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Client Associate/Registered Client Associate - Midland, TX

Company: RBC
Location: Midland
Posted on: November 19, 2021

Job Description:

What is the opportunity?Embrace RBC Wealth Management's core values and 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.What will you do? 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. Handle cashiering duties including accurately recording all checks, securities and coupons received and ensure they are credited to proper accounts; transmit all checks received for deposit to Minneapolis on a daily basis. 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 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 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.A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition Leaders who support your development A dynamic, collaborative, and high-performing team Opportunities to do challenging work and grow your career Work-life integration Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement WMUSJoin 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 rbc.com/careers .JOB SUMMARY City: Midland Address: 550 W Texas Ave Suite 120 Work Hours/Week: 40 Work Environment: Branch Employment Type: Regular - U.S. Career Level: Entry Level Pay Type: Hourly Required Travel (%): 0-25 Exempt/Non-Exempt: Non-Exempt People Manager: No Application Deadline: 11/30/2021 Platform: Wealth Management Req ID: 405285 Ad Code(s): Noneby Jobble

Keywords: RBC, Midland , Client Associate/Registered Client Associate - Midland, TX, Other , Midland, Texas

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