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Registered Client Associate

RRoyal Bank of Canada9465 Wilshire Blvd Suite 700, Beverly Hills, CAUS$50,000 - US$80,000 per year
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Description

The Registered Client Associate at RBC Wealth Management is an integral part of the branch, supporting financial advisors and clients. This role involves utilizing administrative and operational skills to help advisors manage and grow their business, while also serving as a trusted resource for clients and the branch. The associate is expected to demonstrate a client-first approach, ensure compliance with standards, resolve problems, onboard new accounts, process and maintain account records, implement technology changes, and prepare correspondence in a fast-paced, collaborative environment. RBC offers training and development for career progression.

What We're Looking For

Build and maintain professional relationships with clients, assisting with inquiries and answering account questions, escalating to financial advisors when appropriate.,Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items.,Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACH's in a timely manner.,Maintain confidentiality in accordance with RBC's Code of Conduct.,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,Financial services experience (Nice-to-have)

Minimum Education

Bachelor's Degree

Hard Skills

Data Entry
Data Gathering Analysis
Desktop Tools
Word Processing Software

Soft Skills

Verbal communication
Written communication
People skills
Organizational skills
Client service skills
Attention to detail
Group Problem Solving
Interpersonal Relationships
Knowledge Organization
Teamwork
Time Management

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
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
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