Wealth Management Client Associate

RBC; Norwell (MA); On-site; USD 44,000 - 77,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching and development

Opportunities to grow

Dynamic, high-performing team

Client relationship focus

Job summary

RBC Wealth Management seeks a Client Associate/Registered Client Associate in Norwell, MA to support financial advisors and clients in a fast-paced, collaborative environment.

Key duties include onboarding new accounts, maintaining records, resolving client inquiries, and ensuring compliance with documentation and regulatory requirements. Strong communication and organizational skills are essential for success.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and mindset to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• 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 client needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation.
• Facilitate transfers, complete trades, and process checks, wires and ACHs promptly.
• Provide administrative support to Financial Advisors and Branch Director, including servicing clients and preparing correspondence.

Skills

Communication

People skills

Organizational skills

Client service

Attention to detail

Licenses: Series 7/66

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management seeks a Client Associate/Registered Client Associate in Norwell, MA to support financial advisors and clients in a fast-paced, collaborative environment.

Key duties include onboarding new accounts, maintaining records, resolving client inquiries, and ensuring compliance with documentation and regulatory requirements. Strong communication and organizational skills are essential for success.