Client Associate/registered Client Associate

Royal Bank of Canada

Wellesley, MA, United States of America
Base: $44,000 - $66,000 for client associate; $49,...
Client relationship management
Compliance standards adherence
Account documentation maintenance
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 demonstrating a client first approach in a fast paced, professional and collaborative environment.
  • We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, stock where applicable, and opportunities for career growth and development.

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: $44,000 - $66,000 for Client Associate; $49,500 - $77,000 for Registered Client Associate; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Compliance standards adherence
  • Account documentation maintenance
  • Fund and securities transfer processing
  • Administrative and operational support
  • Problem research and resolution

Nice-to-have

  • Strong verbal and written communication
  • Organizational and client service skills
  • Ability to adapt to changing environments
  • Progressive career development opportunities
  • Collaborative and inclusive 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