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Registered Client Associate - San Diego

Company: RBC
Location: San Diego
Posted on: September 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 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.----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-haveStrong verbal and written communicationExcellent 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-haveBachelor's degreeCurrent FINRA registrationsFinancial services experience--WMUS2020----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.JOB SUMMARYCity:----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:----09/25/2020--Platform:----Wealth Management--Req ID:----272567Ad Code(s):

Keywords: RBC, San Diego , Registered Client Associate - San Diego, Other , San Diego, California

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