Job Summary

Job Description

What is the opportunity?

Join a solid nationally ranked, top-tier financial advisor team in our Phoenix office. Become a partner and grow with one of our nation’s top advisory practices. Some industry experience is of value however, not a prerequisite for this position. If you have experience providing excellent client service, work well in a team setting, you may be the person we are looking for. Embracing our team’s and RBC Wealth Management’s core values and culture is an integral part of our client’s experience.  As a Client Associate, you become a trusted resource to our clients and our team.  Use your administrative and operational skills to partner with our team. 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 professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. 

Join our team and become a partner with one of our nation's top advisory practices in Phoenix. Offering sign-on bonus.

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-have

Strong soft skills including verbal and written communication, people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveAbility to adapt to a rapidly changing business and technology environment

 Nice-to-have

Current FINRA registrationsFinancial 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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Additional Job Details

Address:

2398 EAST CAMELBACK ROAD:PHOENIX

City:

Phoenix

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-26

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the 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 where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to 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.

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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.