Jobs
>
Jericho

    Client Associate/Registered Client Associate - Jericho, United States - Royal Bank of Canada

    Royal Bank of Canada
    Royal Bank of Canada Jericho, United States

    2 weeks ago

    Default job background
    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?


    • 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


    The good-faith expected salary range for the Client Associate role is $45,000 - $70,000 and the Registered Client Associate role is $50,000 - $80,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

    This salary range does not include other elements that comprise our total compensation package, which includes the following:

    commission sharing eligibility for select roles, a discretionary bonus, a paid time-off plan, our 401(k) program with company-matching contributions, and our health, dental, vision, life and disability insurance.

    To be considered a Registered Client Associate, you must have an active Series 7 and 66 (or Series 63 and 65) on day one of employment.

    RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:


    • Drives RBC's high performance culture
    • Enables collective achievement of our strategic goals
    • Generates sustainable shareholder returns and above market shareholder value
    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:
    1



    JERICHO PLAZA:

    JERICHO

    City:
    Jericho


    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
  • Royal Bank of Canada

    Client Associate/Registered Client Associate

    2 weeks ago

    Royal Bank of Canada Jericho, United States

    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 ...

  • PEAR Core Solutions

    Client Services Associate

    1 week ago

    PEAR Core Solutions Jericho, United States

    A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.Responsibilities:Provide new client onboarding and associated paper work process ...

  • PEAR Core Solutions, Inc.

    Client Services Associate

    2 weeks ago

    PEAR Core Solutions, Inc. Jericho, United States

    A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people. · Responsibilities: · Provide new client onboarding and associated paper work p ...

  • Royal Bank of Canada

    Client Associate/Registered Client Associate

    4 weeks ago

    Royal Bank of Canada Jericho, United States

    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 ...

  • Stifel

    Client Service Associate

    2 weeks ago

    Stifel Garden City, United States

    Summary · Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word pro ...

  • Morgan Stanley

    Client Service Associate

    2 weeks ago

    Morgan Stanley Garden City, NY, United States Full time

    POSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care · The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...

  • Oppenheimer & Co

    Registered Client Service Associate

    3 weeks ago

    Oppenheimer & Co Jericho, United States

    Who We Are: · Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services ...

  • Oppenheimer & Co.

    Registered Client Service Associate

    3 weeks ago

    Oppenheimer & Co. Jericho, United States

    Who We Are:Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services wit ...

  • National Financial Partners Corp.

    Client Service Associate, Account Management

    7 hours ago

    National Financial Partners Corp. Plainview, United States

    Who we are: · Covala Group is an administrator of disability insurance benefits for corporate clients with offices on Wall Street in Manhattan. We are a 30-person team of energetic, collaborative problem solvers. Covala is a place where people with positive attitudes who value te ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Greenwich, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Registered Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prep ...

  • UBS

    Client Associate

    2 weeks ago

    UBS New York, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prepara ...

  • Rockefeller Financial

    Client Associate

    4 weeks ago

    Rockefeller Financial Paramus, United States

    About 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 ult ...

  • UBS

    Client Associate

    2 weeks ago

    UBS New York, United States

    Your role · As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. · We're Looking for a Client Associate To: · * Ac ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Stamford, United States

    Your 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 ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Paramus, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prepara ...

  • Neuberger Berman Group LLC

    Client Associate

    2 weeks ago

    Neuberger Berman Group LLC New York, United States

    Summary: · The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net ...

  • Ameriprise Financial

    Registered Client Service Associate

    3 weeks ago

    Ameriprise Financial Melville, United States

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated suppo ...

  • Neuberger Berman Group LLC

    Client Associate

    2 weeks ago

    Neuberger Berman Group LLC New York, United States

    Responsibilities: Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reporting · Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and ...

  • Morgan Stanley

    Registered Client Service Associate

    2 weeks ago

    Morgan Stanley Garden City, NY, United States Full time

    POSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care · The Registered CSA assists with the development and · growth of business through engaging and utilizin ...

  • GLG

    Associate, Client Solutions

    3 weeks ago

    GLG New York, United States

    The GLG Law Client Solutions Associate will work with senior members of the Client Solutions team and the Business Development team to address our law firm clients' expert witness needs. Associates are responsible for recruiting new executives and industry professionals into GLG' ...