Wealth Management Client Associate

RBC; Bel Air (MD); Presencial; USD 43.000 - 70.000; Jornada completa

Descripción de la vacante

RBC Wealth Management in Bel Air, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account onboarding, maintain records, and respond to client inquiries in a fast-paced, collaborative environment.

You will help ensure compliance and accuracy while assisting with transfers, trades, and documentation. Qualifications include a Bachelor's degree or related experience, strong communication and client service skills, attention to

Formación

• Bachelor’s degree or related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with focus on making advisors more efficient.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsabilidades

• Build and maintain professional client relationships and answer account questions.
• Handle account inquiries and escalate to financial advisors when appropriate.
• Maintain compliance with account documentation and communicate items needed.
• Facilitate transfers of funds and securities, complete trades, process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC Code of Conduct.

Conocimientos

Verbal communication

Written communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability

Educación

Bachelor's degree or related experience

Herramientas

Series 7 license

Series 66 license

Descripción del empleo

RBC Wealth Management in Bel Air, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account onboarding, maintain records, and respond to client inquiries in a fast-paced, collaborative environment.

You will help ensure compliance and accuracy while assisting with transfers, trades, and documentation. Qualifications include a Bachelor's degree or related experience, strong communication and client service skills, attention to