Client Associate - Wealth Management | Flexible Hours

RBC Capital Markets, LLC; Manheim Township (PA); On-site; USD 52,000 - 78,000; Full time

Job summary

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to serve our wealth management branch, assisting financial advisors and clients. The role focuses on client service, account documentation, and timely processing of transfers and trades in a fast-paced, collaborative environment.

You will support advisors by handling inquiries, onboarding new accounts, and ensuring compliance standards while growing your career through training and development opportunities in

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication and client service skills.
• Attention to detail to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to 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 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability

Education

Bachelor's degree or job-related experience

Tools

Series 7 licenses

Series 66 licenses

Job description

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to serve our wealth management branch, assisting financial advisors and clients. The role focuses on client service, account documentation, and timely processing of transfers and trades in a fast-paced, collaborative environment.

You will support advisors by handling inquiries, onboarding new accounts, and ensuring compliance standards while growing your career through training and development opportunities in