Senior Client Advisor Support Specialist

Royal Bank of Canada; Florham Park (NJ); On-site; USD 50,000 - 77,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, vision benefits

Paid time off

Training and development

Job summary

Royal Bank of Canada (RBC Wealth Management) seeks an experienced Registered Client Associate to support advisors in Florham Park, NJ. You will leverage your licenses and administrative expertise to onboard accounts, resolve complex issues, and ensure accurate records while delivering client-focused service.

You will collaborate with advisors, maintain compliance, and use technology to enhance efficiency, contributing to growth and client satisfaction in a fast-paced environment.

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 and ability to make advisors more efficient and effective.
• Series 7 and 66 licenses (or 63/65).

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and upscale 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.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Series 7 license

Series 66 license

63/65 licenses

Education

Bachelor's degree or equivalent

Job description

Royal Bank of Canada (RBC Wealth Management) seeks an experienced Registered Client Associate to support advisors in Florham Park, NJ. You will leverage your licenses and administrative expertise to onboard accounts, resolve complex issues, and ensure accurate records while delivering client-focused service.

You will collaborate with advisors, maintain compliance, and use technology to enhance efficiency, contributing to growth and client satisfaction in a fast-paced environment.