Wealth Client Associate: Growth & Strategy Support

rbc; Chevy Chase (MD); On-site; USD 44,000 - 77,000; Full time

Benefits offered by this job

401(k) with company-matching

Health insurance

Dental

Vision

Life insurance

Disability insurance

Paid-time off

Job summary

RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with wealth planning. You will help grow the business, educate clients on products, and deliver superior service in a fast-paced environment.

Qualified candidates have 3+ years in a client-facing role, Series 7/66, and strong investment knowledge. This is a full-time, on-site position with a comprehensive benefits package and

Qualifications

• 3+ years of Registered Client Associate experience or related industry experience.
• Series 7 and 66 (or 63/65) required.
• Strong understanding of stock market, investments, retirement plans, and fixed income products.
• Proficient with computers and office software; detail-oriented and organized.
• Excellent written and verbal communication and problem-solving skills.

Responsibilities

• Gather client suitability information, open new accounts, and assist with asset gathering.
• Facilitate fund transfers, security transfers, checks, wire transfers, and ACH disbursements.
• Process advisory agreements and monitor account activity on AdvisoryLink.
• Identify business development opportunities to increase revenue and client relationships.
• Provide high-level service by anticipating client needs and fulfilling requests efficiently.
• Research and communicate investment strategies and recommendations to clients.
• Investigate complex account issues with help from partners and resolve them effectively.

Skills

Customer service

Data entry

Data gathering analysis

Time management

Interpersonal relationships

Teamwork

Knowledge organization

Problem solving

Communication

Attention to detail

Tools

Salesforce

Money Guide Pro

Job description

RBC Wealth Management in Chevy Chase, MD is seeking a Client Associate to support Financial Advisors by onboarding clients, facilitating transfers, and assisting with wealth planning. You will help grow the business, educate clients on products, and deliver superior service in a fast-paced environment.

Qualified candidates have 3+ years in a client-facing role, Series 7/66, and strong investment knowledge. This is a full-time, on-site position with a comprehensive benefits package and