Investment Associate – Wealth Strategy & Client Growth

RBC; Bedford (NH); Vor Ort; USD 75.000 - 105.000; Vollzeit

Benefits dieser Stelle

Comprehensive total rewards program

Bonuses and stock where applicable

Coaching and development opportunities

Flexible work/life balance options

Zusammenfassung

RBC Wealth Management in Bedford, NH seeks a proactive Registered Client Associate to support Financial Advisors in growing client relationships and assets. You will gather client information, open accounts, and help with transfers while ensuring compliance and service excellence.

The role emphasizes investment knowledge, strong communication, and collaboration in a fast-paced wealth management team. 40 hours weekly, salaried, with a comprehensive rewards program.

Qualifikationen

• 3+ years of Registered Client Associate experience or related industry experience.
• Series 7 and 66 (or 63/65) licenses.
• Advanced understanding of stock market, investments, retirement plans and related products.

Aufgaben

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate transfer of funds and securities, and issue checks, wire transfers and ACH disbursements.
• Process investment advisory agreements and monitor account surveillance on AdvisoryLink.
• Identify business development opportunities to increase revenue and strengthen client relationships.
• Provide high level service by anticipating needs and completing requests efficiently.
• Research and communicate investment strategies and recommendations to clients.
• Research complex problems in client accounts and deliver effective resolutions.

Kenntnisse

Registered Client Associate experience

Series 7 & 66 licenses

Industry knowledge

Tools

Salesforce

Money Guide Pro

Jobbeschreibung

RBC Wealth Management in Bedford, NH seeks a proactive Registered Client Associate to support Financial Advisors in growing client relationships and assets. You will gather client information, open accounts, and help with transfers while ensuring compliance and service excellence.

The role emphasizes investment knowledge, strong communication, and collaboration in a fast-paced wealth management team. 40 hours weekly, salaried, with a comprehensive rewards program.