Wealth Management: Client Services 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

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.