Wealth Client Associate: Relationship & Trade Support

RBC; Bend (OR); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation

401(k) with company matching

Health, dental, vision, life and disb.

Paid time off

Coaching and development opportunities

Job summary

RBC in Bend, Oregon is seeking a Client Associate to build and maintain client relationships, assist with account questions, and support financial advisors in a fast-paced Wealth Management environment.

You will handle inquiries, ensure compliance, and process transfers and trades. This full-time, salaried role offers a comprehensive benefits package and opportunities for professional growth within RBC.

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 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 skills

Education

Series 7 and 66 licenses

Job description

RBC in Bend, Oregon is seeking a Client Associate to build and maintain client relationships, assist with account questions, and support financial advisors in a fast-paced Wealth Management environment.

You will handle inquiries, ensure compliance, and process transfers and trades. This full-time, salaried role offers a comprehensive benefits package and opportunities for professional growth within RBC.