SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Client Associate/Registered Client Associate - San Francisco, CA

Company: Royal Bank of Canada
Location: San Francisco
Posted on: January 16, 2022

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-have * Bachelor'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-have * Current 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 WMUS About RBC Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit 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 Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. JOB SUMMARY City: San Francisco Address: 345 California Street, 29th Floor Work Hours/Week: 40 Work Environment: Branch Employment Type: Permanent Career Level: Entry Level Pay Type: Hourly Required Travel (%): 0 Exempt/Non-Exempt: Non-Exempt People Manager: No Application Deadline: 12/31/2021 Req ID: 430263 Posting Notes:

Keywords: Royal Bank of Canada, San Francisco , Client Associate/Registered Client Associate - San Francisco, CA, Other , San Francisco, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds