Wealth Management Client Associate

RBC; Cockeysville (MD); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) plan with company match

Health, dental, vision, life insurance

Paid time off

Job summary

RBC Wealth Management in Hunt Valley, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will apply your administrative and operational skills to help advisors manage and grow their business, while upholding compliance in a fast-paced, collaborative environment.

The role offers training and development resources to grow your career, and a comprehensive benefits package.

Qualifications

• Bachelor’s degree or relevant experience.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• Strong communication and client service skills.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining required account documentation.
• Facilitate transfers and trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in line with RBC’s Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Hunt Valley, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will apply your administrative and operational skills to help advisors manage and grow their business, while upholding compliance in a fast-paced, collaborative environment.

The role offers training and development resources to grow your career, and a comprehensive benefits package.