Wealth Management Associate: Client Growth & Education

RBC; San Jose (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Dental, vision, life insurance

Paid time off

Job summary

RBC Wealth Management is seeking a proactive Registered Client Associate to support financial advisors in San Jose, helping clients reach financial goals. You will educate clients on products, monitor activity, and assist with wealth planning and strategy execution.

The role emphasizes client service, problem solving, and proactive communication to grow the advisors’ business and enhance client satisfaction.

Qualifications

• Minimum 5 years of industry experience as a Registered Client Associate or related industry experience.
• Series 7 and 66 (or 63/65) required.

Responsibilities

• Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
• Conducting periodic surveys of clients to determine satisfaction and opportunities to advise on other products and services.
• Performing contract administration support and resolving contract related issues.
• Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.

Skills

Customer Service

Problem Solving

Interpersonal Skills

Oral Communication

Sales Opportunities

Client Knowledge

Perseverance

Sales Activities

Product Services

Team Collaboration

Education

FINRA Series 7

FINRA Series 66

Job description

RBC Wealth Management is seeking a proactive Registered Client Associate to support financial advisors in San Jose, helping clients reach financial goals. You will educate clients on products, monitor activity, and assist with wealth planning and strategy execution.

The role emphasizes client service, problem solving, and proactive communication to grow the advisors’ business and enhance client satisfaction.