Client Associate/registered Client Associate

Royal Bank of Canada

Portland, OR, United States
Base: $40,000 - $70,000 depending on position + ex...
Client service and relationship management
Compliance standards adherence
Account processing and maintenance
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.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable supports your development and success.

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: $40,000 - $70,000 depending on position and experience; Bonus/Equity: Discretionary bonus and commissions; Benefits: 401(k) with company match, health, dental, vision, life and disability insurance, paid time-off

Skills & Requirements

Must-have

  • Client service and relationship management
  • Compliance standards adherence
  • Account processing and maintenance
  • Operational support for financial advisors
  • Effective verbal and written communication

Nice-to-have

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

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