Client Associate

JOB REQUIREMENTS: Job Description What is the opportunity? Embrace RBCWealth Management's core values and inclusive culture as an integralpart of our branch serving financial advisors and our clients. As aClient Associate/Registered Client Associate, become a trusted resourceto our clients, advisors and branch. Use your administrative andoperational 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 andmaintain account records, implement technology changes and preparecorrespondence in a fast paced, professional and collaborativeenvironment. At RBC Wealth Management, your career progression mattersto us. We offer training, development and learning resources so youcontinue to grow your career in a way that matters to you. What will youdo? Build and maintain professional relationships with clients byassisting them and answering account questions. Take initiative tohandle account inquiries and customer needs and escalate to financialadvisors when appropriate. Adhere to compliance standards by obtainingand maintaining appropriate account documentation and communicate withclients about items needed. Facilitate the transfer of funds andsecurities, complete trades in client accounts, and process checks,wires and ACH's in a timely manner. Maintain confidentiality inaccordance with RBC's Code of Conduct. What do you need to succeed?Must-have Bachelor's degree or job-related experience Strong softskills including verbal and written communication, people,organizational, and client service skills Attention to detail coupledwith the mindset of how you can make advisors more efficient andeffective Series 7 and 66 (or 63/65) licenses or the willingness to getlicensed within 12 months of hire Ability to adapt to a rapidly changingbusiness and technology environment Nice-to-have Current FINRAregistrations Financial services experience What's in it for you? Wethrive on the challenge to be our best, progressive thinking to keepgrowing, and working together to deliver trusted advice to help ourclients thrive and communities prosper. We care about each other,reaching our potential, making a difference to our communities, andachieving success that is mutual. A comprehensive Total Rewards Programincluding bonuses and flexible benefits, competitive compensation,commissions, and stock where applicable Leaders who support yourdevelopment through coaching and managing opportunities Ability to makea difference and lasting... For full info follow application link. RBCis an equal opportunity employer committed to diversity and inclusion.We are pleased to consider all qualified applicants for employmentwithout regard to race, color, religion, sex, sexual orientation, genderidentity, national origin, age, disability, protected veterans status orany other legally-protected factors. APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/85D020822D9C489A

Created: 2026-04-04