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 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 advisors manage and grow their business.

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalations to financial advisors when appropriate.
• 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.

Must‑Have
:

• Bachelor’s degree or equivalent 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 to make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Nice‑To‑Have
:

• Current FINRA registrations.
• Financial services experience.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support development through coaching and management 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 take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.