Senior Client Associate, Wealth Management — Impact & Growth

Royal Bank of Canada; Jericho (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

Coaching and development opportunities

Job summary

Royal Bank of Canada Wealth Management in Jericho, NY is seeking a Senior Registered Client Associate to support experienced advisors in delivering client-first service. You will leverage your administrative and operational skills to help manage and grow client relationships in a fast-paced, collaborative environment.

With 3+ years in a Registered Client Associate role and active Series 7/66 (or 63/65) licenses, you will onboard accounts, resolve complex issues, and implement technology

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 mindset to make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses
• Ability to adapt to a rapidly changing business and technology environment
• Financial services experience (Nice-to-have)

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 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.

Skills

Customer Knowledge

Customer Service

Service Management

Team Problem Solving

Sales Opportunities

Relationship Management

Oral Communication

Perseverance

Product Services

Sales Activities

Job description

Royal Bank of Canada Wealth Management in Jericho, NY is seeking a Senior Registered Client Associate to support experienced advisors in delivering client-first service. You will leverage your administrative and operational skills to help manage and grow client relationships in a fast-paced, collaborative environment.

With 3+ years in a Registered Client Associate role and active Series 7/66 (or 63/65) licenses, you will onboard accounts, resolve complex issues, and implement technology