Client Associate

What is the opportunity? As a Registered Client Associate (RCA) / Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these roles, you will leverage your administrative and operational skills to support advisors in managing and growing their business, while maintaining a client‑first approach that meets compliance standards, resolves problems, onboards new accounts, and processes account records in a fast‑paced, professional environment. Job Description The BSM specifically acts as a player‑coach, serving as the primary liaison between Complex management and the branch on operational matters, while modelling and fostering a positive, productive work environment. At RBC Wealth Management, we prioritise your career progression, offering training, development, and learning resources to help you grow in a way that aligns with your goals. By joining RBC, you will contribute to helping clients thrive and communities prosper, all while upholding our core values and culture as an integral part of our branch. What will you do? Oversee branch staff and operations to keep the branch running smoothly, including onboarding, training, motivating staff, providing work direction, and resolving issues pertaining to staff supervision or escalating to Complex management. Ensure the effective communication of all policy and procedural changes and other issues that impact branch employees and their ability to effectively perform their jobs. Onboard new accounts, accurately record all securities and/or coupons received from clients, and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Oversee cage activities to make sure transactions get processed in a timely manner. Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner. What do you need to succeed? Must‑have Bachelor’s degree or job‑related experience. 3+ years of financial services experience with a solid knowledge of industry rules and regulations. Strong written and verbal communication and computer skills. Series 7 and 66 (or Series 63/65). Attention to detail coupled with the mindset of how you can make the branch more efficient and effective. Nice‑to‑have Supervisory experience. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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. 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 Additional Job Details Address: 919 East Main Street, Richmond City: Richmond Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-03-02 Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programmes intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customised info on our latest jobs, career tips and recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com #J-18808-Ljbffr RBC