Client Associate/Registered Client Associate

Client Associate/Registered Client Associate What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and clients. As a Client Associate/Registered Client Associate, be a trusted resource to clients, advisors and the branch. Use administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach that aligns with compliance standards, problem resolution, onboarding new accounts, maintaining account records, implementing technology changes, and preparing correspondence in a fast-paced, professional, and collaborative environment. At RBC Wealth Management, your career progression matters. We offer training, development and learning resources to help you grow your career in a meaningful way. What will you do? Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and client needs, escalating 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. What do you need to succeed? 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 with a mindset to help advisors be more efficient and effective Series 7 and 66 (or 63/65) licenses or willingness to obtain licenses within 12 months of hire Ability to adapt to a rapidly changing business and technology environment Nice-to-have Current FINRA registrations Financial services experience What's in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support development through coaching and 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 for progressively greater accountabilities Access to a variety of job opportunities across the business Salary ranges: Registered Client Associate $55,000 - $90,000; Client Associate $45,000 - $75,000, depending on experience, skills, registration status, market conditions and business needs. This range does not include other elements of total compensation such as discretionary bonuses and benefits (e.g., 401(k) with company matching, health/dental/vision/life/disability insurance, paid time off). RBC compensation philosophy emphasizes attracting, engaging and retaining a highly qualified global workforce to drive high performance and shareholder value. Job Details Address: 345 California Street, San Francisco City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-01 Application Deadline: See posting for details #J-18808-Ljbffr