Wealth Management Client Associate

RBC; Indianapolis (IN); On-site; USD 60,000 - 85,000; Full time

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Indianapolis to support financial advisors and clients. The role focuses on building client relationships, handling account inquiries, and ensuring compliant, timely processing of trades, transfers, and documentation.

You will collaborate with advisors in a fast-paced, professional environment, onboarding new accounts, maintaining records, and supporting technology changes while upholding RBC's client-first

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong verbal and written communication, people, organizational, and client service skills.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.

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 elevate 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

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Indianapolis to support financial advisors and clients. The role focuses on building client relationships, handling account inquiries, and ensuring compliant, timely processing of trades, transfers, and documentation.

You will collaborate with advisors in a fast-paced, professional environment, onboarding new accounts, maintaining records, and supporting technology changes while upholding RBC's client-first