Client Associate, Wealth Management — Flexible Balance

RBC; Lancaster (Lancaster County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonuses and benefits

Stock options where applicable

Coaching and development

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Lancaster, PA to support financial advisors and clients. You will build client relationships, handle account inquiries, ensure compliance, and manage fund transfers while maintaining confidentiality in a fast-paced team.

Ideal candidates hold a Bachelor’s degree, strong communication skills, and are willing to obtain Series 7 and 66 licenses within 12 months.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail with focus on helping advisors work efficiently.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Client relationship

Communication

Problem solving

Attention to detail

Account servicing

Sales opportunities

Education

Bachelor's degree

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Lancaster, PA to support financial advisors and clients. You will build client relationships, handle account inquiries, ensure compliance, and manage fund transfers while maintaining confidentiality in a fast-paced team.

Ideal candidates hold a Bachelor’s degree, strong communication skills, and are willing to obtain Series 7 and 66 licenses within 12 months.