Wealth Client Associate: Client Care & Transactions

rbc; Seattle (WA); On-site; USD 45,000 - 77,000; Full time

Benefits offered by this job

Leaders who support your development

Opportunities to build close client关系?

Competitive compensation and flexible

401(k) program with company-matching

Job summary

RBC Wealth Management in Seattle is seeking a capable Client Associate to build and maintain client relationships, handle account inquiries, and support financial advisors. You will ensure compliance, process transfers, trades, and documentation with a client-first approach.

The role requires a Bachelor's degree or related experience, strong communication, attention to detail, and licenses or willingness to obtain Series 7 and 66 (or 63/65).

Qualifications

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses, or willingness to obtain upon hire
• Ability to adapt to a rapidly changing business and technology environment

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Time management

Teamwork

Data entry

Data gathering analysis

Interpersonal relationships

Education

Bachelor's degree

Series 7 and 66 licenses

Series 63/65 licenses (optional)

Tools

Desktop Tools

Word Processing Software

Job description

RBC Wealth Management in Seattle is seeking a capable Client Associate to build and maintain client relationships, handle account inquiries, and support financial advisors. You will ensure compliance, process transfers, trades, and documentation with a client-first approach.

The role requires a Bachelor's degree or related experience, strong communication, attention to detail, and licenses or willingness to obtain Series 7 and 66 (or 63/65).