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Client Associate/Registered Client Associate - Beverly Hills, CA

Company: RBC
Location: Beverly Hills
Posted on: October 18, 2020

Job Description:

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 manner.

Maintain confidentiality in accordance with RBC’s Code of Conduct.

What do you need to succeed?

Must-have

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 environment

Nice-to-have

Bachelor’s degree

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

Work-life integration

Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement

WMUS2020

JOB SUMMARY

City:  [[Beverly Hills]]

Address:   [[9465 Wilshire Blvd #700]]

Work Hours/Week:  [[40]]

Work Environment:  [[Branch]]

Employment Type:  [[Full Time]]

Career Level:  [[Professional]]

Pay Type:  [[Hourly]]

Position Level:  [[PL11]]

Required Travel(%):   [[0-25%]]

Exempt/Non-Exempt:  [[Non-Exempt]]

People Manager:  [[No]]

Application Deadline:  [[10/15/20]]

Req ID:  [[273285]]

Keywords: RBC, Beverly Hills , Client Associate/Registered Client Associate - Beverly Hills, CA, Other , Beverly Hills, California

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