Client Associate/Registered Client Associate

RBC; Vienna (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company matching

Health/dental/vision insurance

Life and disability insurance

Paid time off

Job summary

RBC Wealth Management invites applications for a Client Associate/Registered Client Associate role in Vienna, VA. You will support advisors and clients with account-related inquiries, documentation, and transactions in a fast-paced environment, upholding client-first service and RBC standards.

You will navigate regulatory requirements, assist with onboarding and ongoing account maintenance, and collaborate with financial advisors to grow client assets while protecting information and ensuring

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 the willingness to get licensed within 12 months of 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 escalator 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

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

Education

Bachelor’s degree

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 escalator 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

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.