Client Associate​/Registered Client Associate

Job Description

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 escalate 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 you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses, or the willingness to obtain such license 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 that includes competitive compensation and flexible benefits such as a 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off.
• Leaders who support your development through coaching and managing opportunities.
• Opportunity to make a lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Challenging work and opportunities to build close relationships with clients.

The expected salary range for the Registered Client Associate position is $45,000 – $70,000 and for the Client Associate position is $40,000 – $60,000, depending on experience, skills, registration status, market conditions and business needs. You can earn more through RBC's discretionary variable compensation program when business performance targets are met and individual goals are achieved.

• Address: 350 MAIN STREET NORTH:
  
  STILLWATER
• City:
  Stillwater
• Country:
  United States of America
• Work hours/week: 40
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date: