RBC Capital Markets, LLC
Client Associate/Registered Client Associate
RBC Capital Markets, LLC, St. Petersburg, Florida, United States, 33739
Job Description
What is the opportunity?
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 for our clients, advisors and the 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.
At RBC Wealth Management, your career progression matters toिव. We offer training, development and learning resources so you can continue to grow your career in a way that matters to you.
What will you do?
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to despract account inquiries and customer needs and elevate them to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs 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 ascores that you can make advisors more efficient and effective.
Series 7 and 66 (or 63/65) licenses, or a willingness to obtain licensing within 12 months of hire.
Ability to adapt to a rapidly changing business and technology environment.
Nice‑to‑have
Current FINRA registrations.
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. twa
A comprehensive Total Rewardsmol Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
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:
100 2ND AVENUE SOUTH, # 800: ST. PETERSBURG
City:
St. Petersburg
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-12-03
Note:
Applications will be accepted until 11:59 род day prior to the application deadline date above.
Inclusion 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 wherenerg employees feel supported to perform their best, effectively collaborate, drive innovation, and grow professionally helps 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.
Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and recruitment events that matter to you.
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.
#J-18808-Ljbffr
At RBC Wealth Management, your career progression matters toिव. We offer training, development and learning resources so you can continue to grow your career in a way that matters to you.
What will you do?
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to despract account inquiries and customer needs and elevate them to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating with clients about items needed.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs 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 ascores that you can make advisors more efficient and effective.
Series 7 and 66 (or 63/65) licenses, or a willingness to obtain licensing within 12 months of hire.
Ability to adapt to a rapidly changing business and technology environment.
Nice‑to‑have
Current FINRA registrations.
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. twa
A comprehensive Total Rewardsmol Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Work in a dynamic, collaborative, progressive, and high‑performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
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:
100 2ND AVENUE SOUTH, # 800: ST. PETERSBURG
City:
St. Petersburg
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-12-03
Note:
Applications will be accepted until 11:59 род day prior to the application deadline date above.
Inclusion 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 wherenerg employees feel supported to perform their best, effectively collaborate, drive innovation, and grow professionally helps 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.
Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and recruitment events that matter to you.
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.
#J-18808-Ljbffr