Client Associate/Registered Client Associate 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 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Wells Fargo is seeking a Senior Lead Wealth Management Banker - Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and ...
Wells Fargo is seeking a Senior Lead Wealth Management Banker - Executive Wealth Solutions (Professional Services) (SAFE) to serve as a strategic advisor to HNW individuals, executive clients, and ...
Client Service Advisor (Wealth Management) - CFP
Fleming Island, FL · On-site
$60K - $85K/yr
Client Service Advisor - Wealth Management - CFP Location: Greater Jacksonville Area Job Type ... Senior Management / Executive Leadership Professional education, coaching, and tuition ...
New
Quick apply
Client Service Advisor (Wealth Management) - CFP
Fleming Island, FL · On-site
$60K - $85K/yr
Client Service Advisor - Wealth Management - CFP Location: Greater Jacksonville Area Job Type ... Senior Management / Executive Leadership Professional education, coaching, and tuition ...
New
Senior Manager, Risk Advice
Saint Petersburg, FL · On-site
$99K - $176K/yr
RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and ...
Senior Manager, Risk Advice
Saint Petersburg, FL · On-site
$99K - $176K/yr
RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and ...
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies.
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies.
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies.
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies.
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site +1
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site +1
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$51K - $70K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$51K - $70K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$195K - $285K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$195K - $285K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$51K - $70K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$51K - $70K/yr
As an Executive Director, Wealth Planne r within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$200 - $250/hr
As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Miami, FL · On-site
$200 - $250/hr
As an Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site
$125 - $150/hr
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Wealth Advisor, Ultra High Net Worth
Miami, FL · On-site
$125 - $150/hr
Experience managing client relationships with $50M+ in AUM per household * Background working with tech founders, executives, or entrepreneurial wealth * Experience with family governance, next ...
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Quick apply
Senior Wealth Advisor ($200,000 - $400,000+)
Miami, FL · On-site
$200K - $400K/yr
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement ... executives and high-net-worth families. * Serve as the primary relationship manager while ...
Asset & Wealth Management Tax Director
$150K - $438K/yr
... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...
Asset & Wealth Management Tax Director
$150K - $438K/yr
... executive-level client relations. Translating the vision, you set the tone and inspire others to ... wealth management clients - Overseeing the preparation and filing of tax returns, confirming ...
Provide concise, executive-level updates that drive alignment and informed decision-making People ... Strong understanding of Wealth Management domain * Experience driving engineering standards ...
Provide concise, executive-level updates that drive alignment and informed decision-making People ... Strong understanding of Wealth Management domain * Experience driving engineering standards ...
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Re-posted 9 days ago
Job description
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
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: 3801 PGA Boulevard: Palm Beach Gardens
City: Palm Beach Gardens
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-08-26
Application Deadline: 2026-09-22
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA