Client Associate/Registered Client Associate

RBC; Clive (IA); Sur place; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Total rewards program

Flexible benefits

Career development

Coaching and growth

Work-life balance

Résumé du poste

RBC Wealth Management is hiring a Client Associate/Registered Client Associate to support financial advisors and clients in the Clive, IA area. You will use your administrative and operational skills to help advisors manage and grow their business while maintaining a client-first approach and complying with regulatory standards.

You’ll build relationships, respond to client questions, assist with account documentation, and coordinate transfers and trades, all within a fast-paced, professional

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to improve advisor efficiency.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Responsabilités

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and client needs, escalating to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation and communicating with clients about items needed.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in line with RBC’s Code of Conduct.

Connaissances

Customer service

Data entry

Data gathering & analysis

Desktop tools

Group problem solving

Interpersonal relationships

Knowledge organization

Teamwork

Time management

Word processing software

Formation

Bachelor’s degree or job-related experience

Description du poste

Job Description

What is the opportunity?

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/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. 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. 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.

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 ACHs 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 the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• 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 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across the business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

1250 NORTHWEST 128TH STREET:CLIVE

City:

Clive

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.