- 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
- 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 WMUS#SM-LI3 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
-
Registered Client Associate
1 week ago
Royal Bank of Canada Ketchum, United StatesJob 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 ...
-
Registered Client Associate
1 week ago
Royal Bank of Canada Ketchum, United States Full timeJob 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 ...
-
Client Services Associate
3 weeks ago
Fisher Investments Camas, United States Full timeDo you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based in Canada. You'll help our Canadian clients while also developing skills ...
-
Associate Banker
3 weeks ago
Idaho State Job Bank Ketchum, United States Part timeAssociate Banker - Ketchum, ID - (Part-time 20hrs/wk) at BMO Financial Group in Ketchum, Idaho, United States Job Description Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that ...
-
Bilingual Customer Service Specialist
3 weeks ago
Sherwin-Williams Ketchum, United States· Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolv ...
-
Associate Banker
3 weeks ago
Idaho State Job Bank Ketchum, United StatesAssociate Banker - Ketchum, ID at BMO Financial Group in Ketchum, Idaho, United States Job Description Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best intere ...
-
Yoga Fitness Instructor
2 weeks ago
Sun Valley Company Sun Valley, United StatesAs a Sun Valley Spa Yoga Fitness Instructor, you will be responsible for providing various yoga and mindful meditation techniques in an entertaining, educational, and fun atmosphere while promoting fitness and positive self-esteem in a safe environment. You must be able to instru ...
-
l&d rn
3 weeks ago
Go Healthcare Staffing Ketchum, United States· Our client in Ketchum ID has a 12HR NIGHT travel position for an RN with current L&D experience. · The ideal candidate must have at least 2 years of experience, with active RN license and BLS and/or ACLS (if required) certified by the American Heart Association · What makes ...
-
Teller (40 Hours) Hailey Branch
1 week ago
Zions Bancorporation Hailey, United StatesZions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ra ...
-
DIRECTOR of DINING SERVICES
1 week ago
Compass Group Hailey, United StatesDIRECTOR of DINING SERVICES - K12 - Blaine County SD - Hailey, IDClick Here to Apply OnlineJob Description Chartwells K12 Salary: 80,000 to 90,000Other Forms of Compensation:bonus eligiblePay Grade:13Chartwells K12's goal is to make sure students leave the cafeteria happier and h ...
-
Tax Senior Associate
3 weeks ago
Miller Kaplan Arase LLP Hailey, United StatesJob Description · Job Description · Job Summary: · The Senior Associate in the Tax department is responsible for working with a team of dedicated professionals delivering excellent tax service to our clients. · Duties/Responsibilities: · Help train new associates. · Master t ...
-
Renewables Senior Electrical Engineer
3 weeks ago
Idaho State Job Bank Hailey, United StatesRenewables Senior Electrical Engineer at Power Engineers in Hailey, Idaho, United States Job Description Renewables Senior Electrical Engineer Location: Rocky Mountain State/Territory: Department: Power Delivery Renewables III Dept Description Renewables Senior Electrical Enginee ...
-
Lead Mechanic
2 weeks ago
Burks Excavation Corp of Idaho Hailey, United StatesLead MechanicKey Duties & Core Responsibilities:Manage equipment repairs and preventive maintenance for fleet of equipment and trucksCoordinate and execute diagnostics/repairs, parts orders and clearly communicate the ramifications to senior managementMust be self-driven and able ...
-
Renewables Mid-Level Electrical Engineer
3 weeks ago
Idaho State Job Bank Hailey, United StatesRenewables Mid-Level Electrical Engineer at Power Engineers in Hailey, Idaho, United States Job Description Renewables Mid-Level Electrical Engineer Location: Rocky Mountain State/Territory: Department: Power Delivery Renewables III Dept Description Renewables Mid-Level Electrica ...
-
Employee Benefits Account Manager
2 weeks ago
Acrisure LLC Hailey, United StatesJob Description · Job Title: Employee Benefits Account Manager · Location: Hybrid/Remote · Salary: $ $34.85 per hour based on 37.5 hour work week ($58,500 - $67,960/annually) · * Life & Health License Required* · About Us: · Acrisure is a global Fintech leader that combines ...
-
Tax Senior Associate
3 weeks ago
Miller Kaplan Arase LLP Hailey, United StatesJob Description · Job DescriptionJob Summary:The Senior Associate in the Tax department is responsible for working with a team of dedicated professionals delivering excellent tax service to our clients.Duties/Responsibilities:Help train new associates. · Master technology to perf ...
-
Travel Nurse RN
1 week ago
GO Healthcare Staffing Ketchum, United StatesOur client in Ketchum ID has a 8HR DAY travel position for an RN with current Endo experience. · The ideal candidate must have at least 2 years of experience, with active RN license and BLS and/or ACLS (if required) certified by the American Heart Association · What makes Go Heal ...
-
Travel Nurse RN
1 week ago
GO Healthcare Staffing Ketchum, United StatesOur client in Ketchum ID has a 12HR NIGHT travel position for an RN with current L&D experience. · The ideal candidate must have at least 2 years of experience, with active RN license and BLS and/or ACLS (if required) certified by the American Heart Association · What makes Go He ...
-
Tax Senior Associate
1 week ago
Miller Kaplan Arase LLP Hailey, United StatesJob Description · Job DescriptionIt's more than just numbers. · Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through profess ...
-
Travel Nurse
1 week ago
KPG Healthcare Nursing Hailey, United States FreelanceKPG Healthcare Nursing is seeking an experienced Labor and Delivery Registered Nurse for an exciting Travel Nursing job in Hailey, ID. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2171 / Week Travel L&D Registered Nurse - $2,171 per week in taxable pay and non ...
Registered Client Associate - Ketchum, United States - 0000050176 RBC Capital Markets, LLC
Description
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?Address:
675 SUN VALLEY ROAD:KETCHUMCity:
KetchumCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
I nclusion 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
