Client Associate​/Registered 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 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.

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.

• 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 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 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 competitive compensation and flexible benefits such as a 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off.
• Leaders who support your development through coaching and management opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for the Registered Client Associate role is $45,000 – $70,000 and for the Client Associate role is $40,000 – $60,000, depending on experience, skills, registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program, which allows you to increase total compensation when the business meets performance targets and you meet individual goals.

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

Address: 1801 13TH STREET:

BOULDER

City: Boulder

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date:

Final date to receive applications: :59 PM