![Royal Bank of Canada](https://media.trabajo.org/img/noimg.jpg)
Client Associate/Registered Client Associate
1 month 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 Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
5355 TOWN CENTER ROAD:BOCA RATONCity:
Boca RatonCountry:
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
-
Client Services Associate
6 days ago
Boca Raton, Florida, United States Pendulum Staffing Full timeJob OverviewWe are seeking a dedicated Client Services Associate to join our team at Pendulum Staffing. This role is essential in providing exceptional support and hospitality to our clients.Key ResponsibilitiesManage the reception area, including greeting visitors and answering incoming calls.Coordinate the reservation and setup of conference rooms for...
-
Client Relationship Associate
6 days ago
Boca Raton, Florida, United States RBC Full timeJob OverviewWhat is the opportunity?Join RBC Wealth Management and embody our core values while contributing to a supportive environment for both financial advisors and clients. As a Client Relationship Associate, you will serve as a reliable resource for our clients, advisors, and branch operations. Utilize your administrative and operational expertise to...
-
Client Relations Associate
7 days ago
Boca Raton, Florida, United States Fresh Meal Plan Full timePosition OverviewAre you enthusiastic about promoting a healthier lifestyle and assisting others in achieving their wellness goals? If so, you might be the perfect fit for our team at Fresh Meal Plan. We are dedicated to providing our clients with nutritious, portion-controlled meal plans that make healthy living accessible and enjoyable.About UsFounded in...
-
Client Support Associate
6 days ago
Boca Raton, Florida, United States Ranger Technical Resources Full timeSales Support SpecialistPosition Overview:A prominent organization in the data sector is seeking a Sales Support Specialist to enhance their expanding workforce. In this capacity, you will collaborate with internal Sales and various departmental teams to facilitate customer onboarding with relevant solutions. Additionally, you will manage general inquiries...
-
Client Success Strategist
6 days ago
Boca Raton, Florida, United States TransUnion Full timeWhat We Offer:At TransUnion, we foster a dynamic and inclusive atmosphere that promotes teamwork and innovation. We are continually investigating new technologies and methodologies to remain agile. This culture empowers our employees to refine existing skills and cultivate new competencies while uncovering their potential.Become an integral part of our...
-
Client Success Strategist
6 days ago
Boca Raton, Florida, United States TransUnion Full timeWhat We Offer:At TransUnion, we foster a vibrant and inclusive atmosphere that promotes teamwork and innovation. We are continually investigating new technologies and methodologies to remain agile. This environment allows our employees to refine existing skills and develop new competencies while uncovering their potential.Become a vital part of our...
-
Client Relationship Specialist
6 days ago
Boca Raton, Florida, United States Seacoast Bank Full timePosition Overview:The Client Relationship Specialist plays a vital role in fostering connections with clients to comprehend their financial aspirations and recommend suitable products and services. This role encompasses both advisory and transactional duties, necessitating a commitment to honesty, integrity, and authenticity. The position may involve travel...
-
Client Support Specialist
6 days ago
Boca Raton, Florida, United States Qepcorporate Full timeCustomer Service RepresentativeBusiness Unit: QEP Worldwide HeadquartersLocation: Boca Raton, FLQ.E.P. is a prominent global supplier of premium, innovative, and value-oriented flooring and installation solutions. We manufacture, market, and distribute a wide array of hardwood, porcelain, SPC, vinyl, carpet tile, and laminate flooring, along with...
-
Client Relationship Specialist
1 day ago
Boca Raton, Florida, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryAt PNC Financial Services Group, we recognize that our employees are our most valuable asset and key to our success in the financial industry. We are committed to creating a collaborative and inclusive environment where every team member feels appreciated and empowered to contribute to our collective achievements. As a Client...
-
Client Relations Supervisor
3 days ago
Boca Raton, Florida, United States Matchstick Full timePosition OverviewCompany Overview:Matchstick is an innovative and rapidly expanding financial services organization dedicated to fostering the growth and development of its team members. Our mission is to empower individuals to achieve their financial aspirations, particularly as they navigate the complexities of retirement. With a steadfast commitment to...
-
Investment Associate
4 weeks ago
Boca Raton, Florida, United States Hennion & Walsh Full timeInvestment AssociatePeople often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take...
-
Licensed Client Consultant II
6 days ago
Boca Raton, Florida, United States Flagstar Bank Full timePosition OverviewThe Licensed Client Consultant II at Flagstar Bank is dedicated to delivering exceptional service by addressing client inquiries and providing comprehensive product information tailored to meet their financial objectives. This role emphasizes client relationship management, retention strategies, and facilitating connections with essential...
-
Client Relationship Specialist
6 days ago
Boca Raton, Florida, United States UBS Full timeLocation: United StatesPosition Overview:As a Client Relationship Specialist, you will play a pivotal role in ensuring exceptional service delivery to our clients. Your responsibilities will include:Maintaining accurate management systems with up-to-date client information.Educating clients on available account services and features.Assisting in the...
-
Nonprofit Recruitment Client Services Specialist
23 hours ago
Boca Raton, Florida, United States BridgePoint Associates Full timeClient Services Consultant, Nonprofit RecruitingLocation: Fully Remote; flexible hours Compensation: This is a 1099, commission-only position with significant earning potential. BridgePoint Associates, a national recruiting firm, is seeking Client Services Consultants to enhance its business development initiatives. We are looking for driven, self-motivated...
-
Boca Raton, Florida, United States BridgePoint Associates Full timeClient Services Consultant, Nonprofit RecruitingLocation: Fully Remote; flexible hours Compensation: This is a 1099, commission-only position with excellent earning potential. BridgePoint Associates, a recruiting firm with a national presence, is on the lookout for Client Services Consultants to enhance its business development initiatives. We are in search...
-
Litigation Associate
20 hours ago
Boca Raton, Florida, United States Beauchamp, Sang, Gonzales & Philpott, P.A. Full timeJob OverviewWe are seeking a dedicated litigation associate to enhance our expanding defense practice at Beauchamp, Sang, Gonzales & Philpott, P.A. The successful candidate will have between 1 to 4 years of substantial litigation experience and must demonstrate exceptional written and verbal communication abilities.Key Responsibilities:Advocate for clients...
-
Luxury Client Consultant
6 days ago
Boca Raton, Florida, United States Moncler Full timePOSITION SUMMARY:Deliver an outstanding client experience by guiding customers in making selections that align with their preferences, aspirations, and unique style. Foster a premier client experience that nurtures enduring client relationships while achieving and surpassing individual and store objectives.KEY RESPONSIBILITIES:Interact with clients in line...
-
Client Relationship Specialist
6 days ago
Boca Raton, Florida, United States Citibank Full timePosition Overview: The Universal Banker plays a crucial role in delivering outstanding service to both internal and external clients, collaborating closely with the Branch team. The primary goal is to efficiently manage all service transactions (such as deposits, payments, address modifications, card replacements, and dispute resolutions) alongside sales...
-
Client Relations Specialist
6 days ago
Boca Raton, Florida, United States The Law Offices of Kanner & Pintaluga P A Full timeThe Law Offices of Kanner & Pintaluga P A Client Relations SpecialistThe Law Offices of Kanner & Pintaluga P A, a prominent firm specializing in personal injury and property damage, is in search of a dedicated Client Relations Specialist to enhance their team.Position Overview:Oversee client communications and interactions within the Personal Injury...
-
Personal Client Specialist
6 days ago
Boca Raton, Florida, United States Moncler Full timePOSITION SUMMARY:Deliver an outstanding client experience by guiding customers in their purchasing decisions that align with their preferences, aspirations, and individual style. Strive to create a remarkable client journey that fosters enduring relationships while meeting and surpassing personal and store objectives.KEY RESPONSIBILITIES:Interact with...