Client Associate/Registered Client Associate - Atlanta, GA

Royal Bank of Canada • Atlanta, GA

17h

About The Position

The Client Associate/Registered Client Associate supports financial advisors and clients within an RBC Wealth Management branch. The role uses administrative and operational skills to help advisors manage and grow their business while providing clients with a professional, client-first experience. Responsibilities include meeting compliance standards, researching and resolving problems, onboarding new accounts, maintaining account records, implementing technology changes, and preparing correspondence in a fast-paced, collaborative environment. 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 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 to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation to meet compliance standards, and communicate with clients about items 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 new accounts, 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 take on progressively greater accountabilities.
• Access to a variety of job opportunities across the business.

What This Job Offers

• Job Type: Full-time