Client Associate/Registered Client Associate jobs in United States
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RBC · 1 day ago

Client Associate/Registered Client Associate

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

RBC Wealth Management is dedicated to providing excellent service and support to clients and financial advisors. As a Client Associate/Registered Client Associate, you will facilitate client account management, ensure compliance, and assist in operational tasks within a collaborative environment.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

Qualification

Series 7 licenseSeries 66 licenseBachelor’s degreeFinancial services experienceClient service skillsVerbal communicationWritten communicationOrganizational skillsAttention to detailInterpersonal skills

Required

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 or the willingness to get licensed within 12 months of hire
Ability to adapt to a rapidly changing business and technology environment

Preferred

Current FINRA registrations
Financial services experience

Benefits

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

Company

RBC

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Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
dateFounded in 1864
location
Toronto, Ontario, CAN
people-size10001+ employees
web-link
https://www.rbc.com

H1B Sponsorship

RBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
$16.3B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Recent News

GlobeNewswire
Eurasia Group and Royal Bank of Canada Team Up to Reset the Conversation on the US–Canada Relationship
2026-01-09
Private Capital Journal
Photonic secures US $130M new funding
2026-01-09
Canada NewsWire
Eurasia Group and Royal Bank of Canada Team Up to Reset the Conversation on the US-Canada Relationship Français
2026-01-09
Company data provided by crunchbase