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Client Associate/Registered Client Associate - Las Vegas, NV

Company: RBC
Location: Las Vegas
Posted on: September 13, 2020

Job Description:

What is the opportunity?Dynamic, fast growing Wealth Management team at RBC in Las Vegas is looking to add new Client Associate.By joining and supporting our fast-growing team there is a fantastic opportunity for growth.-- Although there is value in having industry specific experience, that is not a prerequisite for this role.-- If you have experience providing excellent client service, working well in a high-paced environment and thrive in a team setting, you might be the right person for the role. Embracing our team's and RBC Wealth Management's core values and culture is an integral part our clients' experience. As a Client Associate, you become a trusted resource to our clients and our team.-- Use your administrative and operational skills to help our team manage and grow our business.-- Some of the daily job duties include: demonstrating a client first approach as you meet compliance standards, researching and resolving problems, onboarding new accounts, processing and maintaining account records, implementing technology changes and preparing 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.Maintain confidentiality in accordance with RBC's Code of Conduct.--What do you need to succeed?Must-haveStrong verbal and written communicationExcellent people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environment--Nice-to-haveCurrent FINRA registrationsFinancial services experienceBachelor's degree--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.Client First: We will always earn the right to be our clients' first choiceCollaboration: We win as One RBCAccountability: We take ownership for personal and collective high performanceDiversity & Inclusion: We embrace diversity for innovation and growthIntegrity: We hold ourselves to the highest standards to build trust--WMUS2020----Join our Talent CommunityStay 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 SUMMARYCity:----Las Vegas--Address:----10801 W Charleston Blvd Suite 650--Work Hours/Week:----40--Work Environment:----Regional Office--Employment Type:----Regular - U.S.--Career Level:----Experienced Hire/Professional--Pay Type:----Hourly--Required Travel (%):----0--Exempt/Non-Exempt:----Non-Exempt--People Manager:----No--Application Deadline:----09/30/2020--Platform:----Wealth Management--Req ID:----231383Ad Code(s):

Keywords: RBC, Las Vegas , Client Associate/Registered Client Associate - Las Vegas, NV, Other , Las Vegas, Nevada

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