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. 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.
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
Qualifications
- Current FINRA registrations
- Financial services experience
Skills
- Customer Service
- Data Entry
- Data Gathering Analysis
- Desktop Tools
- Group Problem Solving
- Interpersonal Relationships
- Knowledge Organization
- Teamwork
- Time Management
- Word Processing Software
Benefits
- We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
- 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.
- Leverage coaching and managing opportunities from leaders who support your development.
- The ability to make a difference and lasting impact.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
Pay
- The expected salary range for the Registered Client Associate position is $45,000 - $70,000 and the Client Associate position is $40,000 - $60,000, 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: 5310 KIETZKE LANE:RENO
- City: Reno
- Country: United States of America
- Work hours/week: 40
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
Our Employment Opportunities
We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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