Wealth Management Client Associate

Royal Bank of Canada; Portland (ME); On-site; USD 43,000 - 70,000; Full time

Benefits offered by this job

Total Rewards Program

401(k) plan with company matching

Health, dental, vision, life, and long

Job summary

Royal Bank of Canada (RBC) Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at the Portland branch. You will handle account questions, onboarding, documentation, and routine client communications in a fast, collaborative environment.

Qualifications include a bachelor’s degree, strong communication skills, and the ability to obtain Series 7/66 licenses within 12 months.

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication, interpersonal, and client service skills.
• Ability to maintain compliance and adapt to a changing technology environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation and communicate with clients about items needed.
• Facilitate transfers of funds and securities, complete trades in client accounts, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Client service

Verbal & written communication

Attention to detail

Adaptability to tech changes

Teamwork

Education

Bachelor's degree

Job description

Royal Bank of Canada (RBC) Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at the Portland branch. You will handle account questions, onboarding, documentation, and routine client communications in a fast, collaborative environment.

Qualifications include a bachelor’s degree, strong communication skills, and the ability to obtain Series 7/66 licenses within 12 months.