Skip to main content

Client Associate at RBC

Location
Delafield, Wisconsin
Type
Full-time
Level
entry
Posted

Description

RBC is hiring a full-time Client Associate/Registered Client Associate in Delafield, Wisconsin, to support financial advisors and clients through account inquiries, compliance documentation, fund and securities transfers, trades, checks, wires, ACH processing, and account record maintenance. The role requires a bachelor’s degree or job-related experience, strong communication and organizational skills, and Series 7 and 66 (or 63/65) licenses or willingness to obtain them within 12 months; FINRA registrations and financial services experience are preferred. The position offers a 40-hour workweek, salaried compensation, bonuses, flexible benefits, commissions, and stock where applicable.

For job seekers

Ready to find a role that actually fits?

Upload your résumé, start a Job Search Thread, and let Metaintro rank real openings against your experience — then guide you from search to offer.

Match

Compare live roles against your current evidence.

Position

Turn proof projects into role-specific applications.

Improve

Use market feedback to keep the skill plan current.

Return to navigation