Client Associate/Registered Client Associate
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 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.
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 the Registered Client Associate position is $49,500 - $77,000 and the Client Associate 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.
Additional Job Details
- Address: 1201 PACIFIC AVENUE:TACOMA, City: Tacoma, Country: United States of America
- Work hours/week: 40
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-06-22
- 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. Qualified applicants may be contacted to review their resume in more detail.
Our Values
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.
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