Wealth Management Client Associate

RBC; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC Wealth Management in Boca Raton is seeking a Client Associate/Registered Client Associate to act as a trusted resource for clients, advisors and the branch. Use your administrative and operational skills to help our advisors manage and grow their business in a fast-paced, professional, and collaborative environment.

The role emphasizes a client-first approach with compliance, onboarding new accounts, maintaining records, implementing technology changes and preparing correspondence.

Qualifications

• Bachelor’s degree or relevant experience.
• Strong communication and client service skills.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to changing business and technology.

Responsibilities

• Build and maintain client relationships and answer account questions.
• Handle account inquiries and escalate to advisors as needed.
• Obtain and maintain required documentation to ensure compliance.
• Process transfers, trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per Code of Conduct.

Skills

Client service

Communication

Attention to detail

Adaptability

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Boca Raton is seeking a Client Associate/Registered Client Associate to act as a trusted resource for clients, advisors and the branch. Use your administrative and operational skills to help our advisors manage and grow their business in a fast-paced, professional, and collaborative environment.

The role emphasizes a client-first approach with compliance, onboarding new accounts, maintaining records, implementing technology changes and preparing correspondence.