Client Relationship Associate

2 weeks ago


Boca Raton, Florida, United States RBC Full time
Job Overview
What is the opportunity?

Join RBC Wealth Management and embody our core values while contributing to a supportive environment for both financial advisors and clients.

As a Client Relationship Associate, you will serve as a reliable resource for our clients, advisors, and branch operations. Utilize your administrative and operational expertise to assist advisors in enhancing their business.

Your Responsibilities:
- Cultivate and sustain professional relationships with clients by addressing their inquiries and account-related questions.
- Proactively manage account inquiries and customer needs, escalating issues to financial advisors when necessary.
- Ensure compliance by obtaining and maintaining the necessary account documentation, effectively communicating with clients regarding required items.
- Facilitate the transfer of funds and securities, execute trades in client accounts, and process checks, wires, and ACH transactions promptly.

Maintain confidentiality in alignment with RBC's Code of Conduct.

What do you need to succeed?
Must-have:
- Bachelor's degree or relevant experience
- Strong interpersonal skills, including verbal and written communication, organizational, and client service abilities
- Attention to detail with a focus on enhancing advisor efficiency
- Series 7 and 66 (or 63/65) licenses or the willingness to obtain these within 12 months of hire
- Adaptability to a fast-paced business and technological landscape
Nice-to-have:
- Current FINRA registrations
- Experience in financial servicesWhat’s in it for you?

We thrive on challenges, fostering a culture of growth and collaboration to provide trusted advice that helps our clients and communities flourish.

We value each other, strive for our potential, and aim for mutual success.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock options where applicable
  • Supportive leadership focused on your development through coaching and opportunities
  • Ability to make a significant impact
  • Work within a dynamic, collaborative, and high-performing team
  • Flexible work/life balance options
  • Challenging work opportunities
  • Access to a variety of job opportunities across the organization
Job Skills:
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

Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion as key drivers of innovation and growth. We are dedicated to creating inclusive teams and equitable workplaces where all employees can be their authentic selves.

We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide an accessible candidate experience for prospective employees with different abilities. Please inform us if you require any accommodations during the recruitment process.



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