Registered Client Associate

RBC

. Build and maintain professional relationships with clients .

Posted 9/23/2026full-timeSeattle • Washington • United StatesJuniorMid-Level💰 $49,500 - $77,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service and communication skills while ensuring compliance with documentation standards. Capable of processing financial transactions efficiently and maintaining confidentiality in accordance with organizational policies.

Highest-signal resume keywords

Bachelor's DegreeSeries 7 LicenseSeries 66 LicenseClient Service SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account DocumentationFund TransfersSecurities TradingACH TransactionsWire Processing

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsPeople Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesCompliance StandardsClient InquiriesCode of Conduct

About the role

Key responsibilities & impact

Build and maintain professional relationships with clients
Assist clients and answer account questions
Handle account inquiries and customer needs, escalating to financial advisors when appropriate
Obtain and maintain appropriate account documentation in accordance with compliance standards
Communicate with clients about required documentation
Facilitate transfers of funds and securities
Complete trades in client accounts
Process checks, wires, and ACH transactions in a timely manner
Maintain confidentiality in accordance with RBC’s Code of Conduct

Requirements

What you’ll need

Bachelor’s degree or job-related experience
Strong verbal and written communication skills
People, organizational, and client service skills
Attention to detail
Mindset focused on making advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses, or willingness to obtain upon hire
Ability to adapt to a rapidly changing business and technology environment
Financial services experience (nice-to-have)

Benefits

Comp & perks

401(k) program with company-matching contributions
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Paid time off
Flexible benefits
Coaching and development opportunities from leaders
Opportunities to make a difference and lasting impact
Dynamic, collaborative, progressive, and high-performing team environment
Challenging work opportunities
Opportunities to build close relationships with clients
Discretionary bonus