Client Associate/Registered Client Associate - Nashua, NH

Royal Bank Of Canada Nashua , NH 03060

Posted 2 months ago

What is the opportunity?

Embrace RBC Wealth Management's core values and 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.

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

  • Strong verbal and written communication

  • Excellent 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 63 (or 65 and/or 66) 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

  • Bachelor's degree

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.

  • Client First: We will always earn the right to be our clients' first choice

  • Collaboration: We win as One RBC

  • Accountability: We take ownership for personal and collective high performance

  • Diversity & Inclusion: We embrace diversity for innovation and growth

  • Integrity: We hold ourselves to the highest standards to build trust

WMUS2020

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 rbc.com/careers.

JOB SUMMARY

City: Nashua

Address: 9 Trafalgar Square

Work Hours/Week: 40

Work Environment: Regional Office

Employment Type: Regular - U.S.

Career Level: Experienced Hire/Professional

Pay Type: Hourly

Required Travel (%): 0

Exempt/Non-Exempt: Non-Exempt

People Manager: No

Application Deadline: 05/15/2020

Platform: Wealth Management

Req ID: 208598

Ad Code(s):


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Merchandise Associate TJ Maxx 268 Daniel Webster Hwy Nashua NH

The TJX Companies, Inc.

Posted 4 days ago

VIEW JOBS 6/3/2020 12:00:00 AM 2020-09-01T00:00 Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to statement jewelry, we offer exciting surprises that make the everyday a little more fun. Same with working here. Our environment is ever-changing, yet always encouraging. Each shift is a new opportunity to Discover Different. Posting Notes: TJ Maxx Store 0345 || 268 Daniel Webster Highway || Nashua || NH || 03060 Job Summary: Responsible for delivering a highly satisfied customer experience demonstrated by engaging and interacting with all customers, embodying customer experience principals and philosophy, and maintaining a clean and organized store environment. Adheres to all operational, merchandise, and loss prevention standards. May be cross-trained to work in multiple areas of the store in order to support the needs of the business. Responsibilities: * Role models established customer experience practices with internal and external customers * Supports and embodies a positive store culture through honesty, integrity, and respect * Accurately rings customer purchases/returns and counts change back to customer according to established operating procedures * Promotes credit and loyalty programs during customer interactions * Maintains and upholds merchandising philosophy and follows established merchandising procedures and standards * Accurately processes and prepares merchandise for the sales floor following company procedures and standards * Initiates and participates in store recovery as needed throughout the day * Maintains all organizational, cleanliness, and recovery standards for the sales floor and participates in the maintenance/cleanliness of the entire store * Provides and accepts ongoing recognition and constructive feedback * Adheres to all labor laws, policies, and procedures * Supports and participates in store shrink reduction goals and programs * Participates in safety awareness and maintenance of a risk-free environment * Performs other duties as assigned Requirements: * Possesses excellent customer service skills * Able to work a flexible schedule to support business needs * Possesses strong organizational skills with attention to detail * Capable of handling multiple tasks at one time * Able to respond appropriately to changes in direction or unexpected situations * Possesses strong communication skills * Capable of lifting heavy objects with or without reasonable accommodation * Works effectively with peers and supervisors to accomplish tasks * Retail customer experience preferred At TJ Maxx there's so much potential to discover something new. A new day means new merchandise, and a fresh chance to reinvent retail. Discover Different means that we want you to bring your whole self and your sense of style to work with you every day-just as Associates do throughout the entire TJX family, which includes Marshalls, HomeGoods, Sierra, and Homesense. Discover Different also means we embrace each other's differences and unique perspectives. We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. Posting Notes: TJ Maxx Store 0345 || 268 Daniel Webster Highway || Nashua || NH || 03060 The TJX Companies, Inc. Nashua NH

Client Associate/Registered Client Associate - Nashua, NH

Royal Bank Of Canada