- Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.
- Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
- Provide a high level of service to clients by understanding needs their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs.
- Research and review investments to meet clients' investment goals.
- Enter trades, open new accounts and gather assets
- Research complex problems in accounts and deliver an effective and acceptable resolution.
- Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring.
- 5+ years of Registered Client Associate experience or related industry experience
- Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA
- Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
- Computer proficiency
- Strong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
- Bachelor's degree
- Salesforce experience
- Knowledge of Money Guide Pro planning software
- 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
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Client Services Associate
1 week ago
Danaher Indianapolis, United States Full timeBeckman Coulter Life Sciences' mission is to empower those seeking answers to life's most important scientific and healthcare questions. With a legacy spanning 80+ years, we have long been a trusted partner to our customers, who are working to transform science and healthcare wit ...
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Royal Bank of Canada Indianapolis, United States· Job SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financi ...
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Entry Level Client Service Associate
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Maverick Solutions Inc Indianapolis, United StatesAre you ready to kickstart your career in a dynamic and rewarding environment? We're seeking an Entry Level Client Service Associate to join our team and play a crucial role in fostering excitement about our clients' brands and products. · Responsibilities: · Provide exceptional ...
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ARTISTRY WEALTH, LLC Indianapolis, United StatesJob Description · Job DescriptionDescription:The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders daily in a highly professional and col ...
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Legal Secretary
3 days ago
State Farm Indianapolis, United States Full timeOverview · We are not just offering a job but a meaningful career Come join our passionate team · As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inc ...
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Community Partners Liaison
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Firefly Children & Family Alliance Marion, United States**BUILD A CAREER THAT MEANS MORE** · **Few jobs offer the satisfaction and gratification that come from doing work that improves the lives of vulnerable children and families. That's where Firefly Children and Family Alliance stands out from the crowd. As one of our employees, yo ...
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Sales Representative
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SYSCO Marion, United States Full timeCompany: · US0064 Sysco St. Louis, LLCZip Code: · 63301Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 25%COMPENSATION INFORMATION: · The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic an ...
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IT Support Technician at beBee
1 week ago
beBee Professionals Indianapolis, United States Full time $45,000 - $65,000About beBee: · beBee is a leading professional networking platform that uses cutting-edge technology to connect individuals globally. Our focus on security, scalability, and performance makes us a preferred choice for professionals seeking robust networking solutions. As an IT Su ...
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Roadway Engineer
2 days ago
Harrison Consulting Solutions Indianapolis, United StatesFull-service engineering firm with tradition and reputation that goes back over 40 years looking to add a Roadway Engineer to their Indianapolis office · Responsibilities: · Manage all aspects of roadway design projects · Manage/coordinate staff duties · Build/maintain client rel ...
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Water/Wastewater Engineer
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Harrison Consulting Solutions Indianapolis, United StatesFull service engineering firm with tradition and reputation that goes back over 40 years looking to add a Senior Water/Wastewater Engineer to their Indianapolis office · Responsibilities: · Manage civil projects from start to finish · Develop client relationships and exceed their ...
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Customer Support Specialist
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Dawar Consulting, Inc. Indianapolis, United StatesOur client, a world leader in life sciences and diagnostics, is looking for Customer Support Specialist. Kindly have a look at the details below and let me know if you are interested. · Job Title: Customer Support Specialist - Indianapolis, IN · Job Duration: Long Term Contract(P ...
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Corporate Credit Associate
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Dawar Consulting, Inc. Indianapolis, United StatesOur client, a world leader in Pharmaceuticals & In vitro diagnostics (IVD), is looking for a "Corporate Credit Associate". · Job Type: Long-term Contract (Possibility Of Further Extension) · Location: Indianapolis, IN(HYBRID) · Company Benefits include: · Healthcare (Medical, D ...
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Electrical Engineer
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Harrison Consulting Solutions Indianapolis, United StatesA multi-discipline engineering firm with over 50 years in business is looking for an Electrical Engineer for their Indianapolis team This position may be worked remotely. · Responsibilities:Work with a multi-disciplined team of Engineering and Architecture professionals · Buildi ...
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Auditor / male / female / diverse
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Titan Industries Anderson, IN, United States FreelanceIn addition, our focus lies in auditing and advising municipal companies and public organizations, particularly local authorities in Saxony, Saxony-Anhalt, Brandenburg, and Thuringia. We are specialists in preparing and auditing annual financial statements, as well as providing t ...
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Call Center Representative
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Conduent State & Local Solutions, Inc Township of Hamilton, United StatesThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
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Conduent State & Local Solutions, Inc Township of Hamilton, United StatesThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
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Supervisor, Customer Experience
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Onsite Pharmacy Technician
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Assistant Sales Manager
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Spa Associate
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Hand & Stone - Zionsville Zionsville, United States**Benefits**: · - 401(k) matching · - Bonus based on performance · - Employee discounts · - Flexible schedule · Hand and Stone Facial Spa is a national franchise that specializes in massage, facials, and hair removal services. With over 500 locations across the US and Canada, the ...
Senior Client Associate/Senior Registered Client Associate - Indianapolis, United States - Royal Bank of Canada
Description
Job Summary
Job Description
What is the opportunity?
Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior Client Associate/Senior Registered Client Associate, you will be responsible for fielding client inquiries, providing administrative support, assisting with marketing efforts, and managing daily workflow tasks. Social Media experience is a plus Strong organizational skills, attention to detail, and the ability to provide high-level client support are essential for this role. This role has opportunity for growth to assist the Financial Advisor in managing the team's roles and responsibilities. Don't miss out on this chance to join a top Financial Advisor at RBC in Indiana
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.
#LI-SM3
Job Skills
Additional Job Details
Address:
8888 KEYSTONE CROSSING:INDIANAPOLISCity:
IndianapolisCountry:
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.
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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
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