associates to join its corporate practice.RequirementsExperience: Seeking to hire highly qualified midlevel associate with law firm experience to join our finance practice group in our Houston office. The associate will join our market-leading finance group, with a focus on asset-based lending. Other finance work...


  • Houston, Texas, United States McGuireWoods LLP Full time

    M&A and Energy Transactional Sr. Associate Job ID: 2931 Position: Associate (Lateral) Location: Houston, TX Practice Area: M&A & Energy Transactional Open Date: Wednesday, October 4, 2023 Job Function: Legal Contact: Courtney McHugh Job Description: The Houston office of McGuireWoods seeks an Associate to join its Mergers & Acquisitions and Energy...

  • Master Data Associate

    4 weeks ago


    Houston, Texas, United States NES Fircroft Full time

    Assignment Scope: Description The Master Data Associate will be responsible for completion of assigned processes and activities in the global SAP & GEP/MDG Supply Chain Master Data space. Master Data encompasses both material master and vendor master data within this role. Nature of work is transactional and follows the function's established training and...


  • Houston, Texas, United States Deilegal Full time

    AM Law 100 Firm's Houston office is seeking associates to join its Life Sciences/Intellectual Property practice.RequirementsExperience: Seeking a midlevel to senior associate with one to seven years of patent prosecution experience in a biotechnology practice, along with an advanced degree, preferably a Ph.D., in a life sciences technology area. Patent bar...


  • Houston, Texas, United States Frost Bank Full time

    Job DescriptionIt's about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet?...

  • Registered Nurse

    3 days ago


    Houston, Texas, United States Texas Children's Hospital Full time

    Registered Nurse - TC Outpatient WSH Women's Pavilion Job SummaryWe are searching for a Outpatient Registered Nurse (RN) with Women's Services at the Women's Pavilion someone who works well in a fast-paced setting.In this position the staff nurse is responsible for phone triage for OB/GYN patients, referrals, communication with outside offices, working in...

  • Engineering Associate

    3 weeks ago


    Houston, Texas, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Richardson Barr is looking for a Reserves Engineer who can work independently and with investment bankers, staff engineers/geologists and clients to contribute to the success of the firm. This is an opportunity to work with RBC Richardson Barr, one of the premier Acquisition & Divestiture (A&D) firms in...


  • Houston, Texas, United States Willis Towers Watson Full time

    Job DescriptionResponsibilities:Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation...


  • Houston, Texas, United States WTW Full time

    The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation, and optimization Incorporation of specialized...


  • Houston, Texas, United States WTW Full time

    The RoleMaterially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation, and optimization Incorporation of specialized health...


  • Houston, Texas, United States Willis Towers Watson Full time

    Job DescriptionThe RoleMaterially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation, and optimization Incorporation of...


  • Houston, Texas, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Richardson Barr is looking for a Petroleum Engineer who can work independently and with investment bankers, staff engineers/geologists and clients to contribute to the success of the firm. This is an opportunity to work with RBC Richardson Barr, one of the premier Acquisition & Divestiture (A&D) firms in...


  • Houston, Texas, United States German American Chambers of Commerce Full time

    Join our Global Mobility Tax Practice as a Bilingual (German/English) Global Mobility Expatriate Tax Associate in Houston, TX. In this role, you will have the opportunity to build a solid foundation in the field of expatriate tax services and contribute to the success of our clients. This role offers valuable experience and growth potential within our Global...

  • Project Manager

    2 days ago


    Houston, Texas, United States Bureau Veritas Full time

    Title: Project ManagerDepartment: Industry & Facilities, Industrial Inspections (INI)Reports To: Director of Operations, Indirectly reports to Senior Project ManagerLocation: Houston, TXSummary: The primary goal of the Project Manager is to demonstrate the value of our service to clients by reducing their overall cost by improving our operating...

  • Project Coordinator

    1 month ago


    Houston, Texas, United States CIVE Full time

    A project coordinator works with a design and construction teams in the AEC industry to ensure projects stay on track by lining up permits and expediting the permit process for all parties.Identify the permitting application process by town/county/municipality in our geographic operating area.Research and setup MUD districts/City requirements for Water Taps...


  • Houston, Texas, United States Bank of America Full time

    Job Description:Job DescriptionAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...


  • Houston, Texas, United States Alvarez and Marsal Full time

    Description Director/ Senior Director, Portfolio Tax Services (PTS) Partnership EmphasisAlvarez & Marsals Portfolio Tax Services team is composed of seasoned tax professionals experienced in providing tax compliance and consulting services to portfolio companies of private equity funds. Our professionals have significant experience supporting PE-backed...


  • Houston, Texas, United States Accliive Inc Full time

    Mainframe z/OS System EngineerJob DescriptionThe Mainframe z/OS System Programmer is responsible for delivery and support of Mainframe z/OS operating system and all other associated support services on the platform.Responsibilities include Ability to understand the client's overall Mainframe z/OS setup across the various Systems/LPARs in different...