Wealth Management: Client Associate (Hybrid)

Royal Bank of Canada; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Competitive compensation

Commissions

Stock options

Job summary

Royal Bank of Canada Wealth Management in Dallas is seeking a Registered Client Associate to serve financial advisors and clients, handling account inquiries, documentation, and routine operations in a fast-paced, collaborative setting.

You will build client relationships, process transfers, trades, checks, wires, and ACHs, while maintaining compliance and confidentiality and supporting the branch's growth and client satisfaction.

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication and client service abilities.
• Attention to detail with process orientation.
• Series 7 and 66 (or 63/65) licenses required.
• 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 escalateto 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 orientation

Attention to detail

Series 7 & 66 licenses

Adaptability to changing environment

Education

Bachelor's degree or job-related experience

Job description

Royal Bank of Canada Wealth Management in Dallas is seeking a Registered Client Associate to serve financial advisors and clients, handling account inquiries, documentation, and routine operations in a fast-paced, collaborative setting.

You will build client relationships, process transfers, trades, checks, wires, and ACHs, while maintaining compliance and confidentiality and supporting the branch's growth and client satisfaction.