Client Associate

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.

At RBC Wealth Management, your career progression matters to us.

We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

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?