Client Associate/Registered Client Associate
11 hours ago
Embracing RBC Wealth Management's core values and inclusive culture, we seek a skilled Client Associate/Registered Client Associate to join our team. As a trusted resource, you will assist financial advisors and clients, leveraging your administrative and operational expertise to drive business growth.
Key Responsibilities- Build and maintain professional relationships with clients, providing exceptional service and answering account inquiries.
- Take initiative to handle account inquiries and customer needs, escalating to financial advisors when necessary.
- Adhere to compliance standards, obtaining and maintaining accurate account documentation and communicating with clients as needed.
- 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.
- 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.
We provide a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and you will have the ability to make a lasting impact and work in a dynamic, collaborative, and high-performing team.
We strive to create a workplace that is inclusive and equitable, where you can bring your true self to work. We are committed to building diverse teams and tackling issues of inequity and systemic bias to support our talent, clients, and communities.
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