Client Associate/Registered Client Associate

Overview Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. Responsibilities Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalt to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items 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. Qualifications Must-have Bachelor’s degree or job‑related experience Strong soft skills including verbal and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you can make advisors more efficient and effective Series 7 and 66 (or 63/65) licenses Ability to adapt to a rapidly changing business and technology environment Nice‑to‑have Current FINRA registrations Financial services experience Job Skills Customer Service Data Entry Data Gathering Analysis Desktop Tools Group Problem Solving Interpersonal Relationships Knowledge Organization Teamwork Time Management Word Processing Software Benefits A comprehensive Total Rewards Program includes competitive compensation and flexible benefits such as a 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off. Leaders support your development through coaching and management opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high‑performing team. Opportunities to do challenging work and build close relationships with clients. Compensation & Variable The expected salary range for the Registered Client Associate position is $49,500 - $77,000 and for the Client Associate position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. Location Address: 9465 WILSHIRE BOULEVARD, BEVERLY HILLS, United States of America Job Details Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried #J-18808-Ljbffr RBC