# Client Associate

**Company**: RBC Wealth Management
**Location**: Los Angeles, 555 FLOWER STREET:LOS ANGELES
**Job type**: part-time
**Salary**: $21.15/hour - $31.73/hour
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/CNB-555-FLOWER-STREETLOS-ANGELES/Client-Associate_R-0000191619?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f8aed86c-820

## Description

We are seeking a Client Associate to join our team at RBC Wealth Management's branch in Los Angeles.

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

**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?**

- Competitive compensation: $21.15/hour - $31.73/hour, depending on experience, skills, and registration status, market conditions, and business needs

- Comprehensive Total Rewards Program, including 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off

- Opportunities for development and growth

- Collaborative and dynamic work environment

## Skills

### Required
- Customer Service
- Customer Knowledge
- Interpersonal Relationship Management
- Oral Communications
- Perseverance and Follow-Through

### Nice to have
- FINRA registrations
- Financial services experience

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/CNB-555-FLOWER-STREETLOS-ANGELES/Client-Associate_R-0000191619?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)