Client Associate

Royal Bank of Canada

Green Bay, United States
Base: competitive compensation; bonus/equity: comm...
Client service skills
Verbal and written communication
Attention to detail
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: Competitive compensation; Bonus/Equity: Commissions and stock where applicable; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Client service skills
  • Verbal and written communication
  • Attention to detail
  • Compliance standards adherence
  • Account management
  • Operational support skills

Nice-to-have

  • Ability to adapt to changing technology
  • Progressive career growth mindset
  • Collaborative team environment
  • 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