Client Associate​/Registered Client Associate

What is the opportunity?

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 or 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.

• 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 the needs 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 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 get licensed 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

• Customer Knowledge
• Customer Service
• Customer Service Management
• Group Problem Solving
• Identifying Sales Opportunities
• Interpersonal Relationship Management
• Oral Communications
• Perseverance and Follow‑Through
• Product Services
• Sales Activities

• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business units

• Address: 6710 North Scottsdale Road, Scottsdale
• City:
  Scottsdale
• Country:
  United States of America
• Work hours/week: 40
• Employment Type:
  
  Full time
• Platform:
  Wealth Management
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date: 2026‑07‑15
• Final date to receive applications:
  November 14 2026 (Applications accepted until 11:59 PM on day prior to deadline)