Wealth Management Client Associate

RBC; Dallas (TX); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

Coaching and development opportunities

Flexible work-life balance

Progressive career opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at our Dallas branch. You will use your administrative and operational skills to help advisors manage and grow their business in a fast-paced, professional, collaborative environment.

You will build client relationships, handle inquiries, ensure documentation and compliance, and assist with transfers, trades, and account maintenance while supporting a client-first culture.

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 focus on making advisors more efficient.

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 account documentation and communicating with clients about items needed.
• Facilitate transfer of funds and securities, complete trades, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service excellence

Education

Bachelor's degree

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at our Dallas branch. You will use your administrative and operational skills to help advisors manage and grow their business in a fast-paced, professional, collaborative environment.

You will build client relationships, handle inquiries, ensure documentation and compliance, and assist with transfers, trades, and account maintenance while supporting a client-first culture.