Client Associate

Royal Bank of Canada

Winchester, United States
Base: not specified; bonus/equity: bonuses + commi...
Client service and communication skills
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 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 a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, 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 clients.

Salary

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

Skills & Requirements

Must-have

  • Client service and communication skills
  • Compliance standards adherence
  • Account documentation management
  • Fund and securities transfer processing
  • Problem research and resolution
  • Operational support for advisors

Nice-to-have

  • Ability to adapt to changing technology
  • Collaborative and inclusive culture
  • Progressive career development opportunities
  • Financial services experience
  • Strong organizational skills

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 work full time (40 hours/week)

Work Rights

Not specified

Tailored Resume

Cover Letter