Client Associate/registered Client Associate

Royal Bank of Canada

San Jose, California, United States
Base: $45,000 - $75,000 for client associate; $55,...
Client service skills
Verbal and written communication
Organizational skills
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 training, development and learning resources so you continue to grow your career in a way that matters to you.

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: $45,000 - $75,000 for Client Associate; $55,000 - $90,000 for Registered Client Associate; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including bonuses, flexible benefits, commissions, and stock where applicable

Skills & Requirements

Must-have

  • Client service skills
  • Verbal and written communication
  • Organizational skills
  • Compliance standards adherence
  • Account documentation management
  • Problem resolution
  • Technology adaptation

Nice-to-have

  • Financial services experience
  • Teamwork
  • Time management
  • Interpersonal relationships
  • Group problem solving
  • Knowledge organization
  • Word processing software

Key Requirements

  • Bachelor’s degree or job-related experience
  • Series 7 and 66 (or 63/65) licenses or ability to obtain within 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter