Wealth Management Client Associate

RBC Capital Markets, LLC; Bloomfield Hills (MI); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Total rewards package

Flexible benefits

Career development

Job summary

RBC Wealth Management in Bloomfield Hills, MI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, respond to account questions, and help manage and grow the business with a client-first approach while meeting compliance standards.

The role involves onboarding new accounts, processing and maintaining records, coordinating transfers, and handling checks, wires and ACHs in a fast-paced, collaborative environment;

Qualifications

• Bachelor's degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to improve advisor efficiency.
• Series 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months.
• 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 customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation and communicating needs to clients.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Customer knowledge

Customer service

Group problem solving

Interpersonal relationship management

Oral communications

Sales opportunities

Perseverance and follow-through

Product services

Sales activities

Education

Bachelor's degree or job-related experience

Tools

FINRA registrations

Job description

RBC Wealth Management in Bloomfield Hills, MI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, respond to account questions, and help manage and grow the business with a client-first approach while meeting compliance standards.

The role involves onboarding new accounts, processing and maintaining records, coordinating transfers, and handling checks, wires and ACHs in a fast-paced, collaborative environment;