Senior Client Associate/Senior Registered Client Associate

3 weeks ago

Indianapolis, United States Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior Client Associate/Senior Registered Client Associate, you will be responsible for fielding client inquiries, providing administrative support, assisting with marketing efforts, and managing daily workflow tasks. Social Media experience is a plus Strong organizational skills, attention to detail, and the ability to provide high-level client support are essential for this role. This role has opportunity for growth to assist the Financial Advisor in managing the team's roles and responsibilities. Don't miss out on this chance to join a top Financial Advisor at RBC in Indiana

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?

* Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.

* Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.

* Provide a high level of service to clients by understanding needs their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs.

* Research and review investments to meet clients' investment goals.

* Enter trades, open new accounts and gather assets

* Research complex problems in accounts and deliver an effective and acceptable resolution.

* Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring.

What do you need to succeed?

Must-have

* 5+ years of Registered Client Associate experience or related industry experience

* Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA

* Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations

* Computer proficiency

* Strong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice-to-have

* Bachelor's degree

* Salesforce experience

* Knowledge of Money Guide Pro planning software

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

#LI-SM3

Job Skills

Additional Job Details

Address:

8888 KEYSTONE CROSSING:INDIANAPOLIS

City:

Indianapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-04-12

Application Deadline:

2024-04-09

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. #J-18808-Ljbffr

  • Senior Client Associate/Senior Registered Client Associate

    3 weeks ago

    Indianapolis, Indiana, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) .As a Senior...

  • Senior Client Associate/Senior Registered Client Associate

    3 weeks ago

    Indianapolis, Indiana, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior...

  • Tax Senior Manager | Private Client

    3 weeks ago

    Indianapolis, United States Forvis Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess...

  • Tax Senior Manager | Private Client

    2 weeks ago

    Indianapolis, United States Forvis Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess...

  • Tax Senior Associate

    7 days ago

    Indianapolis, United States CBIZ, Inc. Full time

    With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...

  • Client Service Senior Manager

    2 weeks ago

    Indianapolis, United States JPMorgan Chase & Co. Full time

    Anticipate and manage work volumes, adhering to established policies and deadlines Collaborate with stakeholders to effectively resolve client issues / escalations Analyze and interpret client data to identify trends and develop department strategy D Client Service, Manager, Senior, Service, Project Management, Client Relations, Technology, Banking

  • Client Service Sr. Associate

    2 weeks ago

    Indianapolis, United States JPMorgan Chase Full time

    Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve client requests while working in partnership with...

  • Activities Associate

    3 weeks ago

    Indianapolis, United States Five Star Senior Living Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities...

  • Client Services Associate

    2 weeks ago

    Indianapolis, United States Danaher Corporation Full time

    Beckman Coulter Life Sciences mission is to empower those seeking answers to lifes most important scientific and healthcare questions. With a legacy spanning 80 years, we have long been a trusted partner to our customers, who are working to transfo Client Service, Associate, Science, Processing, Healthcare, Manufacturing, Retail, Benefits

  • Tax Senior Associate II

    7 days ago

    Indianapolis, United States CBIZ, Inc. Full time

    With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...

  • Senior Staff Accountant

    1 week ago

    Indianapolis, United States American Senior Communities Full time

    Senior Staff Accountant The Senior Staff Accountant is responsible for the day-to-day accounting and monthly financial statement closing processes as directed by the Controller, as well as supervising staff accountant activity, as needed. Key ResponsibilitiesProvides support and assistance to the Controller, V.P. of Financial Accounting and other staff as...

  • Tax Senior Associate

    3 weeks ago

    Indianapolis, United States FORVIS Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...

  • Senior Associate, Senior Project Manager

    3 days ago

    Indianapolis, United States Ross & Baruzzini Full time

    WHERE PASSION + PURPOSE ALIGN We are the curious. Problem solvers. Driven to unlock the potential in every system.Across five countries are 1,100 engineers, designers, and consultants collaborating to elevate the human experience, create more resilient communities, and protect the health of the planet. We transform the built environment by creating dynamic...

  • Entry Level Client Service Associate

    6 days ago

    Indianapolis, United States Maverick Solutions Full time

    Are you ready to kickstart your career in a dynamic and rewarding environment? We're seeking an Entry Level Client Service Associate to join our team and play a crucial role in fostering excitement about our clients' brands and products.Responsibilities:Provide exceptional face-to-face customer service, educating customers on the benefits of our clients'...

  • Entry Level Client Service Associate

    2 weeks ago

    Indianapolis, United States Maverick Solutions Inc Full time

    Are you ready to kickstart your career in a dynamic and rewarding environment? We're seeking an Entry Level Client Service Associate to join our team and play a crucial role in fostering excitement about our clients' brands and products.Responsibilities:Provide exceptional face-to-face customer service, educating customers on the benefits of our clients'...

  • Entry Level Client Service Associate

    1 week ago

    Indianapolis, United States Maverick Solutions Full time

    Are you ready to kickstart your career in a dynamic and rewarding environment? We're seeking an Entry Level Client Service Associate to join our team and play a crucial role in fostering excitement about our clients' brands and products. Responsibilities: Provide exceptional face-to-face customer service, educating customers on the benefits of our clients'...

  • Business Development

    6 days ago

    Indianapolis, United States American Senior Communities Full time

    Business Development & Sales Specialist Senior Living Division, Indianapolis The Business Development and Sales Specialist supports Senior Living (SL) to achieve maximum occupancy in the supported Senior Living communities, while meeting pre-determin Business Development, Sales Specialist, Senior, Development, Business, Specialist, Technology

  • Registered Branch Associate

    3 days ago

    Indianapolis, 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...

  • Registered Branch Associate

    1 day ago

    Indianapolis, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...

  • Client Service Professional

    3 weeks ago

    Indianapolis, United States Diamond Tax Service Inc Full time

    Job DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed.