Financial Services Associate

6 days ago

Cincinnati, Ohio, United States RBC Capital Markets, LLC Full time
Job Summary

Join RBC Wealth Management as a Client Associate/Registered Client Associate and become an integral part of our branch serving financial advisors and clients. As a trusted resource, you will use your administrative and operational skills to help advisors manage and grow their business.

Key Responsibilities
  • 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.
Requirements
  • 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.
What We Offer
  • 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.

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