Registered Client Associate

Royal Bank of Canada; Florida; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and stock where applicable

Coaching and development opportunities

Flexible benefits

Dynamic team environment

Job summary

Royal Bank of Canada’s Wealth Management branch in Palm Beach Gardens is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach. You will support account setup, documentation, and inquiries in a fast-paced, compliant environment.

The role emphasizes building relationships, handling trades and transfers, and maintaining confidentiality while adapting to evolving technology and processes within a leading global bank.

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
• 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

Client service

Verbal communication

Written communication

People skills

Organizational skills

Attention to detail

Teamwork

Time management

Word processing software

Interpersonal relationships

Education

Bachelor's degree

Job-related experience

FINRA licenses (Series 7/66 or 63/65)

Tools

FINRA registrations

Job description

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.

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 escal ...?
• 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.

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?

• 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

Job Skills

• Customer Service
• Data Entry
• Data Gathering Analysis
• Desktop Tools
• Group Problem SolvingInterpersonal Relationships
• Knowledge Organization
• Teamwork
• Time Management
• Word Processing Software

Additional Job Details

Address:

3801 PGA BOULEVARD:PALM BEACH GARDENS City:

Palm Beach Gardens Country:

United States of America Work hours/week:

40 Employment Type:

Full time Platform:

WEALTH MANAGEMENT Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-10-23 Application Deadline:

2026-11-30 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.