Job Summary

　　What is the opportunity?

　　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.

　　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.

　　 Job Description

　　What is the opportunity?

　　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.

　　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.

　　What will you do?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.

　　What do you need to succeed?

　　Must-haveBachelor'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-haveCurrent FINRA registrations

　　Financial services experience

　　What's in it for you?

　　We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A 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 business

　　Job Skills

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

　　Additional Job Details

　　Address:

　　818 18TH AVENUE SOUTH:NASHVILLE

　　City:

　　Nashville

　　Country:

　　United States of America

　　Work hours/week:

　　40

　　Employment Type:

　　Full time

　　Platform:

　　Wealth Management

　　Job Type:

　　Regular

　　Pay Type:

　　Salaried

　　Posted Date:

　　2023-12-20

　　Application Deadline:

　　Inclusion and Equal Opportunity Employment

　　At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

　　We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

　　Join our Talent Community

　　Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

　　Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .