Client Associate

RBC; Glastonbury (CT); On-site; USD 44,000 - 66,000; Full time

Benefits offered by this job

401(k) with company-match

Health, dental, vision, life insurance

Paid time off

Career development and coaching

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients from the Glastonbury branch. You will manage account inquiries, assist with onboarding, and ensure timely processing of transfers and trades.

Ideal candidates will have a bachelor’s degree, strong communication and organizational skills, and a willingness to obtain Series 7 and 66 licenses within a year.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong written and oral communication skills.
• Excellent organizational and client service abilities.
• Flexibility to adapt to a dynamic tech-enabled banking environment.
• Willingness to obtain securities licenses within 12 months of hire.

Responsibilities

• Build and maintain professional relationships with clients and advisors.
• Address account questions and initiate follow-up with clients or advisors as needed.
• Ensure compliance by obtaining and maintaining required documentation.
• Facilitate transfers and trades, process checks, wires, and ACHs promptly.
• Maintain confidentiality in line with RBC’s Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service mindset

Attention to detail

Education

Bachelor’s degree or job-related experience

Job description

Job Description

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. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate 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.

What do you need to succeed?

Must-have

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• Financial services experience

What’s in it for you?

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $44,000 - $66,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Job 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

Additional Job Details

Address

200 GLASTONBURY BOULEVARD:GLASTONBURY

City

Glastonbury

Country

United States of America

Work hours/week

40

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-27

Application Deadline

2026-09-02

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.