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 the branch. Use your administrative and operational skills to help our advisors manage and grow their business while maintaining a client‑first approach, meeting compliance standards, researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes, and preparing 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, escalating to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner.
• Provide administrative and operational support to one or more Financial Advisors and/or the Branch Director, including servicing clients, researching problems, processing account forms and related paperwork, maintaining account records, preparing client correspondence, and entering unsolicited orders.
• Set goals that reflect and align with the overall business plan of the FA(s) you support.

Must-have

• Bachelor’s degree or job‑related experience.
• Strong soft skills, including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and a mindset focused on improving advisor efficiency and effectiveness.
• Series 7 and 66 (or 63/65) licenses, or the willingness to obtain the required licenses 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.

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program, including competitive compensation, a 401(k) program with employer match, health, dental, vision, life, disability insurance, and paid‑time off.
• Leadership support for your development through coaching and opportunities to manage.
• The ability to make a lasting impact in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to undertake challenging work and to build close relationships with clients.

The expected salary range for the Registered Client Associate role is $49,500 – $77,000 and for the Client Associate role is $44,000 – $66,000, 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, provided the business meets performance targets and you meet individual goals.

Address: 80 Washington Street, Norwell

City:
Norwell

Country:
United States of America

Work hours/week: 40

Employment Type:

Full time

Platform:
Wealth Management

Job Type: Regular

Pay Type:

Salaried

Posted Date: