Wealth Management Client Associate

RBC; San Francisco (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Total Rewards Program

Development opportunities

Flexible work-life balance

401(k)

Job summary

RBC Wealth Management in San Francisco seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account administration, onboarding, maintenance, and compliance in a fast-paced, collaborative environment.

A bachelor’s degree or related experience, plus Series 7 and 66 (or 63/65) licenses or a plan to obtain them within 12 months, are required. The role offers a comprehensive benefits package and growth opportunities.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong verbal and written communication and client service skills.
• Attention to detail and efficiency mindset for advisors.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain relationships, assist clients, and answer account questions.
• Handle account inquiries and escalate to advisors when needed.
• Ensure compliance by obtaining and maintaining documentation.
• Facilitate transfers, trades, checks, wires, and ACHs promptly.
• Maintain client confidentiality per policy.

Skills

Client service

Communication

Attention to detail

Adaptability

Team collaboration

Education

Bachelor’s degree or job-related experience

Series 7 and 66 licenses or willingness to obtain within 12 months

Job description

RBC Wealth Management in San Francisco seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account administration, onboarding, maintenance, and compliance in a fast-paced, collaborative environment.

A bachelor’s degree or related experience, plus Series 7 and 66 (or 63/65) licenses or a plan to obtain them within 12 months, are required. The role offers a comprehensive benefits package and growth opportunities.