Client Associate

What is the opportunity?

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients. As a Client Associate/Registered Client Associate, you will become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client‑first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast‑paced, professional and collaborative environment.

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate matters to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating required items to clients.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

• Bachelor’s degree or equivalent job‑related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client‑service skills.
• Attention to detail and a mindset focused on making advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses, or willingness to obtain licensing within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

• Current FINRA registrations.
• Financial services experience.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Flexible work/life balance options.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

Address: 3550 LENOX ROAD NORTHEAST: ATLANTA
City:
Atlanta
Country:
United States of America
Work hours/week: 40

Employment Type:

Full time
Platform:
Wealth Management
Job Type: Regular

Pay Type:

Salaried
Posted Date:

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.