Full-Time

On-Site

Client Associate/Senior Client Associate

RRoyal Bank of Canada 756 Jefferson St, Sturgeon Bay, WI0

Description

This role at RBC Wealth Management involves becoming a trusted resource for financial advisors and clients within a branch setting. Responsibilities include utilizing administrative and operational skills to help advisors manage and grow their business, ensuring compliance, resolving problems, onboarding new accounts, processing records, implementing technology changes, and preparing correspondence in a fast-paced, collaborative environment. The role focuses on building and maintaining client relationships by assisting with account questions, handling inquiries, adhering to compliance standards, facilitating fund transfers and trades, and maintaining confidentiality.

What We're Looking For

Build and maintain professional relationships with clients, assisting with account questions and inquiries.,Handle account inquiries and customer needs, escalating to financial advisors when appropriate.,Adhere to compliance standards by obtaining and maintaining appropriate account documentation.,Communicate with clients about necessary items for accounts.,Facilitate the transfer of funds and securities, complete trades in client accounts.,Process checks, wires and ACH's in a timely manner.,Maintain confidentiality in accordance with RBC's Code of Conduct.,Willingness to get Series 7 and 66 (or 63/65) licenses within 12 months of hire.

Ideal Candidate

Bachelor's degree or job-related experience (Must-have),Series 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months of hire (Must-have),Ability to adapt to a rapidly changing business and technology environment (Must-have),Current FINRA registrations (Nice-to-have),Financial services experience (Nice-to-have)

Minimum Education

Bachelor's Degree

Hard 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

Soft Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service skills

Attention to detail

Work Hours

40 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock where applicable)

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

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

Access to a variety of job opportunities across business

Special Commitments

Must be willing to get 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.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

View all jobs at Royal Bank of Canada

Back to Job Board