# Registered Client Associate

**Company**: RBC Wealth Management
**Location**: San Jose, California
**Experience**: senior
**Job type**: full-time
**Salary**: $60,000 - $100,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/San-Jose-California-United-States-of-America/Investment-Associate-Sr-Investment-Associate_R-0000187924?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_13ec00bf-352

## Description

Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.

You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

**Responsibilities**

- Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.

- Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.

- Performing contract administration support and resolving contract related issues.

- Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.

**Requirements**

- Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience

- Series 7 and 66 (or 63/65)

**Preferred Qualifications**

- Previous experience in leadership

**Salary and Benefits** The good-faith expected salary range for the above position is $60,000 - $100,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

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## Skills

### Required
- Customer Knowledge
- Customer Service
- Customer Service Management
- Group Problem Solving
- Identifying Sales Opportunities
- Interpersonal Relationship Management
- Oral Communications
- Perseverance and Follow-Through
- Product Services
- Sales Activities

### Nice to have
- leadership

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/San-Jose-California-United-States-of-America/Investment-Associate-Sr-Investment-Associate_R-0000187924?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)