Registered Client Associate/Client Associate at RBC in Baltimore, MD

Summary: Royal Bank of Canada is seeking a Registered Client Associate/Client Associate to support financial advisors and clients. The role involves administrative and operational tasks to enhance client relationships and ensure compliance with standards.

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

Required Qualifications:
- 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 Qualifications:
- Current FINRA registrations
- Financial services experience

Required Skills: Series 7 license, Series 66 license, Series 63 license, Series 65 license, Compliance standards, Account documentation, Fund transfer processing, Trade processing, Wire transfer processing, ACH processing, Data entry, Financial services

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, Flexible work/life balance options, Paid time-off plan, 401(k) program with company-matching contributions, Health, dental, vision, life and disability insurance