Wealth Client Associate - Advisor Support

RBC; Portland (OR); On-site; USD 38,000 - 70,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Challenging work

Close client relationships

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Portland. You will support advisers and clients with account questions, documentation, and regulatory compliance while handling transfers, trades, and paperwork in a fast-paced team environment.

Role emphasizes client-first service, collaboration, and opportunities for growth within a dynamic wealth management branch. Training and development are provided to advance your career.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail and mindset to improve advisor efficiency.
• Series 7 and 66 licenses (or willing to obtain within 12 months).
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain client relationships and answer account questions.
• Handle account inquiries and escalate to financial advisors when needed.
• Maintain account documentation and ensure compliance.
• Facilitate transfers and trades; process checks, wires, and ACHs promptly.
• Provide administrative support to Financial Advisors and Branch Director.

Skills

Bachelor’s degree

Soft skills

Attention to detail

Series 7/66 licenses

Adaptability

Education

Bachelor’s degree

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Portland. You will support advisers and clients with account questions, documentation, and regulatory compliance while handling transfers, trades, and paperwork in a fast-paced team environment.

Role emphasizes client-first service, collaboration, and opportunities for growth within a dynamic wealth management branch. Training and development are provided to advance your career.