Wealth Management: Client Associate

RBC; San Diego (CA); On-site; USD 44,000 - 77,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life and long‑

Disability insurance

Paid time off

Coaching and development opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in our San Diego branch. You will use administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach in a fast-paced, compliant environment.

The role offers training and development resources to advance your career within RBC Wealth Management, with opportunities to handle account documentation, funding

Qualifications

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Series 7 and 66 licenses, or willingness to obtain upon 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 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 ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Education

Bachelor’s degree or job-related experience

Tools

Series 7 licenses

Series 66 licenses

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in our San Diego branch. You will use administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach in a fast-paced, compliant environment.

The role offers training and development resources to advance your career within RBC Wealth Management, with opportunities to handle account documentation, funding