Wealth Management Client Associate

RBC; Beverly Hills (CA); On-site; USD 45,000 - 77,000; Full time

Job summary

RBC Wealth Management in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and timely processing of transfers and trades in a fast-paced, compliant environment.

The role offers training and development, with opportunities to grow within Wealth Management and build client relationships. 40-hour work week in a collaborative team setting.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication skills.
• Attention to detail with focus on efficiency for advisors.
• Series 7 and 66 licenses (or willingness to obtain).
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain professional client relationships and answer account questions.
• Handle inquiries and elevate to advisors when appropriate.
• Maintain compliance by obtaining and maintaining required documentation.
• Facilitate transfers of funds/securities, complete trades, and process checks, wires and ACHs.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Client service

Verbal communication

Written communication

Attention to detail

Adaptability

Series 7/66 licenses

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and timely processing of transfers and trades in a fast-paced, compliant environment.

The role offers training and development, with opportunities to grow within Wealth Management and build client relationships. 40-hour work week in a collaborative team setting.