51 applicants

Company

RBC · 20 hours ago

Investment Associate

Beverly Hills, CA

Full-time

Onsite

Entry Level

$55K/yr - $90K/yr

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BankingFinancial Services

H1B Sponsor Likely

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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 7 licenseSeries 66 licenseClient service skillsData EntryData Gathering AnalysisDesktop ToolsGroup Problem SolvingInterpersonal RelationshipsKnowledge OrganizationWord Processing Software

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

Ability to adapt to a rapidly changing business and technology environment

Benefits

A discretionary bonus

401(k) program with company-matching contributions

Health, dental, vision, life and disability insurance

Paid time-off plan

Company

RBC

Glassdoor

4.0

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Founded in 1869

Toronto, Ontario, CAN

10001+ employees

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

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Trends of Total Sponsorships

2023 (3)

2022 (3)

2021 (3)

2020 (2)