# Registered Client Associate

**Company**: RBC Wealth Management
**Location**: Florham Park, New Jersey
**Experience**: senior
**Job type**: full-time
**Salary**: $49,500 - $77,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Florham-Park-New-Jersey-United-States-of-America/Senior-Registered-Client-Associate_R-0000191948?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_3fc4413a-1a3

## Description

This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment.

You’ll be a trusted resource for clients, advisors, and the branch, leveraging your administrative and operational expertise to help advisors manage and grow their business.

From day one, you’ll embrace a client-first approach, ensuring compliance, resolving complex issues, onboarding accounts, and implementing technology solutions, all while maintaining meticulous account records.

The role involves:

- Building and maintaining professional relationships with clients by assisting them and answering account questions.

- Handling account inquiries and customer needs, escalating to financial advisors when appropriate.

- Adhering to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed.

- Facilitating the transfer of funds and securities, completing trades in client accounts, and processing checks, wires, and ACH’s in a timely manner.

- Maintaining confidentiality in accordance with RBC’s Code of Conduct.

Requirements include:

- Bachelor’s degree or job-related experience.

- Strong soft skills including verbal and written communication, people, organisational, 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.

- Ability to adapt to a rapidly changing business and technology environment.

The expected salary range for this position is $49,500 - $77,000, depending on your experience, skills, and registration status, market conditions, and business needs.

Benefits include:

- A comprehensive Total Rewards Program with competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

- Leaders who support your development through coaching and managing opportunities.

- Ability to make a difference and lasting impact.

- Work in a dynamic, collaborative, progressive, and high-performing team.

- Opportunities to do challenging work and build close relationships with clients.

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## Skills

### Required
- Customer Service
- Data Entry
- Data Gathering Analysis
- Desktop Tools
- Group Problem Solving
- Interpersonal Relationships
- Knowledge Organisation
- Teamwork
- Time Management
- Word Processing Software

### Nice to have
- Financial services experience

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Florham-Park-New-Jersey-United-States-of-America/Senior-Registered-Client-Associate_R-0000191948?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)