Client Associate/Registered Client Associate - Atlanta, GA

RBC • Atlanta, GA

2d • Onsite

About The Position

The Client Associate/Registered Client Associate is an integral member of an RBC Wealth Management branch, supporting financial advisors and clients. The role uses administrative and operational skills to help advisors manage and grow their business, while providing a client-first experience and meeting compliance standards. Work includes researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes, and preparing correspondence in a fast-paced, professional, and collaborative environment.

The position builds and maintains client relationships, responds to account questions and inquiries, and handles customer needs or escalates them to financial advisors as appropriate. It also supports account documentation and communications, processes transfers and client transactions, and maintains confidentiality in accordance with RBC’s Code of Conduct. RBC provides training, development, and learning resources to support career growth.

Requirements

• Bachelor’s degree or job-related experience.
• Strong 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 them 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 matters to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation and communicate with clients about outstanding items to meet compliance standards.
• Facilitate transfers of funds and securities.
• Complete trades in client accounts.
• Process checks, wires, and ACH transactions in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.
• Help financial advisors manage and grow their business through administrative and operational support.
• Research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes, and prepare correspondence.

Benefits

• Comprehensive Total Rewards Program, including bonuses and flexible benefits.
• Competitive compensation, commissions, and stock where applicable.
• Leaders who support development through coaching and managing opportunities.
• Flexible work/life balance options.
• Opportunities to do challenging work and 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
• Career Level: Entry Level