WashingtonRecruiter Since 2001
the smart solution for Washington DC jobs

Client Associate/Registered Client Associate - Washington, DC

Company: RBC
Location: Washington
Posted on: February 16, 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-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 12 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

    WMUS2020

    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: Washington
    Address: 1700 Pennsylvania Ave. NW
    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: 02/12/2020
    Platform: Wealth Management
    Req ID: 221499
    Ad Code(s):

Keywords: RBC, Washington DC , Client Associate/Registered Client Associate - Washington, DC, Other , Washington, DC

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Customer Account Advisor
Description: We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their (more...)
Company: Aarons
Location: Charlottesville
Posted on: 02/24/2020

Amazon Work From Home Jobs: Positions Open
Description: Hiring Now,
Company: CareersAndJob
Location: Charlottesville
Posted on: 02/24/2020

Looking For A Pet Sitter For 1 Dog In Charlottesville
Description: Charlottesville family
Company: Care.com
Location: Charlottesville
Posted on: 02/24/2020


CDL A Flatbed Trucking Job - Home Weekends
Description: Benefits: Earn 27 of line haul revenue Weekend home time Small company / family feel Leniency / willing to work with you in certain
Company: P & S Transportation
Location: Charlottesville
Posted on: 02/24/2020

Cardiovascular Intensive Care - CVICU - RN- Travel (Charlottesville)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Northern Virginia EM Opportunity - Easy DC Access
Description: Commonwealth Emergency Physicians CEP is a physician owned and managed Emergency Medicine group in Leesburg, Virginia. We are seeking a BC/BP Emergency Medicine Residency-trained Physician to join our (more...)
Company: EMrecruits
Location: Leesburg
Posted on: 02/24/2020

Travel Ultrasound Tech - $2,040 per week
Description: Assured Nursing is seeking a travel Ultrasound Tech for a travel job in Charlottesville, Virginia:- Specialty: Ultrasound
Company: NurseFly Travel Nursing
Location: Charlottesville
Posted on: 02/24/2020

Medical Surgical - Med/Surg RN - Travel (Charlottesville)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: Charlottesville
Posted on: 02/24/2020

Northern Virginia EM Opportunity - Easy DC Access
Description: Commonwealth Emergency Physicians CEP is a physician owned and managed Emergency Medicine group in Leesburg, Virginia. We are seeking a BC/BP Emergency Medicine Residency-trained Physician to join our (more...)
Company: EMrecruits
Location: Leesburg
Posted on: 02/24/2020

Benefits Advisor
Description: Job DescriptionJob Description: The Aflac Benefits Advisor works directly with business owners to deliver voluntary, healthcare and other benefits for their employees. It's a key role from a well-known (more...)
Company: Aflac
Location: Charlottesville
Posted on: 02/24/2020

Log In or Create An Account