Registered Client Associate​/Client Associate

Overview

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 the branch. Use your administrative and operational skills to help our advisors manage and grow their business, demonstrate a client‑first approach, 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.

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and appropriately elevate to financial advisors.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs 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 a mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses, or willingness to obtain licensing 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 management opportunities.
• Opportunity to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Flexible work/life balance options.
• Opportunities for challenging work and progressively greater accountabilities.
• Access to a variety of job opportunities across business.

The good‑faith expected salary range is $35,000 – $55,000 for the Client Associate role, and $40,000 – $65,000 for the Registered Client Associate role. These ranges are based on factors including but not limited to the candidate’s experience, skills, registration status, market conditions, and business needs. The 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, health, dental, vision, life and disability insurance, and a paid time‑off plan.

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

Location:

Baltimore, United States. Full‑time, 40 hours per week.