# Registered Client Associate

**Company**: RBC Wealth Management
**Location**: Portland, Oregon
**Job type**: full-time
**Salary**: $45,000 - $70,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Portland-Oregon-United-States-of-America/Registered-Client-Associate_R-0000191675-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_e209adbb-505

## Description

As a Registered Client Associate, you will be a trusted resource to our clients, advisors, and branch. You will use your administrative and operational skills to help our advisors manage and grow their business. You will 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, 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

Benefits:

- 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.

- Opportunities to build close relationships with clients.

Salary: $45,000 - $70,000 per year

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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/Portland-Oregon-United-States-of-America/Registered-Client-Associate_R-0000191675-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)