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  1. Home
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  3. accounting & finance
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  5. Client Associate/Registered Client Associate
RBC logo

Client Associate/Registered Client Associate

Not Disclosed•Full-TimeOn-site

location_on1573, 9th Avenue North, Great Falls, Cascade County, Montana, 59401, United States

Apply Now

About 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, you will become a trusted resource to our clients, advisors, and the branch. Use your administrative and operational skills to help our advisors manage and grow their business while demonstrating a client-first approach in a fast-paced, professional, and collaborative environment.

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

Our Culture and Values

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect, and Excellence, and we win together as One RBC. We believe an inclusive workplace with diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

We strive to deliver a workplace where employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally. This fosters a culture based on respect, belonging, and opportunity for all, helping to bring our Purpose to life and create value for our clients and communities.

Application Process

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity. Qualified applicants may be contacted to review their resume in more detail. Applications will be accepted until 11:59 PM on the day prior to the application deadline date.

Join Our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up to 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 by finding out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Work location

Work model: On-site

location_on

1573, 9th Avenue North, Great Falls, Cascade County, Montana, 59401, United States

Great Falls, Montana

Key Responsibilities

  • check_circleBuild and maintain professional relationships with clients by assisting them and answering account questions
  • check_circleAdhere to compliance standards by obtaining and maintaining appropriate account documentation
  • check_circleMaintain confidentiality in accordance with RBC's Code of Conduct
  • check_circleHandle account inquiries and customer needs while escalating issues to financial advisors when appropriate
  • check_circleFacilitate the transfer of funds and securities, complete trades, and process checks, wires, and ACH transactions

Requirements

  • verifiedBachelor's degree or job-related experience
  • verifiedSeries 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months

Nice to Have

Current FINRA registrations. Financial services experience.

Benefits & Perks

check_circle401(k) program with company-matching contributionscheck_circleHealth, dental, vision, life, and disability insurancecheck_circlePaid-time off
RBC logo
Company

RBC

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

Mid Level

Education

Bachelor's degree or job-related experience

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: Series 7, Series 66, Series 63, Series 65, Finra.

Education: Bachelor's degree or job-related experience.

Frequently asked questions about Client Associate/Registered Client Associate at RBC

What does a Client Associate/Registered Client Associate at RBC do?expand_more
In this Client Associate/Registered Client Associate at RBC role, you will build and maintain professional relationships with clients by assisting them and answering account questions; adhere to compliance standards by obtaining and maintaining appropriate account documentation; maintain confidentiality in accordance with rbc's code of conduct; and handle account inquiries and customer needs while escalating issues to financial advisors when appropriate.
What are the requirements for this Client Associate/Registered Client Associate role?expand_more
RBC is looking for candidates who meet the following requirements: Bachelor's degree or job-related experience; and Series 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months.
Where is the Client Associate/Registered Client Associate role at RBC located?expand_more
Client Associate/Registered Client Associate at RBC is based in 1573, 9th Avenue North, Great Falls, Cascade County, Montana, 59401, United States. This is a on-site role.
Is this Client Associate/Registered Client Associate job remote, hybrid, or on-site?expand_more
RBC has listed this Client Associate/Registered Client Associate role as on-site.
How much experience is required for this Client Associate/Registered Client Associate role?expand_more
Candidates for Client Associate/Registered Client Associate at RBC should have mid level.
What skills do you need for the Client Associate/Registered Client Associate role at RBC?expand_more
Key skills for Client Associate/Registered Client Associate at RBC include Series 7; Series 66; Series 63; Series 65; and Finra.
What education is required for Client Associate/Registered Client Associate at RBC?expand_more
Educational requirements for this role: Bachelor's degree or job-related experience.
What category does the Client Associate/Registered Client Associate role belong to?expand_more
Client Associate/Registered Client Associate at RBC is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
Job types
Full-Time jobsPart-Time jobsTemporary jobs
Top states
All states →
Top categories
Accounting & Finance jobsLogistics & Warehouse jobsHealthcare & Nursing jobsIT jobsAdmin jobsEngineering jobsCustomer Services jobs
Popular skills
Excel jobsJavascript jobsMicrosoft Office jobsBilingual jobs
Featured employers
Company
About usFAQContactPrivacy policy

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Series 7
Series 66
Series 63
Series 65
Finra
US privacy notice
Accessibility