Client Associate/registered Client Associate

Royal Bank of Canada

Winter Park, FL, United States of America
Base: not specified; bonus/equity: bonuses + commi...
Client service and relationship management
Compliance standards adherence
Account documentation management
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients

Job Summary

  • Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
  • Use your administrative and operational skills to help our advisors manage and grow their business while meeting compliance standards and providing excellent client service.
  • We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Matching Summary

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.

Salary

Base: Not specified; Bonus/Equity: Bonuses and commissions where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Client service and relationship management
  • Compliance standards adherence
  • Account documentation management
  • Transaction processing and fund transfers
  • Confidentiality and code of conduct compliance

Nice-to-have

  • Adaptability to changing business environment
  • Strong verbal and written communication
  • Organizational and interpersonal skills
  • Progressive career development opportunities
  • Collaborative and inclusive team culture

Key Requirements

  • Bachelor’s degree or job-related experience
  • Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months
  • Current FINRA registrations (nice-to-have)
  • Financial services experience (nice-to-have)

Work Rights

Not specified

Tailored Resume

Cover Letter