Client Associate/Registered Client Associate

RBC Capital Markets, LLC; Vienna (VA); On-site; USD 44,000 - 77,000; Full time

Job summary

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Vienna, VA. You will handle account inquiries, onboarding, documentation, and fund transfers in a fast-paced, compliant environment.

The role emphasizes client-first service, relationship-building, and opportunities for professional growth within RBC Wealth Management. Licenses or progression toward licensing within 12 months are expected.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong verbal and written communication and client service skills.
• Attention to detail to improve advisor efficiency.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
• Ability to adapt to a changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients and answer account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining required documents and communicating needs.
• Facilitate transfers of funds/securities, process trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Client relationship management

Account inquiries

Communication skills

Attention to detail

Licenses (Series 7/66 or 63/65)

Adaptability

Compliance and documentation

Fund transfers and trades

Confidentiality

Onboarding experience

Education

Bachelor's degree or job-related experience

Job description

Job Description

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.

What is the opportunity?

As a Client Associate/Registered Client Associate, you will 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 ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Supports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks.

• Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
• Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
• Performing contract administration support and resolving contract related issues.
• Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.

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 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 expected salary range for the Registered Client Associate position is $49,500-$77,000 and the Client Associate position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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:

8010 TOWERS CRESCENT DRIVE:VIENNA

City:

Vienna

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-14

Application Deadline:

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

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.