Wealth Management Client Associate

RBC Capital Markets, LLC; Canonsburg (Washington County); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Career development opportunities

Coaching and support

Work–life balance options

Challenging work opportunities

Job summary

RBC Wealth Management's branch in Canonsburg is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors. You will use your administrative and operational skills to help grow the business, onboard new accounts, process records, and implement technology changes in a fast-paced, professional environment.

You will build relationships, address client inquiries, and ensure compliance with documentation requirements while supporting advisors to improve

Qualifications

• Bachelor's degree or job-related experience required.
• Strong verbal and written communication, people, organizational, and client service skills essential.
• Attention to detail with a mindset to improve advisor efficiency and effectiveness.
• Series 7 and 66 licenses (or 63/65) or willingness to obtain within 12 months of hire.
• 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.
• Handle account inquiries and customer needs, elevating to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation and communicating with clients about required items.
• 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

Customer service management

Group problem solving

Identifying sales opportunities

Interpersonal relationship management

Oral communications

Perseverance and follow-through

Product services

Sales activities

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management's branch in Canonsburg is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors. You will use your administrative and operational skills to help grow the business, onboard new accounts, process records, and implement technology changes in a fast-paced, professional environment.

You will build relationships, address client inquiries, and ensure compliance with documentation requirements while supporting advisors to improve