Client Associate​/Registered Client Associate

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, you will become a trusted resource to our clients, advisors and branch. You will use your administrative and operational skills to help our advisors manage and grow their business. You will demonstrate a client-first approach while 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 and elevate 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 ACH transfers in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

• Bachelor’s degree or related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and a mindset of helping 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.

• Current FINRA registrations.
• Financial services experience.

• A comprehensive Total Rewards Program including competitive compensation and flexible benefits such as 401(k) with company matching, health, dental, vision, life, disability insurance, and paid time off.
• Leadership support for your development through coaching and management opportunities.
• Opportunity to make a lasting impact and build strong client relationships.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities for challenging work.

The expected salary range for the Registered Client Associate is $49,500 - $77,000 and for the Client Associate is $44,000 - $66,000, depending on experience, skills, registration status, market conditions and business needs. Compensation may include RBC’s discretionary variable compensation program.

• 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.

401 UNION STREET, SEATTLE, United States of America

Work hours:

40 per week

Employment Type:

Full time, Regular

Platform:
Wealth Management

Pay Type:

Salaried

Posted Date: