Wealth Management Client Associate

RBC; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Career development

Job summary

RBC Wealth Management’s Indianapolis branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with a client-first approach. You will assist with onboarding, documentation, and correspondence in a fast-paced, compliant environment.

You will build relationships, handle inquiries, process transfers and trades, and maintain account records while ensuring confidentiality and adherence to RBC standards.

Qualifications

• Bachelor’s degree or equivalent experience as a baseline requirement.
• Strong communication and interpersonal skills for client-facing work.
• Meticulous attention to documentation and regulatory compliance.
• Willingness to obtain Series 7 and 66 licenses within 12 months.

Responsibilities

• Build and maintain professional relationships with clients and advisors.
• Handle account inquiries and elevate to financial advisors when needed.
• Obtain and maintain necessary account documentation for compliance.
• Process transfers, trades, checks, wires and ACHs promptly.
• Maintain confidentiality in line with RBC’s Code of Conduct.

Skills

Client service

Verbal & written communication

Attention to detail

Series 7/66 readiness

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management’s Indianapolis branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with a client-first approach. You will assist with onboarding, documentation, and correspondence in a fast-paced, compliant environment.

You will build relationships, handle inquiries, process transfers and trades, and maintain account records while ensuring confidentiality and adherence to RBC standards.