Client Associate/Registered Client Associate

5 days ago

Jericho, New York, United States RBC Capital Markets, LLC Full time
Job Summary

As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients in a fast-paced, professional environment. Your administrative and operational skills will be utilized to help advisors manage and grow their business, while maintaining a client-first approach and adhering to compliance standards.

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, escalating to financial advisors when necessary.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.
Requirements
  • Bachelor's degree or relevant work experience.
  • Strong soft skills, including verbal and written communication, people, organizational, and client service skills.
  • Attention to detail and a mindset focused on making advisors more efficient and effective.
  • Series 7 and 66 (or 63/65) licenses or willingness to obtain 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 the business.

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