- 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
1 week ago
Brown Brothers Harriman Houston, United StatesWhat You Can Expect At BBH: · If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will p ...
-
Client Associate
1 week ago
UBS Houston, United StatesUnited States - Texas · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Houston · **Job Type** · - Part Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people? · - We ...
-
Client Associate
22 hours ago
UBS Houston, United StatesUnited States - Texas · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Houston · **Job Type** · - Full Time · **Your role** · - keep management systems up-to-date with client · information · - educate clien ...
-
Client Relations Associate
2 weeks ago
IVP Houston, United StatesOur team specializes in delivering our clients results that matter. Our team is focused on building and maintaining strong, positive relationships with our clients and their prospective customers throughout the local area. We are hiring a Client Relations Associate to help us ens ...
-
Client Service Associate
4 days ago
PNC Financial Services Group Houston, United StatesJob Profile · Position Overview · At 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 ...
-
Client Services Associate
1 week ago
GemHarvest Houston, United States**Private 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-ne ...
-
Client Service Associate
1 week ago
GemHarvest The Woodlands, United States**Client Service Associate** · **Boutique Wealth Management Firm** · **The Woodlands, TX** · **Overview** · Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. · The Firm provid ...
-
Client Relationship Associate
4 days ago
Amegy Bank Houston, United StatesAt Amegy Bank, everyone counts Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees. · We are looking for a Client Relationship Associate to join our Co ...
-
Client Service Associate
22 hours ago
PNC Financial Services Group Houston, United StatesJob Profile · Position Overview · At 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 ...
-
Client Service Associate
22 hours ago
Amegy Bank 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
2 weeks ago
Morgan Stanley Houston, United StatesRegistered Client Service Associate · Job Number: · 3248748 · POSTING DATE: Apr 9, 2024 · PRIMARY LOCATION: Americas-United States of America-Texas-Houston · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION · -: · Registered Client Service ...
-
Associate, Client Service Ii
1 week ago
BNY Mellon Houston, United StatesOverview · Associate 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 trillio ...
-
Associate, Client Service Ii
3 days ago
BNY Mellon Houston, United StatesOverview · Client Service - Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed. A ...
-
Registered Client Service Associate
2 weeks ago
Ameriprise Financial The Woodlands, United States**Key Responsibilities**: · - Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. · - Prepare and summarize client meetings by scheduling and confirming meet ...
-
BNY Mellon Houston, United StatesOverview · Client Processing - Serves as a lead for the day-to-day operations of a small · - to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in com ...
-
Associate, Private Wealth Client Services
1 week ago
Cresset Capital Houston, United States**About Cresset** · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of ...
-
Client Associate
5 days 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
2 weeks ago
UBS Houston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
-
Client Associate
2 weeks ago
UBS Houston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparatio ...
-
Client Associate
2 weeks ago
TravisMathew The Woodlands, United StatesTravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the su ...
Registered Client Associate - Houston, United States - Royal Bank of Canada
Description
Job SummaryJob 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.
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?Must-have
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 Software
Additional Job Details
Address:
750
TOWN AND COUNTRY BOULEVARD:
HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted 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