Wealth Management Client Associate

Royal Bank of Canada; Jericho (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

Royal Bank of Canada in Jericho, NY, is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, answer questions, and help onboard and maintain accounts in a fast-paced Wealth Management environment.

The role emphasizes client-first service, adherence to compliance, and collaboration with advisors. A strong tolerance for change and progress within a large financial institution is essential.

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

Verbal & written communication

People skills

Organizational skills

Client service

Attention to detail

Education

Bachelor's degree

Job description

Royal Bank of Canada in Jericho, NY, is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, answer questions, and help onboard and maintain accounts in a fast-paced Wealth Management environment.

The role emphasizes client-first service, adherence to compliance, and collaboration with advisors. A strong tolerance for change and progress within a large financial institution is essential.