Client Associate/senior Client Associate

Royal Bank of Canada

Sturgeon Bay, United States
Base: competitive compensation; bonus/equity: comm...
Client service and communication skills
Compliance standards adherence
Account management and processing
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients

Job Summary

  • Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients.
  • Use your administrative and operational skills to help advisors manage and grow their business while maintaining compliance and client confidentiality.
  • We offer training, development, a comprehensive Total Rewards Program including bonuses and flexible benefits, and opportunities for career growth in a dynamic team.

Matching Summary

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

Salary

Base: Competitive compensation; Bonus/Equity: Commissions and stock where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Client service and communication skills
  • Compliance standards adherence
  • Account management and processing
  • Problem resolution and research
  • Technology adaptation in financial services

Nice-to-have

  • Financial services experience
  • Progressive and collaborative team environment
  • Coaching and development support

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)
  • Ability to adapt to changing business and technology environments

Work Rights

Not specified

Tailored Resume

Cover Letter