Full Time Client Associate Jobs in Indianapolis, IN - NOW HIRING

346 jobs found

- Royal Bank of Canada
- Indianapolis, IN
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. ... Must-have5+ years of ...
Full-Time
Retirement Plan
Salesforce
Bachelor's Degree
30+ days ago
- Indianapolis, IN 46241 (Garden City / Chapel Hill / Ben Davis / West Indianapolis area)
$16an hour
Associates at ESFM are offered many fantastic benefits. ... ESFM’s clients include many household names from Life Science, Technology, Oil & Gas and Manufacturing markets. ... At Compass, we are committed to treating all Applicants and Associates ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Life Insurance
Health Insurance
Employee Assistance Program
Disability Insurance
Retirement Plan
NEW
Today
- Indianapolis, IN 46208 (Near Nw - Riverside / Butler-Tarkington/Rocky Ripple / Crown Hill area)
$19 - $23an hour
Upholds policies and procedures to guarantee compliance with company and client expectations. ... At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Immediately Hiring
Employee Assistance Program
Retirement Plan
Health Insurance
Paid Time Off
Training Provided
NEW
Today
- ESFM
- Indianapolis, IN 46262 (Downtown area)
$16an hour
Associates at ESFM are offered many fantastic benefits. ... ESFM’s clients include many household names from Life Science, Technology, Oil & Gas and Manufacturing markets. ... At Compass, we are committed to treating all Applicants and Associates ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Life Insurance
Disability Insurance
Health Insurance
Retirement Plan
Paid Time Off
NEW
Today
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- Indianapolis, IN 46260 (Meridian Hills/Williams Creek / Crooked Creek / Nora / Far Northside area)
$18 - $19an hour
The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. ... Associates at FLIK are offered many fantastic benefits. ... At Compass, we are committed to treating all Applicants and Associates fairly ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Immediately Hiring
Paid Time Off
Referral Program
Retirement Plan
Monday to Friday
Free Shift
NEW
Today
- Wise Financial - Northwestern Mutual Private...
- Indianapolis, IN
$10
A dynamic and experienced leading provider, the Private Wealth Associate Advisor (PWAA), using broad investment products and exceptional customer service, will drive client relationship growth while delivering outstanding financial guidance.
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Flexible Schedule
Dental Insurance
Health Insurance
Vision Insurance
Life Insurance
NEW
1 day ago
- Ensono
- Indianapolis, IN 46262 (Downtown area)
- Remote
$135,000 - $205,000a year
The Client Engagement Director ultimately owns the client relationship and will identify and leverage company-wide resources to address client satisfaction, growth, renewa ... and alliance relationships that impact the client or Ensono’s ability ...
Full-Time
Parental Leave
26 days ago
- ENSONO
- Indianapolis, IN 46262 (Downtown area)
- Remote
$125
Ensono Client Engagement Director in Indianapolis, Indiana Client Engagement Director Remote - United States JR011416 ... This role is responsible for developing meaningful client relationships that will enable growth and clients for life.
Full-Time
Parental Leave
26 days ago
- RR Donnelley
- Indianapolis, IN
$50,000 - $60,000a year
The Associate - Sales position is a full-time, entry level role that offers a comprehensive four-month training program (Associate Development Program) designed to prepare you as a Sales Associate for RRD. ... Require reliable transportation method ...
Full-Time / Part-Time / Permanent / Temporary / Contract / Internship
Entry Level
Life Insurance
Vision Insurance
Salesforce
Commission
NEW
Today
- Blue Compass RV Indianapolis
- Indianapolis, IN
$7,800a month
Start your journey with Blue Compass RV as we are looking for Sales Associates to join our team and manage the sales process from start to finish. ... We are known for the great care we take with customers and associates alike. You are not just an ...
Full-Time
Training Provided
Life Insurance
Paid Time Off
CRM
Referral Program
27 days ago

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Senior Client Associate/Senior Registered Client Associate

Apply on Company Site

Company
Royal Bank of Canada
Location
Indianapolis, IN
Job Type
Full-Time

Retirement Plan

Salesforce

Bachelor's Degree

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 o pportunity 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!

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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?

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.

What do you need to succeed?

Must-have

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

Nice-to-have

Bachelor's degree
Salesforce experience
Knowledge of Money Guide Pro planning software

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

#LI-SM3

Job Skills

Additional Job Details

Address:

8888 KEYSTONE CROSSING:INDIANAPOLIS

City:

Indianapolis

Country:

United States of America

Work hours/week:

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-04-12

Application Deadline:

2024-04-09

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 jobs.rbc.com .