# Client Associate/Registered Client Associate

**Company**: RBC Wealth Management
**Location**: Brookfield, Wisconsin
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Brookfield-Wisconsin-United-States-of-America/Registered-Client-Associate-Client-Associate_R-0000192622?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/client-associate-registered-client-associate-b0c20ba4-dc9/

## Description

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative 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 escalate 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.

**Requirements**

- 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

**Nice to have**

- Current FINRA registrations

- Financial services experience

**What's in it for you?**

- Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

- 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.

- Flexible work/life balance options.

- Opportunities to do challenging work.

- Opportunities to take on progressively greater accountabilities.

- Access to a variety of job opportunities across the business.

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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

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Brookfield-Wisconsin-United-States-of-America/Registered-Client-Associate-Client-Associate_R-0000192622?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)