Client Associate

Royal Bank of Canada • City of Albany, NY

7d • $50,000 - $80,000

About The Position

The Client Associate supports financial advisors and clients in an RBC Wealth Management branch, serving as a trusted administrative and operational resource. The role applies a client-first approach while meeting compliance standards, researching and resolving problems, onboarding accounts, processing and maintaining account records, implementing technology changes, and preparing correspondence in a fast-paced, professional, 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, 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 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 to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation, comply with standards, and communicate with clients about required items.
• 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

• 401(k) program with company-matching contributions.
• Health, dental, vision, life, and disability insurance.
• Paid time off.
• Training, development, and learning resources.
• Coaching and management opportunities to support development.
• Discretionary variable compensation opportunity, subject to business performance targets and individual goals.

What This Job Offers

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