Client Relationship Associate

2 weeks ago


Frederick, Maryland, United States Royal Bank of Canada Full time

Come Work with Us

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client Relationship Associate - Frederick, MD (Potential Sign-On Bonus)

Job Description

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/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.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

  • 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 communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

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 the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the 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

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

If selected for this opportunity, you will be awarded a one-time signing bonus that will be payable on your first payroll date after your start date. Specific details will be disclosed in an offer of employment.

Job Summary

Provides administrative support and coordination activities for a team of people. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

Address:

Frederick, Maryland, United States of America

City:

USA-MD-FREDERICK, USA-MD-ROCKVILLE

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at



  • Frederick, Maryland, United States State of Maryland - MDH Local Health - Frederick County Full time

    Introduction\r GRADE15\r LOCATION OF POSITIONMDH - Frederick County Health Department\r7300 Marcie's Choice Lane\rFrederick, MD 21702\r Main Purpose of JobThis position provides Direct Clinical Services to clients, including assessment, group sessions, and individual sessions. Individual sessions will include treatment planning, aftercare planning, and...


  • Frederick, Maryland, United States Blend360 Full time

    Job Description** What you'll do:**Actively work at front end engaging customers and offering creditHand out credit materials to customers while offering acquisition offer to customers walking store including specialtyDrive credit engagement through coaching, training and motivating THD associatesDrive 6-7 incremental applications per dayProactively engage...

  • Mortgage Loan Officer

    2 weeks ago


    Frederick, Maryland, United States Fulton Bank Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...


  • Frederick, United States Banfield, The Pet Hospital Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...


  • Frederick, United States O'Connor Plumbing Full time

    Job DescriptionJob DescriptionSalary: $22O'Connor Plumbing is a leading plumbing services provider in the DC-Metro area, committed to delivering high-quality and reliable solutions to our clients. With a rich history spanning over two decades, we take pride in our skilled team and unwavering commitment to customer satisfaction. As we continue to grow, we...

  • Sales Associates

    1 month ago


    Frederick, United States Aschenbach Auto Group Full time

    Ideal Hyundai Buick GMC in Frederick, MD is looking for Sales Associates. We offer excellent working conditions, competitive salaries, benefits, and an opportunity for career advancement. We are always interested in finding motivated, dedicated individuals to become part of our team! Responsibilities Include: - Nurture enriching relationships to build a...

  • Sales Associates

    3 weeks ago


    Frederick, United States Aschenbach Auto Group Full time

    Job DescriptionJob DescriptionSalary: Ideal Hyundai Buick GMC in Frederick, MD is looking for Sales Associates.  We offer excellent working conditions, competitive salaries, benefits, and an opportunity for career advancement.  We are always interested in finding motivated, dedicated individuals to become part of our team!  Responsibilities...


  • Frederick, United States Boscov's Full time

    Job DescriptionBoscov's Retail Sales AssociateUse your Retail Sales background to launch an exciting career in retail with one of the nation's leading retailers! Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's has been known for its great values and famous brands, and for...


  • Frederick, United States Boscov's Full time

    Job DescriptionBoscov's Retail Jewelry Department Sales AssociateExperienced Retail Jewelry Sales Associates- Use your Jewelry Sales background to launch an exciting career in retail with one of the nation's leading retailers! Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's...

  • Research Associate

    2 weeks ago


    Frederick, United States Henry M. Jackson Foundation Full time

    Overview Join the HJF Team! This position will be in support of the United States Army Medical Research Institute of Infectious Diseases (USAMRIID). This position will support research programs focused on the development of medical countermeasures (therapeutics and vaccines) for high containment viruses of interest to the Department of Defense and Health...


  • Frederick, United States Boscov's Full time

    Job Description Boscov's Retail Jewelry Department Sales Associate Experienced Retail Jewelry Sales Associates- Use your Jewelry Sales background to launch an exciting career in retail with one of the nation's leading retailers! Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years,...

  • QA Associate

    7 days ago


    Frederick, United States Sharp Decisions Full time

    A client of Sharp Decisions Inc. is looking for a QA Associate to be based in Frederick, MD. This position is 100% onsite Monday-Friday. The contract’s duration is 3 months with possible extension. *W2 and Local only. JOB DESCRIPTION: Provides clerical and administrative support related to documentation processes and systems. Creates logbooks and other...

  • QA Associate I

    2 weeks ago


    Frederick, United States TekWissen LLC Full time

    Job DescriptionJob DescriptionOverview: TekWissen Group is a workforce management provider throughout the USA and many other countries in the world. The below job opportunity is with one of our Biotech clients who researches develop and commercializes drugs. The company focuses primarily on antiviral drugs used in the treatment of HIV, hepatitis B, hepatitis...


  • Frederick, United States Frederick Health Full time

    Job Summary : Serves as the advanced support resource for all users of microcomputers with a concentration on PC server and PC application management. Duties include: installing, configuring and maintaining desktop and laptop PCs and peripherals such as printers, installing and configuring application and operating system software and upgrades,...


  • Frederick, United States Blend360 Full time

    Job Description ** What you'll do:** Actively work at front end engaging customers and offering credit Hand out credit materials to customers while offering acquisition offer to customers walking store including specialty Drive credit engagement through coaching, training and motivating THD associates Drive 6-7 incremental applications per day Proactively...


  • Frederick, United States Acosta Full time

    Merchandising Lead and Trainer General Information Company: PRE-US Location: FREDERICK, Maryland, 21701 Ref #: 55087 Function: Merchandising Employment Duration: Part-time Description and Requirements As one of Premium's vital merchandising lead and trainers, you'll ensure success of Premium's field team by connecting merchandisers to our culture and...


  • Frederick, United States BlueLinx Full time

    BlueLinx is expanding their Sales team. Bluelinx is looking for a Territory Sales Manager to handle existing customers, as well as grow the region. The right individual for this opportunity will need to have a HUNTER mentality and be driver to grow our relationships. The Territory Sales Manager must be comfortable calling on previous customers, finding new...


  • Frederick, United States The Orenda Center of Wellness Full time

    The Orenda Center of Wellness, LLC is a rapidly growing organization that is looking for a motivated individual to join the team and help expand our case management services department. We are a fun energetic company doing our part to fight the battle against addiction and mental health stigma. We treat all residents and clients as family when at Orenda,...


  • Frederick, United States Kalkreuth Roofing & Sheet Metal Inc Full time

    ** Kalkreuth Roofing & Sheet Metal, Inc** ** Warehouse Associate $14-$16 - Must Have Previous Forklift Experience** Frederick, MD 21704 **Kalkreuth Roofing and Sheet Metal** is one of the top 10 roofing contractors in the country and strives to maintain a progressive vision for the future. Kalkreuth specializes in complex commercial exterior envelope...


  • Frederick, United States Sheppard Pratt Full time

    Assertive Community Treatment (ACT) programs provide comprehensive, mobile treatment services for adults with a persistent mental health illness. The program is for individuals who have not found success in traditional outpatient settings and who require individualized treatment services when and where it's needed.What to expect.This is a mobile opportunity...


  • Frederick, United States Sheppard Pratt Full time

    Assertive Community Treatment (ACT) programs provide comprehensive, mobile treatment services for adults with a persistent mental health illness. The program is for individuals who have not found success in traditional outpatient settings and who require individualized treatment services when and where it's needed.What to expect.This is a mobile opportunity...

  • QA Associate

    7 days ago


    Frederick, MD, United States Sharp Decisions Full time

    A client of Sharp Decisions Inc. is looking for a QA Associate to be based in Frederick, MD. This position is 100% onsite Monday-Friday. The contract’s duration is 3 months with possible extension. *W2 and Local only. JOB DESCRIPTION: Provides clerical and administrative support related to documentation processes and systems. Creates logbooks and other...

  • Operations Manager

    5 days ago


    Frederick, United States Transportation Management Services Full time

    **Operations Manager**: **Summary**: Manage overall operations and is responsible for the effective and successful management of labor, productivity, quality control and safety measures as established and set forth in the Operations Plan developed by the Account Manager for the event/show. Ensure safe and efficient operations. Enhance the operational...