Client Associate​/Registered Client Associate

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/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 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 escalates 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.

• 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 of how to make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licences or willingness to obtain licences 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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Opportunity 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 and challenging work.
• Access to a variety of job opportunities across business.

Registered Client Associate: $45,000 – $70,000 depending on experience, skills, registration status, market conditions and business needs.
Client Associate: $40,000 – $60,000 under similar conditions.
You have the potential to earn more through RBC’s discretionary variable compensation program when business meets performance targets and you meet individual goals.

• 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

• Address: 601 West Main Avenue, Spokane
• Country:
  United States of America
• Work hours/week: 40
• Employment Type:
  
  Full time
• Platform:
  Wealth Management
• Job Type: Regular
• Pay Type:
  
  Salaried