Client Associate/Senior 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 experienceStrong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environmentNice-to-have
Current FINRA registrationsFinancial services experienceWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business
Job SkillsCustomer 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:
3550 LENOX ROAD NORTHEAST:ATLANTA
City:
Atlanta
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-05-03
Application Deadline:
2024-06-30
I
nclusion
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.
#J-18808-Ljbffr
-
Senior Client Associate
1 week ago
Atlanta, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations...
-
Associate Director Client Engagement
1 week ago
Atlanta, United States GTB Full timeDescriptionWho we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative...
-
Associate Director Client Engagement
2 weeks ago
Atlanta, United States GTB Full timeDescription Who we are: At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part...
-
Associate Client Advocate
7 days ago
Atlanta, United States WTW inc. Full timeThe Associate Client Advocate owns client service activities and client engagement of those activities through daily coordination of WTW resources (GSD). They are the primary point of contact for providing all service, escalation, and placement in order to meet the client's insurance and risk management needs. The Associate Client Advocate has a strong...
-
Client Service Associate
3 weeks ago
Atlanta, United States TalentLink Solutions Full timeWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our...
-
Client Service Associate
4 days ago
Atlanta, United States TalentLink Solutions Full timeWe are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our...
-
Client Service Associate I
4 weeks ago
Atlanta, United States Arthur J. Gallagher & Company Full timeThe Branch Client Service Associate is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role repor Client Service, Associate, Client Support, Service, Client Relations, Retail, Insurance
-
Client Partnerships Associate
1 week ago
Atlanta, United States Publicis Groupe Full time**Company Description** From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 25 years of experience and 1,000+ associates across 7 different countries, CJ (formerly...
-
Associate Manager, Client Relationship Manager
4 weeks ago
Atlanta, United States SS&C Full timeAssociate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...
-
Registered Client Service Associate
3 weeks ago
Atlanta, United States Raymond James Financial Incorporated Full timeJob 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 quality/high touch...
-
Client Service Associate
4 weeks ago
Atlanta, United States The Judson Group Full timeClient Service Associate – Wealth Management | Atlanta, Georgia Reference Number: MHH7467 Location: Atlanta, Georgia Judson Group has been retained by a holistic independent financial advisory firm in the search for a Client Service Associate . The firm is known for their commitment to building client relationships and providing individualized investment...
-
Senior SQL Developer
1 month ago
Atlanta, Georgia, United States Client Full time$62.50 per hour + Long term contract + Possible go permanent Fully remote Here is your chance to secure an immediately available contract with the possibility to go permanent working within a world leading insurance company Great opportunity to sink your teeth in challenging project work focused on migrating from a legacy ERP to a modern cloud-based SAP...
-
Client Service Associate, Wealth Management
7 days ago
Atlanta, United States Aprio Full timeWork with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are...
-
AAA PWM Client Service Associate
6 days ago
Atlanta, United States gpac Full timeJob Description Private Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate...
-
AAA PWM Client Service Associate
2 days ago
Atlanta, United States gpac Full timeJob Description Private Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate...
-
Registered Client Service Associate
7 days ago
Atlanta, United States Raymond James 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...
-
Senior Client Partner
1 month ago
Atlanta, United States Apex IT Services Full timeAPEX IT Services (APEX) is looking to hire an industry veteran and/or Senior Client Partner, preferably one who has experience in Utilities industry Domain, to be based-out of Atlanta, GA. Please send in your profile to preetha@apex-its.comPosition: Senior Client PartnerLocation: Atlanta, GAJob Description:This Industry veteran and/or Senior Client Partner...
-
Senior Client Partner
1 month ago
Atlanta, United States Apex IT Services Full timeAPEX IT Services (APEX) is looking to hire an industry veteran and/or Senior Client Partner, preferably one who has experience in Utilities industry Domain, to be based-out of Atlanta, GA. Please send in your profile to preetha@apex-its.comPosition: Senior Client PartnerLocation: Atlanta, GAJob Description:This Industry veteran and/or Senior Client Partner...
-
Senior Client Partner
1 month ago
Atlanta, United States Apex IT Services Full timeAPEX IT Services (APEX) is looking to hire an industry veteran and/or Senior Client Partner, preferably one who has experience in Utilities industry Domain, to be based-out of Atlanta, GA. Please send in your profile to preetha@apex-its.comPosition: Senior Client PartnerLocation: Atlanta, GAJob Description:This Industry veteran and/or Senior Client Partner...
-
Senior Associate
4 weeks ago
Atlanta, United States Neva Recruiting Full timeSenior Associate Manager Our client, a niche’ consulting firm, is expanding their Strategic Sourcing/Procurement Practice looking for Consultants – Associate, Senior Associate and Manager level with domain expertise in this area. Consultants enjoy reduced travel, work/life balance, competitive compensation, excellent benefits, remote work,...