Wealth Management Client Associate

Talentify; Pittsburgh (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive total rewards

Coaching and development

Discretionary variable compensation

Supportive team environment

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Pittsburgh to serve financial advisors and clients. You will manage client inquiries, onboard new accounts, process trades and transfers, and ensure compliance in a fast-paced, professional team environment.

The role emphasizes strong communication, client service, and adaptability to a changing technology landscape, with a focus on helping advisors operate more efficiently and effectively.

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong communication and client service skills.
• Attention to detail and ability to improve advisor efficiency.
• Series 7 and 66 licenses or intent 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 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

Verbal and written communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability to change

Education

Bachelor’s degree or job-related experience

Tools

Series 7 and 66 licenses

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Pittsburgh to serve financial advisors and clients. You will manage client inquiries, onboard new accounts, process trades and transfers, and ensure compliance in a fast-paced, professional team environment.

The role emphasizes strong communication, client service, and adaptability to a changing technology landscape, with a focus on helping advisors operate more efficiently and effectively.