Client Associate/Registered Client Associate

About the Role

Embrace RBC Wealth Management’s core values and inclusive 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.

Key Responsibilities

• 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.

Requirements & Tech Stack

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people skills, organizational skills, 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
• Customer Service
• Data Entry
• Data Gathering Analysis
• Desktop Tools
• Group Problem Solving
• Interpersonal Relationships
• Knowledge Organization
• Teamwork
• Time Management
• Word Processing Software

Qualifications

• Current FINRA registrations (Nice-to-have)
• Financial services experience (Nice-to-have)

Compensation

• The expected salary range for the Registered Client Associate position is $45,000 - $70,000.
• The expected salary range for the Client Associate position is $40,000 - $60,000, depending on your experience, skills, and registration status, market conditions and business needs.
• Potential to earn more through RBC’s discretionary variable compensation program.

Additional Details

• Address: 401 UNION STREET:SEATTLE, City: Seattle, Country: United States of America
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-09-18
• Application Deadline: 2026-10-24