Client Associate
Description
The Client Associate role at RBC Wealth Management involves supporting financial advisors and clients by applying administrative and operational expertise. Key responsibilities include managing accounts, resolving issues, ensuring compliance, processing transactions, and maintaining client relationships with a client-first approach, all within a professional and collaborative setting.
What We're Looking For
Build and maintain professional relationships with clients.,Assist clients with inquiries and account questions, escalating when necessary.,Adhere to compliance standards by obtaining and maintaining appropriate account documentation.,Communicate with clients regarding required account items.,Facilitate transfers 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.,Bachelor's degree or job-related experience.,Strong verbal and written communication, people, organizational, and client service skills.,Attention to detail with a focus on advisor efficiency.,Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.,Ability to adapt to a rapidly changing business and technology environment.
Ideal Candidate
Bachelor's degree or job-related experience.,Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.,Current FINRA registrations (Nice-to-have).,Financial services experience (Nice-to-have).
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Must be willing to obtain Series 7 and 66 (or 63/65) licenses within 12 months of hire.
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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