Client Associate/Registered Client Associate

RBC; Fort Worth (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Signing bonus

Total Rewards Program

Bonuses

Flexible benefits

Stock where applicable

Job summary

RBC Wealth Management is hiring in Fort Worth, TX to support financial advisors and clients. You will build relationships, answer account questions, and help with transfers, trades, and documentation, while upholding confidentiality and RBC standards.

The role emphasizes strong communication, attention to detail, and adaptability in a fast-changing environment. Licenses (Series 7/66 or 63/65) are preferred; a signing bonus is available along with a comprehensive rewards package.

Qualifications

• Bachelor's degree or job-related experience required.
• Strong communication skills – verbal and written.
• Attention to detail with focus on advisor efficiency.
• Series 7 and 66 licenses (or 63/65).
• Ability to adapt to a rapidly changing business/tech environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation and communicating with clients about items needed.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Customer service

Data entry

Data gathering

Desktop tools

Group problem solving

Interpersonal relationships

Knowledge organization

Teamwork

Time management

Word processing software

Education

Bachelor's degree or job-related experience

Job description

Job Description

Selected candidates will receive a signing bonus in addition to our competitive base salary and benefits package.

What is 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.

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
• 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

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: 3230 CAMP BOWIE BOULEVARD : FORT WORTH

City: Fort Worth

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-02-23

Application Deadline

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.