Skip to main content
BerryMap
Full-Time
On-Site
Sign up to see your commute

Client Associate/Registered Client Associate

RRoyal Bank of Canada360 Garfield Ave, Winter Park, FL0
View on Map

Description

This role at RBC Wealth Management involves supporting financial advisors and clients through administrative and operational tasks. Key responsibilities include building client relationships, handling account inquiries, ensuring compliance, processing transactions, adapting to technology, and preparing correspondence in a collaborative setting. The position also offers career development and training opportunities.

What We're Looking For

Build and maintain professional client relationships, assisting with account questions and escalating to financial advisors when needed.,Adhere to compliance standards by maintaining account documentation and communicating with clients about required items.,Facilitate the transfer of funds and securities, complete trades, 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 and a mindset focused on increasing advisor efficiency.,Possess Series 7 and 66 (or 63/65) licenses or be willing to obtain them 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.,Current FINRA registrations (nice-to-have).,Financial services experience (nice-to-have).

Minimum Education

Bachelor's Degree

Hard Skills

Series 7 License
Series 66 License (or 63/65)
Financial services knowledge

Soft Skills

Verbal Communication
Written Communication
People Skills
Organizational Skills
Client Service
Attention to Detail
Customer Knowledge
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Perseverance
Follow-Through
Product Services
Sales Activities
Adaptability

Work Hours

40 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock).
Leaders who support development through coaching and managing 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 business.

About the Company

R

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.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada
Back to Job Board

    We respect your privacy

    BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.