What is the opportunity?
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Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Operations Associate, become a trusted resource to our clients, advisors and branch.
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Use your administrative and operational skills to help our advisors manage and grow their business. Â Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
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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.
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What will you do?
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- 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.
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What do you need to succeed?
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Must-have
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- Bachelor’s degree or job-related experience
- 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
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
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Nice-to-have
- Current FINRA registrations
- Financial services experience
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