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. As a Client Associate/Registered Client Associate, become 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 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 communicating 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 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? A comprehensive Total Rewards Program including competitive compensation and flexible benefits, such as 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. 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: 101 River Drive North, Great Falls City: Great Falls Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2026-05-11 #J-18808-Ljbffr