Referso Jobs

Registered Client Associate/Client Associate

RBC · Posted Nov 9, 2026

Open

Denver, Colorado, United States
Full-time
$40K–$70K per year

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Registered Client Associate/Client Associate

RBC · Posted Nov 9, 2026

Open

Denver, Colorado, United States
Full-time
$40K–$70K per year

Apply with Referso

Insurance Specialist II

UT Southwestern Medical Center · Posted Nov 8, 2026

Open

Remote, United States
Remote

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Support patient financial clearance process through insurance verification, benefit analysis, authorization, and referral management.

Responsibilities

Monitors patient work queue for verification needs
Coordinates with physicians and ancillary departments for pre-certification and insurance benefits
Maintains department productivity standards
Pre-registers patient cases in EPIC ADT
Verifies insurance information via websites or calls

Requirements

High School diploma or equivalent

Skills

insurance verification benefit analysis authorization referral management medical necessity review financial clearance payer guidelines EPIC

Senior Registered Client Associate

RBC · Posted Nov 5, 2026

Open

New York, New York, United States
Full-time · Senior
$55K–$90K per year

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Support RBC Wealth Management advisors by managing client accounts, ensuring compliance, and facilitating transactions while maintaining strong client relationships.

Compensation

The expected salary range for this particular position is $55,000 - $90,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Responsibilities

Build and maintain professional relationships with clients
Handle account inquiries and customer needs
Adhere to compliance standards and obtain necessary documentation
Facilitate transfer of funds and securities, complete trades, process checks, wires and ACHs
Maintain confidentiality in accordance with RBC’s Code of Conduct

Requirements

Bachelor’s degree
Nice to have: Current FINRA registrations
Nice to have: Financial services experience

Skills

Series 7 and 66 licenses Series 63/65 licenses Compliance Account management

Senior Registered Client Associate

RBC · Posted Nov 4, 2026

Open

Florham Park, New Jersey, United States
On-site
Full-time · Senior
$50K–$77K per year
3+ years

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Experienced professional delivering exceptional service to clients, advisors, and the branch, leveraging administrative and operational expertise to help advisors manage and grow business.

Compensation

The expected salary range for this particular position is $49,500 - $77,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program

Responsibilities

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

Requirements

Bachelor’s degree or job-related experience
Nice to have: Financial services experience

Skills

Series 7 license Series 66 license (or 63/65)Verbal communication

Registered Client Associate

RBC · Posted Nov 3, 2026

Open

Dallas, Texas, United States
Full-time

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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 Registered Client Associate, become a trusted resource to our clients, advisors and branch.

Responsibilities

Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and elevate 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.

Requirements

Bachelor’s degree
Nice to have: Series 7 and 66 licenses
Nice to have: Current FINRA registrations
Nice to have: Financial services experience

Skills

Customer Service Data Entry Data Gathering Analysis Desktop Tools

Registered Client Associate / Client Associate

RBC · Posted Nov 3, 2026

Open

Glastonbury, Connecticut, United States
Full-time
$50K–$77K per year

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Support financial advisors and clients in a branch setting, handling account inquiries, compliance, and operational tasks.

Compensation

The expected salary range for this particular position is $49,500 - $77,000 depending on your experience, skills, and registration status, market conditions and business needs.

Responsibilities

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.

Requirements

Bachelor’s degree or job-related experience

Skills

Customer Service Data Entry Data Gathering Analysis Desktop Tools

Registered Client Associate / Client Associate

RBC · Posted Nov 3, 2026

Open

Portland, Maine, United States
Full-time
$43K–$70K per year

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Support RBC Wealth Management advisors by managing client accounts, processing transactions, and ensuring compliance.

Compensation

The expected salary range for this particular position is $43,000 - $70,000 depending on your experience, skills, and registration status, market conditions and business needs.

Responsibilities

Build and maintain professional relationships with clients
Handle account inquiries and customer needs
Adhere to compliance standards and obtain documentation
Facilitate transfer of funds and securities, complete trades, process checks, wires and ACHs

Requirements

Bachelor’s degree

Skills

Series 7 Series 66 Series 63 Series 65 FINRA registrations Financial services experience Customer Service Data Entry

Registered Client Associate

RBC · Posted Nov 3, 2026

Open

Atlanta, Georgia, United States
Full-time

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Support financial advisors and branch operations, manage client accounts, and ensure compliance within RBC Wealth Management.

Compensation

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Responsibilities

Build and maintain professional relationships with clients
Handle account inquiries and customer needs
Adhere to compliance standards and obtain documentation
Facilitate transfer of funds and securities
Process checks, wires and ACHs

Requirements

Bachelor’s degree or job-related experience

Skills

Series 7 and 66 (or 63/65) licenses Strong soft skills including verbal and written communication People, organizational, and client service skills Attention to detail Adaptability to changing business and technology

Executive Assistant I

PNC · Posted Nov 3, 2026

Open

Pittsburgh, Pennsylvania, United States
On-site
Full-time · Entry

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Provides executive level support to managers generally considered to be Division Managers by performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive.

Compensation

Base Salary: Commensurate with skills and experience.

Responsibilities

Responds to routine correspondence; drafts correspondence for the executive's approval and signature; schedules appointments; coordinates meetings, conferences and travel arrangements.
Manages executive's calendar, committing executive's time.
Facilitates the executive's work by establishing, organizing and maintaining files of correspondence, records and related materials.
Ensures the efficiency of department operations by directing the activities of administrative staff.
Provides support by screening and routing telephone calls, mail and visitors, responding to routine questions, and obtaining and furnishing information to save the manager's time.

Requirements

Bachelor's degree
Nice to have: Calendar Management
Nice to have: Office Administration
Nice to have: Organizing
Nice to have: Presentation Development

Skills

Accuracy and Attention to Detail Confidentiality

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