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Client Associate/Registered Client Associate

RBC

Role Overview Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. 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 elevate to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating 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 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 a mindset of how you can make advisors more efficient and effective. Series 7 and 66 (or 63/65) licenses or willingness to obtain a license within 12 months of hire. Ability to adapt to a rapidly changing business and technology environment. Current FINRA registrations. Financial services experience. Benefits A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock (where applicable). Leadership support through coaching and management opportunities. Opportunity to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, high‑performing team. Flexible work/life balance options. Opportunities to take on progressively greater accountability. Access to a variety of job opportunities across the business. Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software. Job Details Address: 2398 EAST CAMELBACK ROAD, PHOENIX, United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-09 Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr

Vacancy posted 4 days ago
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