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Job Summary
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?
What do you need to succeed?
Must-have
Nice-to-have
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.
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
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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 .
Full Time
Banking
$54k-70k (estimate)
03/17/2024
04/15/2024
rbccm.com
CHARLOTTE, NC
7,500 - 15,000
1929
CRAIG WAGNER
$200M - $500M
Banking
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia-Pacific region, which collectively encompass more than 75% of global investment banking activity each year. We are part of Royal Bank of Canada (RBC), a leading, diversified provider of financial services and one of th...e strongest banks globally. Founded in 1864, RBC is the 10th largest bank worldwide and the 5th in North America, as measured by market capitalization. RBC is among a small group of highly rated global banks and is recognized time and time again for its financial strength, market leadership and philanthropic work. For information on our legal terms of use visit https://www.rbccm.com/en/policies-disclaimers.page
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The job skills required for Client Associate include Client Service, Customer Service, Initiative, Written Communication, Problem Solving, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.