Registered Client Associate

Royal Bank of Canada

Fort Worth, TX, United States of America
Base: not specified; bonus/equity: bonuses + commi...
Client service and relationship building
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 maintaining confidentiality.
  • 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 building
  • Compliance standards adherence
  • Account documentation management
  • Fund and securities transfer processing
  • Confidentiality maintenance
  • Effective communication skills
  • Adaptability to technology changes

Nice-to-have

  • Progressive thinking and growth mindset
  • Collaborative team environment
  • Coaching and development support
  • Flexible work/life balance options
  • Problem solving and organizational skills
  • Customer service orientation

Key Requirements

  • Bachelor’s degree or job-related experience
  • Series 7 and 66 (or 63/65) licenses
  • Current FINRA registrations
  • Financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter