Part-Time Wealth Management Client Associate

RBC; Los Angeles (CA); On-site; USD 29,000 - 44,000; Part time

Job summary

RBC Wealth Management in Los Angeles is seeking a Client Associate to support financial advisors and clients with administrative and operational tasks. You will build client relationships, manage account documentation, process trades, and help maintain records in a fast-paced, compliant environment.

This part-time role requires a bachelor's degree or relevant experience, strong communication, detail orientation, and willingness to obtain necessary licenses (Series 7/66 or 63/65 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 coupled with the mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) 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 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

Skills

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management in Los Angeles is seeking a Client Associate to support financial advisors and clients with administrative and operational tasks. You will build client relationships, manage account documentation, process trades, and help maintain records in a fast-paced, compliant environment.

This part-time role requires a bachelor's degree or relevant experience, strong communication, detail orientation, and willingness to obtain necessary licenses (Series 7/66 or 63/65 within 12 months).