Wealth Client Associate: Service, Onboarding & Support

RBC Capital Markets LLC; Fresno (CA); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life and short

Disability insurance

Bonuses and stock where applicable

Flexible work arrangements

Paid time off

Job summary

RBC Wealth Management in Fresno, CA seeks a Client Associate/Registered Client Associate to support clients and advisors, manage account inquiries, and ensure compliance in a fast-paced, collaborative environment.

You will build relationships, process transfers and trades, and maintain documentation while upholding confidentiality. A Bachelor's degree or related experience is required, plus Series 7/66 or willingness to obtain within 12 months.

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 willingness to obtain within 12 months of 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 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, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management in Fresno, CA seeks a Client Associate/Registered Client Associate to support clients and advisors, manage account inquiries, and ensure compliance in a fast-paced, collaborative environment.

You will build relationships, process transfers and trades, and maintain documentation while upholding confidentiality. A Bachelor's degree or related experience is required, plus Series 7/66 or willingness to obtain within 12 months.