Wealth Management Client Associate

RBC Capital Markets, LLC; Bedford (NH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total Rewards

Flexible work-life balance

Career development

Stock options

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Bedford, NH. You will support financial advisors, answer client questions, and help manage accounts in a fast-paced, compliant environment.

The role emphasizes client-first service, collaboration, and ongoing training to advance within Wealth Management. A strong foundation in communication and detail-oriented work is essential.

Qualifications

• Bachelor's degree or job-related experience.
• Strong verbal and written communication and client service skills.
• Attention to detail to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.
• Current FINRA registrations and financial services experience are a plus.

Responsibilities

• Build and maintain relationships with clients and answer account questions.
• Handle account inquiries and escalate to financial advisors when appropriate.
• Adhere to compliance standards and obtain/maintain required documentation.
• Facilitate transfers of funds and securities, and process checks, wires, and ACHs.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Bachelor's degree

Verbal communication

Written communication

Client service

Attention to detail

Education

Bachelor's degree

Tools

Desktop tools

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Bedford, NH. You will support financial advisors, answer client questions, and help manage accounts in a fast-paced, compliant environment.

The role emphasizes client-first service, collaboration, and ongoing training to advance within Wealth Management. A strong foundation in communication and detail-oriented work is essential.