Registered Client Associate

Royal Bank of Canada

Beverly Hills, CA, United States of America
Base: $50,000 - $80,000; bonus/equity: discretiona...
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 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: $50,000 - $80,000; 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 communication skills
  • Compliance standards adherence
  • Account documentation management
  • Fund and securities transfer processing
  • Confidentiality maintenance
  • Adaptability to changing technology

Nice-to-have

  • Mandarin fluency
  • Financial services experience
  • Team collaboration
  • Organizational skills
  • Problem solving mindset

Key Requirements

  • Bachelor’s degree or job-related experience
  • Series 7 and 66 (or 63/65) licenses
  • Strong verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter