Client Associate: Wealth Management Support

RBC; Jericho (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Total rewards

401(k) matching

Healthcare package

Paid time off

Coaching & development

Collaborative team

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Jericho, NY to support financial advisors and clients. You will manage client inquiries, onboard new accounts, and maintain records while ensuring compliance and security of information.

You will facilitate transfers, trades, and payments, support technology changes, and prepare correspondence in a fast-paced, collaborative environment. This position emphasizes client-first service within a high-performing team.

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 coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Responsibilities

• Build and maintain client relationships by assisting them and answering account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Maintain compliance by obtaining and maintaining required account documentation.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs timely.
• Maintain confidentiality in accordance with RBC’s Code of Conduct

Skills

Customer service

Data entry

Data gathering analysis

Interpersonal relationships

Time management

Teamwork

Verbal and written communication

Attention to detail

Adaptability

Knowledge organization

Education

Bachelor’s degree or job-related experience

Series 7 and 66 licenses or willingness to get licensed

Current FINRA registrations

Tools

MS Office

CRM systems

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Jericho, NY to support financial advisors and clients. You will manage client inquiries, onboard new accounts, and maintain records while ensuring compliance and security of information.

You will facilitate transfers, trades, and payments, support technology changes, and prepare correspondence in a fast-paced, collaborative environment. This position emphasizes client-first service within a high-performing team.