Wealth Client Associate: Advisor Support

RBC; Canonsburg (Washington County); On-site; USD 60,000 - 85,000; Full time

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients, handling account documentation, onboarding, and trade processing in a fast-paced, compliant environment.

You will build client relationships, answer questions, transfer funds, and maintain records while meeting regulatory requirements. A Bachelor's degree and FINRA licenses (Series 7/66) or willingness to obtain them within 12 months are required.

Qualifications

• Bachelor’s degree or job-related experience.
• Licensing: Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.
• Strong client service and communication skills.

Responsibilities

• Build and maintain client relationships by answering account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining required documentation.
• Process transfers, trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Customer service

Communication

Relationship management

Problem solving

Attention to detail

Education

Bachelor’s degree or equivalent experience

Series 7 and 66 licenses or willingness to obtain within 12 months

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients, handling account documentation, onboarding, and trade processing in a fast-paced, compliant environment.

You will build client relationships, answer questions, transfer funds, and maintain records while meeting regulatory requirements. A Bachelor's degree and FINRA licenses (Series 7/66) or willingness to obtain them within 12 months are required.