Registered Client Associate/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 Service.
• Data Entry.
• Data Gathering Analysis.
• Desktop Tools.
• Group Problem Solving.
• Interpersonal Relationships.
• Knowledge Organization.
• Teamwork.
• Time Management.
• Word Processing Software.

Benefits

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, reach our potential, make a difference to our communities, and achieve success that is mutual.

Pay

The good-faith expected salary range is $35,000 - $55,000 for the Client Associate role, and $40,000 - $65,000 for the Registered Client Associate role. These ranges are depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

Schedule

Work hours/week: 40

Additional Job Details

• Address: 1201 Wills Street:Baltimore City: Baltimore Country: United States of America.
• Employment Type: Full time.
• Platform: WEALTH MANAGEMENT.
• Job Type: Regular.
• Pay Type: Salaried.
• Posted Date: 2025-10-29.
• 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.

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