Senior Client Associate/investment Associate

Royal Bank of Canada

Richmond, VA, United States
Base: not specified; bonus/equity: bonuses + commi...
Client account management
Compliance standards adherence
Discretionary portfolio management support
At RBC, we emphasize the importance of financial planning and put a primary focus on advisory management of client accounts

Job Summary

  • At RBC, we emphasize the importance of financial planning and put a primary focus on advisory management of client accounts.
  • The role involves building and maintaining professional relationships with clients, facilitating transactions, and ensuring compliance in a fast paced, professional and collaborative environment.
  • RBC offers a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Matching Summary

At RBC, we emphasize the importance of financial planning and put a primary focus on advisory management of client accounts.

Salary

Base: Not specified; Bonus/Equity: Bonuses and commissions where applicable; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Client account management
  • Compliance standards adherence
  • Discretionary portfolio management support
  • Administrative and operational skills
  • Financial advisor collaboration
  • Confidentiality maintenance

Nice-to-have

  • Strong verbal and written communication
  • Organizational and client service skills
  • Adaptability to changing technology
  • Team collaboration
  • Progressive career development mindset

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

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