Wealth Client Associate — Growth & Client Impact

RBC Capital Markets, LLC; Baltimore (MD); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) program with company-matching contributions

Health insurance

Paid-time off

Job summary

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Baltimore, MD. This role involves supporting financial advisors and clients through administrative and operational tasks while adhering to compliance standards.

Candidates should have a Bachelor's degree or equivalent experience, strong communication skills, and a willingness to obtain necessary licenses. The position offers a competitive compensation package and the chance to progress within the firm.

Qualifications

• Must possess strong verbal and written communication skills.
• Attention to detail and organizational skills are essential.
• Willingness to obtain Series 7 and 66 licenses within 12 months.

Responsibilities

• Assist clients by answering account questions and inquiries.
• Process checks, wires, and ACH transactions in a timely manner.
• Maintain compliance standards with appropriate documentation.

Skills

Customer Service

Data Entry

Time Management

Teamwork

Interpersonal Relationships

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Baltimore, MD. This role involves supporting financial advisors and clients through administrative and operational tasks while adhering to compliance standards.

Candidates should have a Bachelor's degree or equivalent experience, strong communication skills, and a willingness to obtain necessary licenses. The position offers a competitive compensation package and the chance to progress within the firm.