Wealth Management Client Associate

rbc; Indianapolis (IN); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Wealth Management in Indianapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with account administration, onboarding, and documentation. You will apply a client-first approach while ensuring compliance and accuracy in daily operations.

You will build relationships, handle inquiries, facilitate transfers, and maintain confidentiality in a fast-paced, collaborative environment.

Qualifications

• Bachelor's degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with mindset to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to get licensed within 12 months.
• 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 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 communication

Written communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability

Education

Bachelor's degree or job-related experience

Tools

Series 7

Series 66

63/65 licenses

Job description

RBC Wealth Management in Indianapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with account administration, onboarding, and documentation. You will apply a client-first approach while ensuring compliance and accuracy in daily operations.

You will build relationships, handle inquiries, facilitate transfers, and maintain confidentiality in a fast-paced, collaborative environment.