Client Service Associate
23 hours ago
We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at RBC Capital Markets, LLC. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.
Key Responsibilities- Client Service: Build and maintain professional relationships with clients by assisting them with account inquiries and providing timely and accurate information.
- Account Management: Take initiative to handle account inquiries and customer needs, escalating to financial advisors when necessary.
- Compliance: Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.
- Transaction Processing: Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
- Confidentiality: Maintain confidentiality in accordance with RBC's Code of Conduct.
- Education: Bachelor's degree or job-related experience.
- Skills: Strong soft skills, including verbal and written communication, people, organizational, and client service skills. Attention to detail and the ability to adapt to a rapidly changing business and technology environment.
- Licenses: Series 7 and 66 (or 63/65) licenses, or ability to obtain within 12 months.
- Total Rewards Program: Comprehensive program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leadership Support: Leaders who support your development through coaching and managing opportunities.
- Opportunities for Growth: Ability to make a difference and lasting impact, work in a dynamic, collaborative, progressive, and high-performing team, and access to a variety of job opportunities across the business.
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