CLIENT ASSOCIATE/REGISTERED CLIENT ASSOCIATE

2 weeks ago

Norwell MA USA, 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:

80 WASHINGTON STREET:NORWELL

City:

Norwell

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-03

Application Deadline:

2024-05-01

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 jobs.rbc.com.

  • Client Associate/Registered Client Associate

    2 weeks ago

    Norwell, 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...

  • Client Associate/Registered Client Associate

    1 month ago

    Norwell, Massachusetts, United States Royal Bank of Canada Full time

    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...

  • CLIENT CARE ASSOCIATE

    7 days ago

    Lake Forest, CA 92630, USA, United States The Adecco Group Full time

    Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care Associate Pay Rate: $20/ HR Work Schedule: Monday to Friday, 5:00 AM - 2:00 PM Employment Type: Temp to Hire J Associate, Customer Care, Customer Service, Client, Retail, Staffing, Communication

  • CLIENT CARE ASSOCIATE

    7 days ago

    Lake Forest, CA 92630, USA, United States Adecco US, Inc. Full time

    Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care Associate Pay Rate: $20/HR Work Schedule: Monday to Friday, 5:00 AM - 2:00 PM Employment Type: Temp to Hire Job Summary: The Customer Care Associate will be responsible for providing exceptional customer service and...

  • Client Operations Analyst

    2 weeks ago

    Norwell, United States ESG Full time

    Client Operations Analyst Job Description POSITION INFORMATION Department Operations Reports To Client Operations Supervisor Work Location Norwell, MA Work Schedule Full Time Position Type Full-Time Rate Type Salary POSITION SUMMARY This position plays a key role in providing accurate, efficient customer support and services to each of our...

  • Client Operations Analyst

    2 weeks ago

    Norwell, United States ESG Full time

    Client Operations Analyst Job Description POSITION INFORMATION Department Operations Reports To Client Operations Supervisor Work Location Norwell, MA Work Schedule Full Time Position Type Full-Time Rate Type Salary POSITION SUMMARY This position plays a key role in providing accurate, efficient customer support and services to each of our clients. An...

  • Client Operations Analyst

    2 weeks ago

    Norwell, United States Energy Services Group Full time

    Client Operations AnalystJob DescriptionPOSITION INFORMATIONDepartment OperationsReports ToClient Operations SupervisorWork LocationNorwell, MAWork ScheduleFull TimePosition TypeFull-TimeRate TypeSalaryPOSITION SUMMARYThis position plays a key role in providing accurate, efficient customer support and services to each of our clients. An equally important...

  • Client Operations Analyst

    3 weeks ago

    Norwell, United States Energy Services Group Full time

    Job DescriptionJob DescriptionClient Operations AnalystJob DescriptionPOSITION INFORMATIONDepartment OperationsReports ToClient Operations SupervisorWork LocationNorwell, MAWork ScheduleFull TimePosition TypeFull-TimeRate TypeSalaryPOSITION SUMMARYThis position plays a key role in providing accurate, efficient customer support and services to each of our...

  • Registered Branch Associate

    7 days ago

    Wellesley Hills, MA, 02481, Norfolk County, MA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Sales & Customer Service Associate

    3 days ago

    Norwell, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Norwell; 10 Washington Street Norwell, MA 02061 Do you have a passion for helping others? At the Massage Envy Norwell franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our...

  • 2024 ASSOCIATES

    1 week ago

    Boston, MA 02110, USA, United States Edelstein & Company LLP Full time

    Major responsibilities:Work as part of an integrated team, under the direction of supervisors or senior associates completing various tax, healthcare, audit and consulting engagements.The ability to multi-task by working on simultaneous engagements. Obtain a working knowledge of the firm's technology and research techniques, to advance both your...

  • Client Service

    1 week ago

    Norwood, MA, United States The CCS Companies Full time

    The CCS Companies, a leader in Business Process Outsourcing (BPO), is currently looking to hire a qualified Account Coordinator to support our nationwide clients! As the Account Coordinator, you will be the first line of support to assist our clients with day to day requests regarding their current accounts via phone & email, and work with our Partnership...

  • Sales & Customer Service Associate

    3 weeks ago

    Norwell, Massachusetts, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Norwell; 10 Washington Street Norwell, MA 02061 Do you have a passion for helping others? At the Massage Envy Norwell franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our...

  • Sales & Customer Service Associate

    1 month ago

    Norwell, Massachusetts, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Norwell; 10 Washington Street Norwell, MA 02061 Do you have a passion for helping others? At the Massage Envy Norwell franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing...

  • Associate Director

    7 days ago

    Boston, MA, United States Linesight Full time

    Associate DirectorAs an Associate Director at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast industry experience which will open doors for you, extend your skillset and expand your perspective. We will empower, support, and...

  • PATIENT CARE ASSOCIATE

    7 days ago

    Newton, MA, USA, United States VPNE Parking Solutions, LLC Full time

    Under the direction of a registered/licensed nurse (RN), the Patient Care Associate (PCA) as a member of the interdisciplinary health care team assists in clinical support functions to promote a safe, compassionate patient care environment. Essential Patient Care, Associate, Patient, Nursing Assistant, Nurse, Healthcare, Equipment

  • Client Service

    1 week ago

    Norwood, MA, United States The CCS Companies Full time

    The CCS Companies, a leader in Business Process Outsourcing (BPO), is currently looking to hire a qualified Account Coordinator to support our nationwide clients!As the Account Coordinator, you will be the first line of support to assist our clients with day to day requests regarding their current accounts via phone & email, and work with our Partnership...

  • CLIENT SERVICE COORDINATOR

    6 days ago

    Austin, TX 78719, USA, United States AccentCare Full time

    Overview Why You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

  • CLIENT SERVICE COORDINATOR

    6 days ago

    El Paso, TX 79910, USA, United States AccentCare Full time

    Overview Why You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

  • Sales Associate

    5 days ago

    Gloucester, MA, United States Rocky's Full time

    Position Summary: This sales associate position is responsible for maintaining helpful customer service, processing sales quickly, accurately and efficiently and performing cash register operations. The sales associate position is responsible for the operations of our store and plays a key role in providing Amazing customer service by engaging the...