Wealth Management Client Associate

RBC Capital Markets, LLC; Huntington (WV); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Total rewards program

Career development and coaching

Flexible work options

Cross-business opportunities

Job summary

RBC Wealth Management in Huntington, WV is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will handle account questions, onboarding, documentation, and routine transfers in a fast-paced, compliant environment.

This role emphasizes client service, teamwork, and adapting to evolving technology. RBC offers a comprehensive rewards program, development opportunities, and a flexible, collaborative culture to help you grow.

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication and client service skills.
• Ability to handle account documentation and compliance requirements.

Responsibilities

• Build and maintain client relationships by addressing account questions.
• Process and facilitate transfers, trades, and account maintenance.
• Adhere to compliance standards and gather necessary documentation.
• Support financial advisors and onboard new accounts.
• Maintain confidentiality per Code of Conduct.

Skills

Customer Service

Verbal & Written Communication

Time Management

Teamwork

Interpersonal Relationships

Knowledge Organization

Attention to Detail

Data Entry

Adaptability

Education

Bachelor's degree

Job description

RBC Wealth Management in Huntington, WV is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will handle account questions, onboarding, documentation, and routine transfers in a fast-paced, compliant environment.

This role emphasizes client service, teamwork, and adapting to evolving technology. RBC offers a comprehensive rewards program, development opportunities, and a flexible, collaborative culture to help you grow.