Client Associate

RBC; Bend (OR); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Total Rewards program

401(k) with company matching

Paid time off

Job summary

RBC in Bend, Oregon is seeking a Client Associate to build and maintain client relationships, answer account questions, and assist advisors with day-to-day activities in wealth management.

The role involves processing transfers and trades, facilitating checks, wires, and ACHs, and ensuring compliance with documentation and confidentiality standards. A Bachelor’s degree and strong communication skills are required; Series 7 and 66 licenses (or 63/65) or willingness to obtain are expected.

Qualifications

• 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 willingness to obtain upon hire.
• Ability to adapt to a rapidly changing business and technology environment.

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 elevate 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.

Skills

Strong communication

Attention to detail

Client service

Series 7/66 licenses

Willing to obtain licenses

Adaptability

Education

Bachelor’s degree

Job description

Job Description

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.

• Take initiative to handle account inquiries and customer needs and elevate 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.

What do you need to succeed?

Must-have

• 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 willingness to obtain upon hire

• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Financial services experience

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

• 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 build close relationships with clients.

The good-faith expected salary range for the Client Associate role is $38,000 - $60,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high performance culture

• Enables collective achievement of our strategic goals

• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

2220 NORTHWEST LABICHE LANE:BEND

City:

Bend

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-25

Application Deadline:

2026-09-15

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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