Senior Registered Client Associate
Description
Join a high-performing team at RBC Wealth Management in Jericho, NY, as a Senior Registered Client Associate. This role involves providing exceptional service to clients, managing accounts, ensuring compliance, and supporting financial advisors in growing their business. It's a career growth opportunity within an inclusive culture.
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 needed items.,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.
Ideal Candidate
Bachelor's degree or job-related experience,3+ years in a Registered Client Associate position,Active Series 7 and 66 (or 63/65) licenses
Minimum Education
Bachelor's Degree or job-related experience
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.