Senior 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. As a Senior 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 ACHs in a timely manner. Maintain confidentiality in accordance with RBC’s Code of Conduct. 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 a mindset of how you can make advisors more efficient and effective. Series 7 and 66 (or 63/65) licenses. 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 bonuses, flexible benefits, competitive compensation, commissions and stock where applicable. 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. 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. 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. Location 8888 Keystone Crossing, Indianapolis, Indiana, United States of America #J-18808-Ljbffr