Senior Wealth Client Associate

RBC Capital Markets, LLC

Phoenix (AZ)

On-site

USD 65,000 - 90,000

Full time

6 days ago

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Benefits offered by this job

Total rewards program

Flexible benefits

Bonuses and stock

Job summary

RBC Wealth Management is seeking a Senior Client Associate/Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach and complying with regulations.

This role offers training and development opportunities, a fast-paced collaborative environment, and the chance to contribute to client service excellence across wealth

Qualifications

Bachelor's degree or equivalent experience.
Strong communication and client service skills.
Detail-oriented with efficiency mindset for advisors.
Series 7 and 66 licenses (or willing to obtain within 12 months).
Ability to adapt to a changing business and technology environment.

Responsibilities

Build and maintain professional client relationships and answer account questions.
Handle account inquiries and escalate to advisors when needed.
Ensure compliance by obtaining documentation and communicating needs.
Facilitate transfers, complete trades, and process checks/wires/ACHs promptly.
Maintain confidentiality per RBC Code of Conduct.

Skills

Communication

Attention to detail

Adaptability

Series 7/66 license

Client service

Education

Bachelor's degree or relevant experience

Job description

This role offers training and development opportunities, a fast-paced collaborative environment, and the chance to contribute to client service excellence across wealth

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