Client Associate/Registered Client Associate

RBC • Seattle, WA

1d • $40,000 - $70,000

About The Position

Join RBC Wealth Management as an integral member of a branch, supporting financial advisors and clients in an inclusive, collaborative environment. The Client Associate/Registered Client Associate serves as a trusted resource and uses administrative and operational skills to help advisors manage and grow their business. The role involves delivering client-first service while meeting compliance standards, researching and resolving problems, onboarding accounts, processing and maintaining account records, implementing technology changes, and preparing correspondence.

The position offers training, development, and learning resources to support career growth. It is a salaried, full-time regular position with 40 work hours per week. The expected salary range is $45,000–$70,000 for a Registered Client Associate and $40,000–$60,000 for a Client Associate, depending on experience, skills, registration status, market conditions, and business needs. Additional compensation may be available through RBC’s discretionary variable compensation program, subject to business performance and individual goals.

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 helping advisors work more efficiently and effectively.
• 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 client needs, escalating to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation, comply with 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.
• Research and resolve problems, onboard accounts, process and maintain account records, implement technology changes, and prepare correspondence.

Benefits

• Comprehensive Total Rewards Program with competitive compensation, commissions, and stock where applicable.
• Flexible benefits, including a 401(k) program with company-matching contributions, health, dental, vision, life, and disability insurance, and paid time off.
• Discretionary variable compensation program, subject to business and individual performance.
• Coaching and development support from leaders.
• Flexible work/life balance options.
• Opportunities for challenging work and progressively greater accountabilities.
• Opportunities to build close relationships with clients and access a variety of job opportunities across the business.
• Opportunity to make a difference and lasting impact.
• Dynamic, collaborative, progressive, and high-performing team environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level