Client Associate/Registered Client Associate
Listed on 2026-01-12
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Finance & Banking
Financial Services, Financial Consultant, Financial Analyst, Business Administration
About the role
Join RBC’s Wealth Management branch as a Part‑Time Client Associate. The position requires approximately 25 hours per week, Monday‑Friday, 5 hours per day during standard business hours.
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 escalated 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.
- 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.
- Current FINRA registrations.
- Financial services experience.
- 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.
- Opportunities to do challenging work and take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
The good‑faith expected salary range for the Client Associate role is $35,000 – $55,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company‑matching contributions; health, dental, vision, life and disability insurance;
and paid time‑off plan.
RBC is an Equal Opportunity Employer. We believe in building an inclusive workplace where diverse perspectives are core to our continued growth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, protected veteran status, or any other characteristic protected by law.
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