Senior Wealth Management Client Associate

RBC; New York (NY); Vor Ort; USD 55.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

401(k) with company match

Comprehensive benefits

Zusammenfassung

RBC Wealth Management is seeking a Registered Client Associate in New York to support financial advisors and clients. You will manage client inquiries, onboard new accounts, and maintain records while ensuring compliance and smooth operations in a fast-paced, client-focused environment.

Expect collaboration with advisors, ongoing training, and opportunities to grow within wealth management. A comprehensive benefits package accompanies the role.

Qualifikationen

• Bachelor’s degree or job-related experience.
• Series 7 and 66 (or 63/65) licenses.
• Strong verbal and written communication skills.
• Attention to detail and ability to adapt to changing technology.

Aufgaben

• Build and maintain relationships with clients and assist with account questions.
• Handle account inquiries and escalate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining necessary documentation.
• Process transfers, trades, checks, wires and ACHs promptly.

Kenntnisse

Client service

Verbal communication

Written communication

Attention to detail

Adaptability

Ausbildung

Bachelor's degree

Tools

Word processing

Jobbeschreibung

RBC Wealth Management is seeking a Registered Client Associate in New York to support financial advisors and clients. You will manage client inquiries, onboard new accounts, and maintain records while ensuring compliance and smooth operations in a fast-paced, client-focused environment.

Expect collaboration with advisors, ongoing training, and opportunities to grow within wealth management. A comprehensive benefits package accompanies the role.