Client Associate/Registered Client Associate

Opportunity 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, you will be 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 while meeting compliance standards, researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes and preparing 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 the initiative to handle account inquiries and customer needs and Escalate 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 ACH 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 or the willingness to get licensed 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. Benefits A comprehensive Total Rewards Program that includes competitive compensation and flexible benefits such as a 401(k) program with company matching, health, dental, vision, life, disability insurance, and paid‑time off. Leaders who 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. The expected salary range for the Registered Client Associate position is $49,500 – $77,000 and the Client Associate position is $44,000 – $66,000, depending on your experience, skills, and registration status, market conditions and business needs. You also have the potential to earn more through RBC’s discretionary variable compensation program. 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: 1201 Pacific Avenue, Tacoma, Washington, United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried #J-18808-Ljbffr 0000050176 RBC Capital Markets, LLC