Registered Client Associate
4 weeks 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 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 Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
Address:
100 2ND AVENUE SOUTH:ST. PETERSBURGCity:
St. PetersburgCountry:
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 Client Service Associate
2 weeks ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Registered Client Service Associate
1 week ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary 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 Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Client Service Associate
2 weeks ago
St Petersburg, United States Raymond James Financial Services Full timeCelebrating 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
-
Registered Client Associate
2 weeks ago
Saint Petersburg, United States Royal Bank of Canada Full timeJob 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...
-
Senior Client Service Associate
1 week ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob SummaryUnder 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 opportunities for operational efficiency, productivity improvements and assisting with special projects. Will...
-
Client Service Associate Manager
2 weeks ago
St Petersburg, United States Ascendo Resources Full timeLead a team of Client Service Associates, ensuring their effectiveness and success.Evaluate and oversee representative performance, maintaining the highest standards of integrity.Address escalated customer complaints and handle complex situations with professionalism and empathy.Conduct training sessions for the customer service team to enhance their...
-
Senior Client Service Associate
1 week ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary 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 opportunities for operational efficiency, productivity improvements and assisting with special...
-
PEO Client Advocate
7 days ago
St Petersburg, United States Paychex Full timeOverview Acts as primary point of contact and key advocate for clients with responsibility for Client Retention and product utilization. Works with internal partners and leadership at all level to resolve client concerns and protect client satisfaction, retention and revenue. Works to entrench our position in the marketplace as a quality human resource...
-
Trade Operations Associate
1 day ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob SummaryCandidate uses specialized knowledge and skills in the financial services industry obtained through education, experience, specialized training and/or certification to provide support to the options trading team within Global Equities & Investment Banking (GEIB). Aids in the operations of the desk including order entry, trade clearing, order...
-
Litigation Associate
3 weeks ago
St Petersburg, United States Garcia Legal Search, LLC Full timeA regional firm is seeking a Litigation Associate to join their St. Petersburg office. The ideal candidate will have 3+ years of litigation experience, including litigating in federal and state court, handling depositions, court hearings, and arbitration hearings. This position requires the ability to handle complex cases, strong communication, research and...
-
Litigation Associate
3 weeks ago
St Petersburg, United States Garcia Legal Search, LLC Full timeA regional firm is seeking a Litigation Associate to join their St. Petersburg office. The ideal candidate will have 3+ years of litigation experience, including litigating in federal and state court, handling depositions, court hearings, and arbitration hearings. This position requires the ability to handle complex cases, strong communication, research and...
-
Trading Support Associate III
2 weeks ago
St. Petersburg, United States Raymond James Full timeTrading Support Associate III-2401549 Description Job Summary Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providing support in specific trading activities within an assigned functional area. Established procedures and prescribed guidelines are provided to perform a...
-
Trade Processing Associate
4 days ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Under limited supervision, uses specialized knowledge and skills in the financial services industry obtained through education, experience, specialized training and/or certification to provide support to the trading team(s) within Equity Capital Markets. Aids in the supervision of the desk including order entry, trade reconciliation, documenting...
-
Entry Level Marketing Associate
3 weeks ago
St Petersburg, United States NCO Ent. Full timeNCO is looking for an Entry Level Marketing Associate to join our growing marketing and promotions team. This team helps us run campaigns for our brand partners. We strive to launch our clients in style by creating exposure and acquiring new customers. The Entry Level Marketing Associate role offers plenty of room for advancement and a solid career path....
-
Associate Attorney
4 weeks ago
St. Petersburg, United States Moyer Law Group Full timeMoyer Law Group, a boutique construction litigation defense firm located in downtown St. Petersburg, Florida, is seeking a full-time Associate Attorney. Litigation experience is required. Ideal candidates will have two to five years of experience in the area of construction defect defense or an equivalent technical background. Moyer Law Group is...
-
Associate Attorney
3 weeks ago
St Petersburg, United States Moyer Law Group Full timeMoyer Law Group, a boutique construction litigation defense firm located in downtown St. Petersburg, Florida, is seeking a full-time Associate Attorney. Litigation experience is required. Ideal candidates will have two to five years of experience in the area of construction defect defense or an equivalent technical background. Moyer Law Group is...
-
Registered Client Service Associate
3 days ago
St Charles, United States Global Recruiters Network Inc Full timeClient Services and Advisory An RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory. Series 7 and 65 (or 66) is required Collaborate with Financial Advisors and other team members Perform service requests from FA's, as well as normal client service duties including, but not...
-
Registered Client Service Associate
3 weeks ago
St. Peters, United States Global Recruiters of Mid-Cities (GRN) Full timeClient Services and AdvisoryAn RIA client is seeking a Service Advisor for their firm in the St. Peters, MO area. The role is part Client Services and part Advisory.Series 7 and 65 (or 66) is requiredCollaborate with Financial Advisors and other team membersPerform service requests from FA's, as well as normal client service duties including, but not limited...
-
Special Events Associate
2 days ago
St Petersburg, United States The James Museum of Western & Wildlife Art Full timePRIMARY FUNCTION Reporting to the Deputy Director for Finance & Operations, the Special Events Associate actively promotes The James Museum as a desired venue for a variety of rental events. This staff member works with the events team and clients to schedule, organize and execute events at the museum. The Special Events Associate works with the Special...
-
Trading Support Associate III
1 week ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob Summary Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to lead others in providing support in specific trading activities within an assigned functional area. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring some evaluation, originality or...