Wealth Management Client Associate

RBC Capital Markets, LLC; Fort Worth (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Signing bonus

Job summary

RBC Capital Markets, LLC in Fort Worth, TX, is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. This role emphasizes a client-first approach, managing account records, onboarding new accounts, and ensuring timely processing of transfers and trades.

The position offers training and development within RBC Wealth Management, with opportunities to grow as the business evolves in a fast-paced, collaborative environment.

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 coupled with the mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses.
• 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.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal & written communication

People skills

Organizational skills

Client service

Education

Bachelor's degree

Job description

RBC Capital Markets, LLC in Fort Worth, TX, is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. This role emphasizes a client-first approach, managing account records, onboarding new accounts, and ensuring timely processing of transfers and trades.

The position offers training and development within RBC Wealth Management, with opportunities to grow as the business evolves in a fast-paced, collaborative environment.