Client Associate/Client Registered Associate

Found in: beBee jobs US - 2 weeks ago

Bloomfield Hills, Michigan, 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

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:

38505 WOODWARD AVENUE:BLOOMFIELD HILLS

City:

Bloomfield Hills

Country:

United States of America

Work hours/week:

40

Employment Type:

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

  • Donor Relations Coordinator

    Found in: beBee jobs US - 1 week ago

    Bloomfield Hills, Michigan, United States Cranbrook Educational Community Full time

    Donor Relations Coordinator – Central Advancement Founded by Detroit philanthropists George and Ellen Booth in 1904, Cranbrook Educational Community is one of the world's leading centers of education, science, and art. Comprised of a graduate Academy of Art, contemporary Art Museum, Center for Collections and Research, House and Gardens, Institute of...

  • SWAT Root Cause Engineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    Description - ExternalSWAT Root Cause EngineerAbout Us:Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in...

  • SWAT Root Cause Engineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    Description - ExternalSWAT Root Cause EngineerAbout Us:Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in...

  • Financial Center Manager

    Found in: beBee jobs US - 1 day ago

    Rochester Hills, Michigan, 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...

  • Consumer Investments Market Leader

    Found in: beBee jobs US - 5 days ago

    Farmington Hills, Michigan, 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...

  • Commercial Credit Underwriter I-II

    Found in: beBee jobs US - 5 days ago

    Auburn Hills, Michigan, 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...

  • Marketing Specialist

    Found in: beBee jobs US - 2 weeks ago

    Farmington Hills, Michigan, United States SoftTune Full time

    Position Marketing Specialist Job Duties Work with team to develop innovative promotional opportunities and campaigns; assist in market research and evaluation; work toward continual improvement of the overall organization; create and maintain effective relationships with consumers and clients; assist with communications media relations market research...

  • EMC Technician II

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Bureau Veritas Full time

    Position SummaryThis position is responsible for the accurate and timely testing of consumer products, reporting data, and writing technical reports. Objective Support Technical staff by providing timely and accurate test results and information. Major Roles & Responsibilities Knowledge of how to access the latest revisions of standards, protocols, and...

  • EMC Technician II

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Bureau Veritas Full time

    Position SummaryThis position is responsible for the accurate and timely testing of consumer products, reporting data, and writing technical reports. Objective Support Technical staff by providing timely and accurate test results and information. Major Roles & Responsibilities Knowledge of how to access the latest revisions of standards, protocols, and...

  • Hadoop Developer

    Found in: beBee jobs US - 1 week ago

    Farmington Hills, Michigan, United States Logging-in Full time

    Logging-in INC is one of the fastest growing IT consulting Firm for fortune 500 clients. We cater to the application development Support services needs of our clients and offer them technology-driven business solutions that meet their goals and corporate objectives.WHY US?Logging-in knows what is in demand in the IT industry. In the wake of providing the...

  • Android Developer

    Found in: beBee jobs US - 1 week ago

    Farmington Hills, Michigan, United States Logging-in Full time

    Logging-in INC is one of the fastest growing IT consulting Firm for fortune 500 clients. We cater to the application development Support services needs of our clients and offer them technology-driven business solutions that meet their goals and corporate objectives.WHY US?Logging-in knows what is in demand in the IT industry. In the wake of providing the...

  • Devops Devloper

    Found in: beBee jobs US - 1 week ago

    Farmington Hills, Michigan, United States Logging-in Full time

    Logging-in INC is one of the fastest growing IT consulting Firm for fortune 500 clients. We cater to the application development Support services needs of our clients and offer them technology-driven business solutions that meet their goals and corporate objectives.WHY US?Logging-in knows what is in demand in the IT industry. In the wake of providing the...

  • Senior ValidationEngineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    About Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant, a member of the...

  • Sr Sourcing Manager

    Found in: beBee jobs US - 1 week ago

    Rochester Hills, Michigan, United States Skansoft INC Full time

    Advanced Java (Skills - Core Java Spring Spring boot Microservices rest API Hibernate) A strong experienced Java lead has a hands-on experienced on below J2ee experience – Able to support and do development as a Java Lead having a Core Java Rest API Spring Spring boot Microservices PCF Hibernate Must have excellent communication skills.Requirements MUST -...

  • Are you looking for job change

    Found in: beBee jobs US - 2 weeks ago

    Farmington Hills, Michigan, United States Logging-in Full time

    Dear candidateWe are looking for the IT professionals to fulfill our client's requirements on a regular basis. Please revert us if you require any kind of job assistance or to know more about the transfer process. No visa constraints.Candidates looking for a Project Our Experienced Marketing Team will find you a rewarding project as quickly as possible. If...

  • SWAT Root Cause Engineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    SWAT Root Cause EngineerAbout Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant,...

  • SWAT Root Cause Engineer

    Found in: beBee jobs US - 3 days ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    About Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant, a member of the...

  • Payroll Analyst

    Found in: beBee jobs US - 1 week ago

    Farmington Hills, Michigan, United States MAHLE Full time

    SUMMARYThe Payroll Analyst provides support for payroll and payroll tax related topics and associated policy administration. Core responsibilities include coordination of payroll processing and payroll tax administration within the US region to assure accurate and timely completion of payrolls, as well as providing recommendations for process improvements...

  • Validation Engineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    Validation Engineer About Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant, a...

  • SWAT Root Cause Engineer

    Found in: beBee jobs US - 2 weeks ago

    Auburn Hills, Michigan, United States Cognizant Technology Solutions Full time

    SWAT Root Cause EngineerAbout Us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant,...