What is the opportunity?
Embrace RBC Wealth Management’s core values and 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
Maintain confidentiality in accordance with RBC’s Code of
What do you need to succeed?
Strong verbal and written communication
Excellent 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 ability to obtain
within 12 months
Ability to adapt to a rapidly changing business and technology
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 great benefits,
annual incentive program and recognition
Leaders who support your development
A dynamic, collaborative, and high-performing team
Opportunities to do challenging work and grow your career
Positive work culture emphasizing diversity and inclusion,
volunteerism and community involvement
City: [[Beverly Hills]]
Address: [[9465 Wilshire Blvd #700]]
Work Hours/Week: []
Work Environment: [[Branch]]
Employment Type: [[Full Time]]
Career Level: [[Professional]]
Pay Type: [[Hourly]]
Position Level: [[PL11]]
Required Travel(%): [[0-25%]]
People Manager: [[No]]
Application Deadline: [[10/15/20]]
Req ID: []