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Client Associate
Royal Bank of Canada · Lancaster, US
Full-time

1 2

+10K new in the last hour

Client Associate

Royal Bank of Canada · Posted Nov 2, 2026

Open

Lancaster, Pennsylvania, United States
Full-time

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11–11 jobs· newest first

Client Associate
Royal Bank of Canada · Lancaster, US
Full-time

1 2

+10K new in the last hour

Client Associate

Royal Bank of Canada · Posted Nov 2, 2026

Open

Lancaster, Pennsylvania, United States
Full-time

Apply with RefersoAI Apply on careers page

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.

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.

Requirements

Bachelor’s degree
Nice to have: Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
Nice to have: Current FINRA registrations
Nice to have: Financial services experience

Skills

Customer Knowledge Customer Service Customer Service Management Group Problem Solving Identifying Sales Opportunities Interpersonal Relationship Management Oral Communications Perseverance and Follow-Through Product Services Sales Activities

Benefits

Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

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