Senior Registered Client Associate – Wealth Management

RBC Capital Markets, LLC; Indianapolis (IN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses and flexible benefits

Stock plan

Job summary

RBC Wealth Management in Indianapolis seeks a Senior Registered Client Associate to support financial advisors and clients. You will handle account questions, onboarding new accounts, processing transfers, and maintaining records in a fast-paced, compliant environment.

We offer training and development within a collaborative team and a comprehensive Total Rewards Program including bonuses and flexible benefits. This role emphasizes client-first service and professional growth.

Qualifications

• Bachelor's degree or job-related experience required.
• Strong verbal and written communication and client-service skills.
• Attention to detail to improve advisor efficiency.
• Licenses: Series 7 and 66 (or 63/65) required.
• Ability to adapt to rapid business and technology changes.

Responsibilities

• Build and maintain professional client relationships and answer account questions.
• Handle inquiries, support advisors, and expand to clients when appropriate.
• Ensure compliance by obtaining necessary documentation and communicating needs.
• Facilitate transfers and trades, process checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Verbal and written communication

Client service

Attention to detail

Series 7 and 66 licenses

Adaptability to change

Education

Bachelor's degree or related experience

Job description

RBC Wealth Management in Indianapolis seeks a Senior Registered Client Associate to support financial advisors and clients. You will handle account questions, onboarding new accounts, processing transfers, and maintaining records in a fast-paced, compliant environment.

We offer training and development within a collaborative team and a comprehensive Total Rewards Program including bonuses and flexible benefits. This role emphasizes client-first service and professional growth.