Registered Client Associate

Registered Client Associate – RBC

RBC Wealth Management is looking for a Registered Client Associate to join our Phoenix office.

Stakeholder:
Trusted resource to clients and team, using administrative and operational skills. You will demonstrate a client‑first approach while meeting compliance standards, onboarding new accounts, and maintaining account records. Adoption of technology changes and preparation of professional correspondence are also key tasks.

• 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 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.

• 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.
• 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.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

Address: 2398 EAST CAMELBACK ROAD, Phoenix, 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:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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