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RBC Capital Markets, LLC Registered Client Associate in Great Falls, Montana

Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Job TitleRegistered Client AssociateJob 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 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.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.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- 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- Ability to adapt to a rapidly changing business and technology environmentNice-to-have- Financial services experienceWhat'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 applicable- Leaders who support your development through coaching and managing opportunities- Ability to make a difference and lasting impact- 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 businessJob SummaryProvides administrative support and coordination activities for a team of people. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.Address:Great Falls, Montana, United States of AmericaCity:USA-MT-GREAT FALLSCountry:United States of AmericaWork hours/week:40Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2023-09-14Application Deadline:Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.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 is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.