Client Associate
Company: RBC Wealth Management
Location: Walnut Creek
Posted on: May 4, 2022
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Job Description:
Come Work with UsAt RBC, our culture is deeply supportive and
rich in opportunity and reward. You will help our clients thrive
and our communities prosper, empowered by a spirit of shared
purpose.Whether you're helping clients find new opportunities,
developing new technology, or providing expert advice to internal
partners, you will be doing work that matters in the world, in an
environment built on teamwork, service, responsibility, diversity,
and integrity.Job TitleClient AssociateJob DescriptionWhat 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
experienceStrong soft skills including verbal and written
communication, people, organizational, and client service
skillsAttention to detail coupled with the mindset of how you can
make advisors more efficient and effectiveSeries 7 and 66 (or
63/65) licenses or the willingness to get licensed within 12 months
of hireAbility to adapt to a rapidly changing business and
technology environment Nice-to-haveCurrent FINRA
registrationsFinancial services experienceWhat'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
applicableLeaders who support your development through coaching and
managing opportunitiesAbility to make a difference and lasting
impactWork in a dynamic, collaborative, progressive, and
high-performing teamFlexible work/life balance optionsOpportunities
to do challenging workOpportunities to take on progressively
greater accountabilities Access to a variety of job opportunities
across businessWMUSRBC requires as a condition of employment that
all successful candidates in the United States and Canada be fully
vaccinated against COVID-19 prior to their start date, and may
require proof of the same. Reasonable accommodation is available
where required by law.Job SummaryAddress:Walnut Creek, California,
United States of AmericaCity:USA-CA-WALNUT CREEKCountry:United
States of AmericaWork hours/week:40Employment Type:Full
timePlatform:Wealth ManagementJob Type:RegularPay
Type:SalariedPosted Date:2022-03-23-07:00Application
Deadline:Inclusion and Equal Opportunity EmploymentAt 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
CommunityStay 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
rbc.com/careers.PDN-95e45282-396a-4642-999d-64e65b1792ad
Keywords: RBC Wealth Management, Walnut Creek , Client Associate, Other , Walnut Creek, California
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