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Client Associatie/Registered Client Associate, San Diego

Company: RBC
Location: San Diego
Posted on: January 17, 2020

Job Description:

What is the opportunity?

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

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-have
  • Strong verbal and written communication
  • Excellent 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 63 (or 65 and/or 66) licenses or the willingness to get licensed within 9 months of hire
  • Ability to adapt to a rapidly changing business and technology environment
    Nice-to-have
  • Current FINRA registrations
  • Financial services experience
  • Bachelor's degree

    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.
  • Client First: We will always earn the right to be our clients' first choice
  • Collaboration: We win as One RBC
  • Accountability: We take ownership for personal and collective high performance
  • Diversity & Inclusion: We embrace diversity for innovation and growth
  • Integrity: We hold ourselves to the highest standards to build trust

    WMUS2019

    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 rbc.com/careers .

    JOB SUMMARY
    City: San Diego
    Address: 655 West Broadway
    Work Hours/Week: 40
    Work Environment: Regional Office
    Employment Type: Regular - U.S.
    Career Level: Experienced Hire/Professional
    Pay Type: Hourly
    Required Travel (%): 0
    Exempt/Non-Exempt: Non-Exempt
    People Manager: No
    Application Deadline: 02/15/2020
    Platform: Wealth Management
    Req ID: 202548
    Ad Code(s):

Keywords: RBC, San Diego , Client Associatie/Registered Client Associate, San Diego, Other , San Diego, California

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