Registered Client Associate / Client Associate

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs, escalating to financial advisors when appropriate. Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about required items. 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 while using administrative and operational skills to help advisors manage and grow their business. This role supports the branch's mission to deliver trusted advice to help clients thrive and communities prosper within a collaborative, fast-paced environment.