Client Associate

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries 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 ACHs in a timely manner. Maintain confidentiality in accordance with RBC’s Code of Conduct. This role supports onboarding new accounts, managing and growing advisors’ business, and improving efficiency through strong communication, organization, and teamwork in a fast-paced, collaborative environment.