Registered Client Associate

Royal Bank of Canada • Palm Beach Gardens, FL

18h

About The Position

Join RBC Wealth Management as an integral member of a branch team, supporting financial advisors and clients in an inclusive, collaborative environment. Use administrative and operational skills to help advisors manage and grow their businesses while providing client-first service. Responsibilities include meeting compliance standards, researching and resolving problems, onboarding accounts, processing and maintaining account records, implementing technology changes, and preparing correspondence. RBC offers 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.
• Take initiative to handle account inquiries and customer needs, escalating to financial advisors when appropriate.
• Obtain and maintain appropriate account documentation, adhere to compliance 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

• Comprehensive Total Rewards Program, including bonuses and flexible benefits.
• Competitive compensation, commissions, and stock where applicable.
• Leaders who support employee development through coaching and managing opportunities.
• Opportunity to make a difference and lasting impact.
• Dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work and take on progressively greater accountabilities.
• Training, development, and learning resources.

What This Job Offers

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