Registered Client Associate
3 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 Software
Additional Job Details
Address:
100 2ND AVENUE SOUTH:ST. PETERSBURG
City:
St. Petersburg
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-04-15
Application Deadline:
2024-05-31
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.
-
Registered Client Associate
3 weeks ago
SAINT LOUIS, United States Wells Fargo & Company Full timeAssist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rel Client Associate, Financial Advisor, Registered, Client Support, Associate, Client Service, Banking
-
Registered Client Associate
1 month ago
St. Petersburg, United States Royal Bank of Canada Full timeJob 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...
-
Saint Cloud, 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...
-
Client Associate/Registered Client Associate
3 weeks ago
Saint Cloud, Minnesota, United States Royal Bank of Canada Full timeJob 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...
-
Registered Client Service Associate
3 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
3 days 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 Associate
3 weeks ago
Saint Paul, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * educate clients on account services and capabilities * keep management systems up-to-date with client information * help with the preparation of reports and other materials for client meetings * collect the right...
-
Associate Attorney
4 weeks ago
Saint Petersburg, United States Wood & Wood, P.A. Full timeJob DescriptionJob DescriptionWe are seeking an Associate Attorney to become a part of our team that focuses on civil litigation. You will represent clients in legal proceedings, draw up legal documents and advise clients on settlement.Responsibilities:Completing initial discovery including interrogatories and responses to requests for production.Completing...
-
Associate Advisor
7 days ago
Saint Louis, United States Precision Wealth Strategies LLC Full timeJob DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...
-
Associate Attorney
2 weeks ago
Saint Petersburg, United States Royal Palm Legal Services, PA Full timeJob DescriptionJob DescriptionWe are seeking an Associate Attorney to become a part of our team! You will represent plaintiffs/claimants in workers' compensation proceedings, draw up legal documents and advise clients on legal transactions.Responsibilities:Represent clients in courtAttend depositions and hearingsPrepare and draft legal documents on...
-
Service Associate
2 weeks ago
Saint Petersburg, United States Raymond James Financial Full timeUnder general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist Raymond James' clients in researching and resolving escalated issues. Recommends solutions to moderately complex problems. E Associate, Operations, Retail, Service, Skills
-
Real Estate Sales Associate
4 days ago
Saint Petersburg, United States The Reserves Network Inc Full timeJob DescriptionJob DescriptionReal Estate Sales AssociateCompetitive salary of $60K base, draw against commission with an opportunity to earn $100K+Saint Petersburg, FL Monday – Friday, 8 AM- 5 PM, on-site dailyDirect Hire opportunity: Enjoy stability, growth opportunities, and direct access to client’s benefitsMedical, Dental, Vision, 401k, and PTO...
-
Entry Level Marketing Associate
12 hours ago
Saint Petersburg, United States NCO Ent. Full timeJob DescriptionJob DescriptionNCO 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...
-
Trade Processing Associate
2 weeks ago
Saint Petersburg, United States Raymond James 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...
-
Senior Client Service Associate
2 weeks 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...
-
Senior Client Service Associate
5 days ago
St Petersburg, United States Raymond James Financial Incorporated Full timeJob 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 projects. Will...
-
Registered Behavior Technician
4 weeks ago
Saint Petersburg, United States Adapt & Transform Behavior Full timeJob DescriptionJob DescriptionATBx is a locally-owned, ABA company committed to addressing the diverse needs of the populations we serve. We are currently seeking Registered Behavior Technicians (RBTs) in the St Pete/ Pinellas county area to join our team! We offer full and part-time positions. Our RBTs work directly with children and youth in foster care...
-
Registered Behavior Technician
3 weeks ago
Saint Petersburg, United States Adapt & Transform Behavior Full timeJob DescriptionJob DescriptionATBx is a locally-owned, ABA company committed to addressing the diverse needs of the populations we serve. We are currently seeking Registered Behavior Technicians (RBTs) in the St Pete/ Pinellas county area to join our team! We offer full and part-time positions. Our RBTs work directly with children and youth in foster care...
-
RN - Registered Nurse - ICU - Nights
3 weeks ago
Saint Petersburg, United States BayCare Full timeJob DescriptionWhere Expertise Meets Compassionate Care!Every day, our Registered Nurses deliver a level of excellence and compassionate care to our patients in the ICU. Positions details: Location: St. Anthony's Hospital – Medical/Surgical ICU – St. Petersburg, FloridaStatus: Full TimeShift: 6:45 PM - 7:15 AMEvery other weekend requirementOn Call:...
-
RN - Registered Nurse - ICU - Nights
4 weeks ago
Saint Petersburg, United States BayCare Full timeJob DescriptionWhere Expertise Meets Compassionate Care!Every day, our Registered Nurses deliver a level of excellence and compassionate care to our patients in the Intensive Care Unit. Positions details: Location: St. Anthony's Hospital – Medical/Surgical ICU – St. Petersburg, FloridaStatus: Full TimeShift: 6:45 PM - 7:15 AMEvery other weekend...