Key skills
LeadershipCommunication
About this role
Role Overview
- Partner with branch, complex and divisional management teams to coordinate and execute a best-in-class onboarding experience
- Assist field leadership throughout the new recruit hiring process—includes new hire requirements and book of business vetting
- Assist in the onboarding of new FAs, support staff and clients
- Assist with integration of the new AOS platform into the onboarding process to accelerate account opening and the transition of client assets to RBC USWM
- Enhance the client experience by including other US Wealth Management key initiatives into the onboarding process
- Develop, update and maintain resources used internally within the team and with the field—such as procedures, templates, checklists and other resources
Requirements
- Must-have Bachelor’s degree or job-related experience
- Minimum of 1-3 years’ experience at a wealth management firm
- Proven dedication to and focus to client service
- Strong communication skills
- Strong ability to ask critical questions, anticipate problems/future needs, and take ownership
- Nice-to-have demonstrated experience supporting financial advisors and client associates at a wealth management firm
- Demonstrated experience working with different functional groups at a wealth management firm
- Series 7 and 66 (or ability to attain)
Benefits
- Comprehensive Total Rewards Program
- Competitive compensation
- Flexible benefits
- 401(k) program with company-matching contributions
- Health, dental, vision, life, and disability insurance
- Paid-time off
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Dynamic, collaborative, progressive, high-performing team
- Opportunities to build close relationships with clients