Senior Client Associate/registered Client Associate

Royal Bank of Canada

Franklin, TN, United States of America
Base: not specified; bonus/equity: bonuses + commi...
Client service and communication skills
Compliance documentation management
Account inquiry handling and escalation
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.
  • We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

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: 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 documentation management
  • Account inquiry handling and escalation
  • Transaction processing and fund transfers
  • Confidentiality and code of conduct adherence
  • Adaptability to changing technology

Nice-to-have

  • Financial services experience
  • Progressive career development opportunities
  • Collaborative and inclusive team culture
  • Strong organizational and time management
  • Problem solving and teamwork skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter