Registered Client Associate

Royal Bank of Canada • Phoenix, AZ

1d

About The Position

What is the opportunity? Join a solid nationally ranked, top-tier financial advisor team in our Phoenix office. Some industry experience is of value however, not a prerequisite for this position. If you have experience providing excellent client service, work well in a team setting, you may be the person we are looking for. Embracing our team’s and RBC Wealth Management’s core values and culture is an integral part of our client’s experience. As a Registered Client Associate, you will become a trusted resource to our clients and our team. Use your administrative and operational skills to partner with our team. Some of the daily job duties include: demonstrating a client first approach as you meet compliance standards, researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes and preparing correspondence in a professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

Requirements

• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• 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.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees