Client Associate

RBC · Glastonbury, CT · 2 days ago

Finance$44k–$66k/yrFull-time

About the role

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.

Responsibilities

Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed.
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.

Requirements

Must-have Bachelor’s degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire

Qualifications

Current FINRA registrations
Financial services experience

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

Benefits

We offer a comprehensive Total Rewards Program including competitive compensation and flexible benefits such as a 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leadership provides coaching and manages opportunities for development. There are opportunities to make a difference and last impact, do challenging work, and build close relationships with clients.

Pay

The expected salary range for this particular position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Schedule

Work hours/week: 40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Additional Job Details

Address: 200 GLASTONBURY BOULEVARD:GLASTONBURY
City: Glastonbury
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.

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