Client Associate/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. Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts. Goals should reflect and align with the overall business plan of the FA(s) this person supports. 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 Additional Job Details Address: 57 RIVER STREET: WELLESLEY City: Wellesley Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-08-15 Application Deadline: 2024-10-05 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. #J-18808-Ljbffr
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Client Advocate Associate
3 months ago
Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full timeJob DescriptionJob DescriptionDeland, Gibson always seeks to provide industry-leading customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate Associate plays a...
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Client Advocate Associate
3 months ago
Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full timeJob DescriptionJob DescriptionJob Description: Deland, Gibson always seeks to provide industry leading customer service through risk reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate...
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Wealth Management Client Associate
7 days ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a member of our team, you will be responsible for providing excellent client service, educating clients on our banking...
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Client Services Representative
7 days ago
Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timeClient Advocate Associate at Deland, Gibson Insurance Associates Inc.Become a vital part of our team at Deland, Gibson Insurance Associates Inc., a reputable insurance agency committed to delivering outstanding service since 1900. Our mission is to assist clients in managing their Total Cost of Risk effectively.We are in search of a Client Advocate Associate...
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Insurance Client Support Specialist
7 days ago
Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timeClient Advocate Associate at Deland, Gibson Insurance Associates Inc.Become a part of our esteemed team at Deland, Gibson Insurance Associates Inc., a prominent insurance agency committed to delivering outstanding service and assisting clients in managing their Total Cost of Risk.We are in search of a Client Advocate Associate to collaborate with a dedicated...
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Client Support Specialist
1 week ago
Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timeJob OverviewAt Deland, Gibson Insurance Associates Inc., we are committed to delivering exceptional customer service through proactive measures aimed at minimizing our clients' Total Cost of Risk.Our approach focuses on educating and collaborating with clients to develop a comprehensive Risk Management and Insurance Strategy that effectively reduces their...
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Client Service Representative
7 days ago
Wellesley, Massachusetts, United States Bank of America Full timeAbout the RoleThis is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.As a key member of our team, you will be responsible for providing excellent client service, educating clients on our...
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Insurance Client Support Specialist
2 weeks ago
Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timeJob OverviewAt Deland, Gibson Insurance Associates Inc., we are committed to delivering exceptional customer service through proactive measures aimed at minimizing our clients' Total Cost of Risk.Our approach involves educating and collaborating with clients to develop a comprehensive Risk Reduction and Insurance Strategy that effectively mitigates their...
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Front Desk associate
4 weeks ago
Wellesley, United States Fulham Salon Hair Workshop Inc Full timeBenefits: Bonus based on performance Paid time off Competitive Hourly Pay Career Growth Opportunities Fun and Energetic Environment Discount on Products and Services Job Summary: A salon Front Desk associate is the first person clients interact with when they enter a salon. The Front Desk associate oversees the basic day-to-day activities of the...
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Front Desk associate
1 month ago
Wellesley, United States Fulham Salon Hair Workshop Inc Full timeJob DescriptionJob DescriptionBenefits/PerksCompetitive Hourly PayCareer Growth Opportunities Fun and Energetic Environment Discount on Products and Services Job SummaryA salon Front Desk associate is the first person clients interact with when they enter a salon. Front desk associate oversees the basic day-to-day activities of the business and interact...
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Front Desk associate
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Wellesley, United States Fulham Salon Hair Workshop Inc Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performancePaid time offBenefits/PerksCompetitive Hourly PayCareer Growth OpportunitiesFun and Energetic EnvironmentDiscount on Products and ServicesJob SummaryA salon Front Desk associate is the first person clients interact with when they enter a salon. Front desk associate oversees the basic day-to-day...
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Wellesley, United States Elite Prospects Full timeJob DescriptionJob DescriptionWe are seeking an Associate Attorney to become a part of our team! You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions.Responsibilities:Represent clients in court or before government agenciesPrepare and draft legal documents on behalf of clientsAdvise clients...
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Tax Associate
2 months ago
Wellesley, United States The Planet Group Full timeJob Title: Tax AssociateCompany info: 11 person privately owned tax firm with a client base of high net worth individuals, partnerships and S-corps.Location: Wellesley, MA, 2-3 days/week in the office, hybridRequired: 2+ years of tax experience with a focus on high net worth individuals, partnerships or S-Corps.Job Description:We are seeking a highly...
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Tax Associate
2 months ago
Wellesley, United States The Planet Group Full timeJob Title: Tax AssociateCompany info: 11 person privately owned tax firm with a client base of high net worth individuals, partnerships and S-corps.Location: Wellesley, MA, 2-3 days/week in the office, hybridRequired: 2+ years of tax experience with a focus on high net worth individuals, partnerships or S-Corps.Job Description:We are seeking a highly...
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Customer Service Associate
2 weeks ago
Wellesley, Massachusetts, United States Fulham Salon Hair Workshop Inc Full timeJob OverviewWe are seeking a dedicated and personable Front Desk Associate to join our team at Fulham Salon Hair Workshop Inc. This role is pivotal as you will be the first point of contact for our clients, ensuring a welcoming atmosphere and smooth operations.Key Benefits:Performance-based bonusesGenerous paid time offAdditional Perks:Competitive hourly...
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Customer Relations Associate
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Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full timePosition OverviewAt Deland, Gibson Insurance Associates Inc., we are committed to delivering exceptional customer service through proactive measures aimed at minimizing our clients' Total Cost of Risk.Our approach involves educating and collaborating with clients to develop a comprehensive Risk Management and Insurance Strategy that effectively reduces their...
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J.P. Morgan Advisors
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Wellesley, United States JPMorgan Chase Full timeThe Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global...
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Wellesley, Massachusetts, United States Sun Life Full timeAbout the RoleThe Associate Director, Municipal Credit Research Analyst position is a key role within the Municipal Credit team at Sun Life. As a seasoned professional, you will be responsible for evaluating and monitoring municipal credits, actively contributing to municipal team discussions regarding market developments, and helping respond to client and...
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Wellesley, Massachusetts, United States Canon U.S.A., Inc. Full timeClient Services Representative: Print Production SpecialistLocationUS-MA-WellesleyCompany OverviewCanon Solutions America, Inc. is dedicated to empowering businesses of all sizes with leading-edge enterprise, production, and large format printing solutions, backed by exceptional professional services.Role OverviewThe Client Services Representative is...
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Wellesley, Massachusetts, United States Canon U.S.A., Inc. Full timeClient Services Representative: Print Production SpecialistLocationUS-MA-WellesleyCompany OverviewCanon Solutions America, Inc. is dedicated to empowering businesses of all sizes with leading-edge enterprise, production, and large format printing solutions, complemented by exceptional professional services.Position SummaryThis role is crucial for ensuring...
