Client Associate

3 weeks ago


Lancaster, 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 Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

2101 OREGON PIKE:LANCASTER

City:

Lancaster

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-01-16

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.
  • Client Associate

    1 month ago


    Lancaster, Pennsylvania, 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...


  • Lancaster, United States Harbor Compliance Full time

    Company Overview Harbor Compliance is a fast-growing technology company reinventing how nonprofits and businesses manage critical areas of compliance. An Inc. 5000 and Deloitte Technology Fast 500 honoree, Harbor Compliance is using technology to simplify the complexities of business licensing and legal entity management. In 2021, we merged with Labyrinth,...


  • Lancaster, United States Harbor Compliance Full time

    Company Overview Harbor Compliance is a fast-growing technology company reinventing how nonprofits and businesses manage critical areas of compliance. An Inc. 5000 and Deloitte Technology Fast 500 honoree, Harbor Compliance is using technology to simplify the complexities of business licensing and legal entity management. In 2021, we merged with Labyrinth,...


  • Lancaster, United States Harbor Compliance Full time

    Company Overview Harbor Compliance is a fast-growing technology company reinventing how nonprofits and businesses manage critical areas of compliance. An Inc. 5000 and Deloitte Technology Fast 500 honoree, Harbor Compliance is using technology to simplify the complexities of business licensing and legal entity management. In 2021, we merged with Labyrinth,...


  • Lancaster, United States Harbor Compliance Full time

    Job DescriptionJob DescriptionCompany OverviewHarbor Compliance is a fast-growing technology company reinventing how nonprofits and businesses manage critical areas of compliance. An Inc. 5000 and Deloitte Technology Fast 500 honoree, Harbor Compliance is using technology to simplify the complexities of business licensing and legal entity management.In 2021,...


  • Lancaster, United States Graham Inc. Full time

    Position: REMOTE - Client Service Associate Status: Full-Time Hourly (40 hours) Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch * Phenomenal customer service, written, and verbal communication skills* ABOUT THE ORGANIZATION: This is a temporary, REMOTE – Client Service Associate opportunity with the...


  • Lancaster, United States Stand 8 Full time

    STAND 8 provides end to end IT solutions to enterprise partners across the United States with offices in Los Angeles, New York, New Jersey, Atlanta and more, including internationally in Mexico, India and Japan. As a Client Service Associate, you'll play a pivotal role in ensuring our clients receive outstanding service and support. You'll be the first...


  • Lancaster, United States VCA Animal Hospitals Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service...

  • Client Specialist

    20 hours ago


    Lancaster, United States The Talbots Inc Full time

    Job Number: 21745 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...

  • Client Specialist

    1 day ago


    Lancaster, United States Talbots Full time

    Job Number: 21745 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...

  • Marketing Associate

    4 days ago


    Lancaster, United States SMG Inc Full time

    Job DescriptionJob DescriptionWith years of experience in the communication field, Stoic Management Group has created relationship-based methods focused on our innovative marketing outreach techniques. There is no secret to our success. We simply build genuine, respectful, and transparent relationships with our clients and exceed their expectations. Our...

  • Client Specialist

    1 day ago


    Lancaster, United States Talbots Full time

    Job Number21745Lancaster, Pennsylvania USPart Time Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire...


  • Lancaster, United States Trout CPA Full time

    Job DescriptionJob DescriptionDescription:Trout CPA, a full-service certified public accounting firm, is seeking a Senior Associate in its Assurance department. This individual will participate in and lead staff on assurance engagements. They will have full responsibility as the in-charge accountant for engagements of varying size and complexity to include...

  • Front Desk Associate

    19 hours ago


    Lancaster, United States Stretch Zone - 1002 Full time

    **Health, Wellness and Fitness Professionals** **Compensation / Perks**: - $10 -$15 per hour - High-energy atmosphere - Career growth opportunities - Continuing education opportunities **Employment Type: Front Desk Associate** **Who are we?** - Stretch Zone provides clients with Flex-ability for Life® by using a proprietary stretching method and a...


  • Lancaster, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve's client, an esteemed accounting firm, is seeking a highly skilled and experienced Senior Audit Associate to join their dynamic team. As a Senior Audit Associate, you will play a pivotal role in conducting complex financial audits and ensuring compliance with industry regulations and standards. Your attention to...


  • Lancaster, United States Hire Resolve USA Full time

    Hire Resolve's client, an esteemed accounting firm, is seeking a highly skilled and experienced Senior Audit Associate to join their dynamic team. As a Senior Audit Associate, you will play a pivotal role in conducting complex financial audits and ensuring compliance with industry regulations and standards. Your attention to detail, analytical skills, and...


  • Lancaster, United States Hire Resolve Full time

    Hire Resolve's client, an esteemed accounting firm, is seeking a highly skilled and experienced Senior Audit Associate to join their dynamic team. As a Senior Audit Associate, you will play a pivotal role in conducting complex financial audits and ensuring compliance with industry regulations and standards. Your attention to detail, analytical skills, and...


  • Lancaster, United States Saxton & Stump LLC Full time

    Job DescriptionJob DescriptionDescription:Join one of the most innovative, forward-thinking law firms in the country. As a Medical Malpractice Associate on the Saxton & Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment...


  • Lancaster, United States Hire Resolve USA Full time

    Hire Resolve, a leading recruitment company, is currently seeking an experienced Senior Tax Associate to join their client's team. If you are a highly skilled professional looking for a new opportunity, this could be the perfect fit for you. As a Senior Tax Associate, you will work with a diverse range of clients and provide comprehensive tax services....


  • Lancaster, United States Trout Full time

    Job Description Job Description Description: Trout CPA, a full-service certified public accounting firm, is seeking a Senior Associate in its Tax department. This individual will participate in tax engagements and some small business financial statements. They will have responsibility for preparing individual, partnership, and corporate tax returns; and...