About this opportunity
RBC Capital Markets, LLC lists this Senior Registered Client Associate opportunity in jericho, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
What is the opportunity?
Join aForbesBest-in-State advisor team in Jericho, NY, as aSenior Registered Client Associateand become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.
This role is perfect for experienced professionals with3+ years in a Registered Client Associate positionand activeSeries 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you'll be more than just support, you'll be atrusted resourcefor clients, advisors, and the branch, leveraging your administrative and operational expertise to help advisors manage and grow their business.
From day one, you'll embrace aclient-first approach, ensuring compliance, resolving complex issues, onboarding accounts, and implementing technology solutions, all while maintaining meticulous account records. But this isn't just a job; it's acareer growth opportunity. RBC Wealth Management is committed to your development, offering training, resources, and a clear path to advance in a way that aligns with your goals.
Enjoy acompetitive compensation and benefits packagewhile working in an inclusive culture that values teamwork, integrity, and excellence. If you're ready to elevate your career with a team that invests in your success, we'd love to hear from you. Apply now and help shape the future of wealth management with us!
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
Ability to adapt to a rapidly changing business and technology environment
Nice-to-have
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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
The good-faith expected salary range for the above position is $55,000 - $90,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC's high performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
#LI-SM3
#WMUS
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 Activities Additional Job Details
Address:
1 JERICHO PLAZA:JERICHO City:
Jericho Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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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 jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Worksite address
jericho, NY, 11753, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.