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.
Ce que nous recherchons
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.
Candidat idéal
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).
Éducation minimale
Bachelor's Degree
Compétences techniques
Compétences interpersonnelles
Heures de travail
40 hours/week
Avantages
Engagements spéciaux
Must be willing to obtain Series 7 and 66 (or 63/65) licenses within 12 months of hire.
À propos de l'entreprise
Royal Bank of Canada
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.
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