Wealth Management Client Associate

RBC Capital Markets LLC; Delafield (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards program with bonuses and

Flexible benefits

Coaching and development opportunities

Work-life balance options

Job summary

RBC Wealth Management in the United States is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and correspondence in a fast-paced, professional, client-centric environment.

The role emphasizes compliance, problem resolution, and collaboration with advisors to grow client business. Training and career development resources are provided, with a flexible approach to work/life balance.

Qualifications

• Bachelor's degree or relevant experience required.
• Series 7 and 66 licenses (or willingness to obtain within 12 months) required.
• Strong communication and client service skills essential.

Responsibilities

• Build and maintain professional relationships with clients and advisors.
• Answer account questions and handle inquiries; elevate issues when needed.
• Maintain compliance by obtaining and verifying necessary documentation.
• Assist with transfers of funds, trades, and processing checks and wires.
• Protect client confidentiality per RBC's Code of Conduct.

Skills

Verbal communication

Written communication

Client service

Attention to detail

Education

Bachelor's degree or job-related experience

Series 7 and 66 licenses

Job description

RBC Wealth Management in the United States is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, and correspondence in a fast-paced, professional, client-centric environment.

The role emphasizes compliance, problem resolution, and collaboration with advisors to grow client business. Training and career development resources are provided, with a flexible approach to work/life balance.