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 our clients. Job Description As a Client Associate / Registered Client Associate, become a trusted resource to clients, advisors and branch. Use your administrative and operational skills to help 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. 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 escalate 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 ACH’s 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 coupled with the mindset of how you can make advisors more efficient and effective Series 7 and 66 (or 63/65) licenses, or willingness to obtain upon hire Ability to adapt to a rapidly changing business and technology environment Nice-to-Have Financial services experience What’s in it for you? A comprehensive Total Rewards Program including 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 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. Opportunities to build close relationships with clients. Compensation The expected salary range for the Registered Client Associate role is $49,500 - $77,000 and for the Client Associate role is $44,000 - $66,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. To be considered registered, you must have Series 7 and 66 or 63/65. This range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 1901 Avenue of the Stars, Los Angeles Country: United States of America Work Hours/Week: 40 Employment Type: Full Time Job Type: Regular Pay Type: Salaried Platform: Wealth Management Posted Date: 2026-07-21 #J-18808-Ljbffr