Client Associate/Registered Client Associate

rbc; Chevy Chase (MD); Presencial; USD 44.000 - 77.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company-matching

Health insurance

Dental

Vision

Life insurance

Disability insurance

Paid-time off

Descripción de la vacante

RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with wealth planning. You will help grow the business, educate clients on products, and deliver superior service in a fast-paced environment.

Qualified candidates have 3+ years in a client-facing role, Series 7/66, and strong investment knowledge. This is a full-time, on-site position with a comprehensive benefits package and

Formación

• 3+ years of Registered Client Associate experience or related industry experience.
• Series 7 and 66 (or 63/65) required.
• Strong understanding of stock market, investments, retirement plans, and fixed income products.
• Proficient with computers and office software; detail-oriented and organized.
• Excellent written and verbal communication and problem-solving skills.

Responsabilidades

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate fund transfers, security transfers, checks, wire transfers, and ACH disbursements.
• Process advisory agreements and monitor account activity on AdvisoryLink.
• Identify business development opportunities to increase revenue and client relationships.
• Provide high-level service by anticipating client needs and fulfilling requests efficiently.
• Research and communicate investment strategies and recommendations to clients.
• Investigate complex account issues with help from partners and resolve them effectively.

Conocimientos

Customer service

Data entry

Data gathering analysis

Time management

Interpersonal relationships

Teamwork

Knowledge organization

Problem solving

Communication

Attention to detail

Herramientas

Salesforce

Money Guide Pro

Descripción del empleo

What is the opportunity?

Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested.
• Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform.
• Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
• Provide a high level of service to clients by anticipating needs and completing requests efficiently.
• At the FA's request, research and communicate investment strategies and recommendations to clients.
• Research complex problems in clients' accounts with assistance from business partners and deliver an effective and acceptable resolution.

What do you need to succeed?

Must-have

• 3+ years of Registered Client Associate experience or related industry experience
• Series 7 and 66 (or 63/65)
• Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
• Computer proficiency
• Strong customer service skills with the ability to continually maintain and build relationships, being detail-oriented, possessing outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment

Nice-to-have

• Salesforce experience
• Knowledge of Money Guide Pro planning software

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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.

Benefits

• 401(k) program with company-matching contributions
• Health
• Dental
• Vision
• Life
• Disability insurance
• Paid-time off

Leadership Support

• 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.

Pay

• The expected salary range for the Client Associate is $44,000 - $66,000 and $49,500 - $77,000 for the Registered Client Associate, 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 Service
• Data Entry
• Data Gathering Analysis
• Desktop Tools
• Group Problem Solving
• Interpersonal Relationships
• Knowledge Organization
• Teamwork
• Time Management
• Word Processing Software

Additional Job Details

• Address: 5425 WISCONSIN AVENUE:CHEVY CHASE City: Chevy Chase Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-15 Application Deadline: 2026-11-30 Note : 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