Client Associate/Registered Client Associate
RBC · Bloomfield Hills, MI · Yesterday
FinanceFull-time
What is the opportunity?
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, 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. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
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 the willingness to get licensed within 12 months of hire
Nice-to-have
- Current FINRA registrations
- 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
Additional Job Details
- Address: 38505 WOODWARD AVENUE:BLOOMFIELD HILLS
- City: Bloomfield Hills
- Country: United States of America
- Work hours/week: 40
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-06-08
- Application Deadline: 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.
- Applying to this posting allows you to express your interest in this current career opportunity at RBC.
- Qualified applicants may be contacted to review their resume in more detail.
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About RBC
- RBC is a bank that strives to deliver a workplace based on respect, belonging and opportunity for all.
- 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.
- Join our Talent Community to find out how we use our passion and drive to enhance the well-being of our clients and communities.