Wealth Client Associate

RBC; Town of Florida (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision insurance

Paid time off

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in St. Cloud, NY to support financial advisors and clients with account questions, onboarding, and documentation. Build relationships and handle inquiries with a client-first approach while ensuring compliance.

You will transfer funds, process trades, and maintain records, while embracing RBC's values and a collaborative team. Must have a Bachelor's or related experience; Series 7 and 66 licenses (or willingness to

Qualifications

• Bachelor’s degree or related experience required.
• Strong verbal and written communication and client service skills.
• Attention to detail with focus on advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to rapid changes in business and technology.

Responsibilities

• Build and maintain relationships with clients by answering account questions.
• Handle inquiries, escalate to advisors when appropriate, and maintain docs.
• Facilitate transfers, process trades, checks, wires and ACHs promptly.
• Onboard new accounts and maintain accurate records.
• Ensure confidentiality and compliant communications.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Attention to detail

Education

Bachelor’s degree or related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in St. Cloud, NY to support financial advisors and clients with account questions, onboarding, and documentation. Build relationships and handle inquiries with a client-first approach while ensuring compliance.

You will transfer funds, process trades, and maintain records, while embracing RBC's values and a collaborative team. Must have a Bachelor's or related experience; Series 7 and 66 licenses (or willingness to