- 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.
- 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
- Ability to adapt to a rapidly changing business and technology environment
- Current FINRA registrations
- Financial services experience
- 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
-
Client Associate
3 weeks ago
Brown Brothers Harriman Houston, United StatesAt BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application · What You Can Expect At BBH: · If you join BBH you will find a collaborative environ ...
-
Client Associate
3 weeks ago
UBS Houston, United StatesYour role · * keep management systems up-to-date with client · information · * educate clients on account services and capabilities · * help with the preparation of reports and other materials · for client meetings · * collect the right documentation for opening new accounts · an ...
-
Client Services Associate
4 weeks ago
GemHarvest Executive Recruiting Houston, United StatesPrivate Wealth Client Service Associate · 10 Billion+ AUM Independent RIA · Houston, TX · Overview · Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role to manage the administrative and private banking needs for high-net worth clientel ...
-
Client Service Associate
3 weeks ago
Texas Capital Bank Houston, United States Full timeDescription · Responsibilities · The Client Service Associate serves a critical role in our Private Wealth Operations. Responsibilities include: · Serve as the day-to-day point of contact for our clients including researching and resolving issues, initiating deposits and disbur ...
-
Client Experience Associate
1 week ago
AnywhereWorks Texas City, United StatesYour Role · . Please watch: · You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home. · In this role, you will be taking inbound calls and forwarding messages to our clients in a f ...
-
Associate Client Advocate
3 weeks ago
Willis Towers Watson Public Limited Company Houston, United StatesThe Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utili Associate, Advocate, Client S ...
-
Client Service Associate
2 weeks ago
PNC Financial Services Group Houston, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
-
Associate Client Advocate
4 days ago
WTW inc. Houston, United StatesThe Role · The Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional s ...
-
Client Service Associate
4 days ago
RIA Recruiting Houston, United StatesGessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced Client Service Associate to join our team. We have a strong culture, competitive salary, and an ...
-
Client Service Associate
3 days ago
RIA Recruiting Houston, United StatesGessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced Client Service Associate to join our team. We have a strong culture, competitive salary, and an ...
-
Associate Client Advocate
1 week ago
WTW inc. Houston, United StatesThe Role · The Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the insurance issuance and renewal life cycle. This position is a client facing role utilizing professional ...
-
Associate Client Partner
3 days ago
Publicis Groupe Houston, United StatesPublicis Sapient is a digital transformation partner helping established organizations get to their future, digitally-enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strate ...
-
Associate Client Partner
3 weeks ago
PUBLICIS GROUPE Houston, United StatesCompany Description · Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally-enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern ...
-
Associate, Client Service II
3 weeks ago
BNY Mellon Houston, United States Full timeOverview · Associate, Client Processing II (Corporate Trust/CLO) · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and bank ...
-
Client Service Associate
3 weeks ago
Securance Corporation Agency Houston, United StatesJob Description · Job DescriptionWorking with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assis ...
-
BNY Mellon Houston, United StatesOverview · Associate, Client Processing Representative I (Structured Finance/Centralized Loan Obligation) · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of t ...
-
BNY Mellon Houston, United StatesAssociate, Client Processing Representative I (Structured Finance/Centralized Loan Obligation)Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top a ...
-
Senior Client Service Associate
6 days ago
BankTalent HQ Houston, United StatesAt Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varie ...
-
Registered Client Service Associate
1 day ago
Truist Financial Corporation Houston, United StatesThis position is located at 1400 Post Oak Blvd, Houston, Texas. Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development assistance, and pro Client Service, International, ...
-
Associate, Client Service II
4 days ago
The Bank of New York Mellon Houston, United StatesAssociate Client Service II · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of doll ...
Registered Client Associate - Houston, United States - Royal Bank of Canada
Description
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?
What do you need to succeed?
Must-have
Nice-to-have
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.
WMUS
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details
Address:
750 TOWN AND COUNTRY BOULEVARD:HOUSTONCity:
HoustonCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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
