Client Associate/Registered Client Associate

Royal Bank of Canada • Urbandale, IA

3d

About The Position

The Client Associate/Registered Client Associate supports financial advisors and clients in an RBC Wealth Management branch. The role uses administrative and operational skills to help advisors manage and grow their business while providing professional, client-first service in a fast-paced, collaborative environment. Work includes answering client account questions, resolving inquiries, meeting compliance standards, onboarding accounts, maintaining account records, processing transactions, implementing technology changes, and preparing correspondence. RBC provides training, development, and learning resources to support career growth.

Requirements

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, interpersonal, 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 the licenses within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Nice To Haves

• Current FINRA registrations.
• Financial services experience.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and customer needs, escalating issues to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation to meet compliance standards, and communicate with clients about documentation needed.
• Facilitate transfers of funds and securities, complete trades in client accounts, and process checks, wires, and ACH transactions in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support employee development through coaching and managing opportunities.
• Opportunity to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across the business.
• Training, development, and learning resources.

What This Job Offers

• Job Type: Full-time