Wealth Management Client Associate

RBC; Kennewick (WA); Presencial; USD 26.000 - 46.000; Tempo parcial

Benefícios oferecidos por esta vaga

Bonuses

Flexible benefits

Stock where applicable

Resumo da vaga

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients from the Kennewick branch. You will support account administration, onboarding, documentation, and timely processing of transfers, trades, checks, wires and ACHs in a fast-paced, client-centered team environment.

The role emphasizes a client-first approach, collaboration, and adherence to regulatory standards, with opportunities for training and career progression within the

Qualificações

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail with focus on making advisors more efficient
• Series 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months
• Ability to adapt to a rapidly changing business and technology environment and manage multiple deadlines

Responsabilidades

• 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Conhecimentos

Client service

Communication

Attention to detail

Multi-tasking

Adaptability

Problem solving

Formação

Bachelor’s degree

Series 7/66 licenses

Ferramentas

FINRA registrations

Descrição da vaga

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients from the Kennewick branch. You will support account administration, onboarding, documentation, and timely processing of transfers, trades, checks, wires and ACHs in a fast-paced, client-centered team environment.

The role emphasizes a client-first approach, collaboration, and adherence to regulatory standards, with opportunities for training and career progression within the