Wealth Management Client Associate

RBC; Lancaster (Lancaster County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Flexible work-life balance

Challenging work

Progressive accountability

Stock opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Lancaster to support financial advisors and clients. You will handle account inquiries, onboard new accounts, and maintain records in a fast-paced, compliant environment.

The role emphasizes building professional relationships, processing transfers, and ensuring accuracy while adapting to a changing technology landscape. A bachelor’s degree or relevant experience, plus FINRA licenses or willingness to obtain them

Qualifications

• Bachelor's degree or relevant job experience
• Strong communication skills and client service mindset
• Ability to adapt to changing business and technology environments

Responsibilities

• Build and maintain relationships with clients by assisting them and answering account questions
• Take initiative to handle account inquiries and elevate to advisors when appropriate
• Adhere to compliance standards by obtaining and maintaining required account documentation
• Facilitate transfers of funds and trades in client accounts and process payments promptly
• Maintain confidentiality in accordance with company Code of Conduct

Skills

Client service

Verbal communication

Written communication

Relationship management

Account inquiries

Problem solving

Education

Bachelor's degree or related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Lancaster to support financial advisors and clients. You will handle account inquiries, onboard new accounts, and maintain records in a fast-paced, compliant environment.

The role emphasizes building professional relationships, processing transfers, and ensuring accuracy while adapting to a changing technology landscape. A bachelor’s degree or relevant experience, plus FINRA licenses or willingness to obtain them