Client Associate

What will you do?

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 communicate 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.

What do you need to succeed?

• 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 willingness to obtain upon hire
• Nice-to-have: Financial services experience

What’s in it for you?

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
• We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your 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 build close relationships with clients.

Job 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

Additional Job Details

• Address: 2220 NORTHWEST LABICHE LANE, Bend, United States of America
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Job 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
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
• RBC’s Employment Opportunities: At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
• RBC’s Compensation Philosophy and Principles: Recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture, Enables collective achievement of our strategic goals, Generates sustainable shareholder returns and above market shareholder value
• Salary Range: The good-faith expected salary range for the Client Associate role is $38,000 - $60,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
• RBC’s Talent Community: Join our Talent Community to stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
• RBC’s Purpose: Delivering trusted advice to help our clients thrive and communities prosper
• RBC’s Workplace Culture: We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
• RBC’s Passion and Drive: Enhance the well-being of our clients and communities