Client Associate/Registered Client Associate

Job Description Embark on a role that lets you embrace RBC Wealth Management’s core values and inclusive culture. As a Client Associate / Registered Client Associate, you will be a trusted resource to clients, advisors, and branch staff. You will use your administrative and operational skills to help advisors manage and grow their business, while meeting compliance standards. You will research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes, and prepare correspondence in a fast‑paced, professional, collaborative environment. What is the opportunity? Amid a culture of inclusion and client‑first approach, you will support financial advisors and clients in a branch setting. Your work will help advisors grow their business, and you will develop your career through training, development, and learning resources. 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 customer needs and escalat[e] 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. Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts. Set goals that reflect and align with the overall business plan of the FA(s) you support. 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 and a mindset of how you can make advisors more efficient and effective Series7 and66 (or63/65) 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 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 our communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions and stock where applicable Leadership that supports your development through coaching and management opportunities Opportunity 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 the business #J-18808-Ljbffr