Client Associate​/Registered Client Associate

Overview

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients.

As a Client Associate/Registered Client Associate, you will become a trusted resource to our clients, advisors, and the branch. You will use your administrative and operational skills to help our advisors manage and grow their business, demonstrating a client‑first approach while meeting compliance standards.

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs, escalating to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation, communicating with clients about items needed and adhering to compliance standards.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Must‑have

• Bachelor’s degree or equivalent job‑related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and a mindset focused on improving advisor efficiency and effectiveness.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain license 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.

RBC offers a comprehensive total‑rewards program including competitive compensation and flexible benefits such as a 401(k) program with company‑matching contributions, health, dental, vision, life and disability insurance, and paid‑time off.

• Leadership support through coaching and development opportunities.
• Opportunities to make a difference and have a lasting impact.
• Dynamic, collaborative, progressive, and high‑performing team environment.
• Challenging work and opportunities to build close relationships with clients.

Salary range:
Registered Client Associate $49,500–$77,000;
Client Associate $44,000–$66,000. Additional discretionary variable compensation based on individual and business performance.

• 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

Location:

1201 Pacific Avenue, Tacoma, United States of America

Hours per week: 40

Employment type:

Full time regular salaried.

Work platform:
Wealth Management.