Wealth Management Client Associate

rbc; Seattle (WA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Stock options

Coaching and development

Work-life balance

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities.

You will build client relationships, answer questions, and coordinate transfers, trades, and documentation. Training and growth opportunities are available in a collaborative environment.

Qualifications

• Bachelor's degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail with the mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain relationships with clients by assisting them and answering account questions.
• Handle account inquiries and customer needs; elevate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining documentation and communicating with clients about items needed.
• Transfer funds and securities; complete trades; process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities.

You will build client relationships, answer questions, and coordinate transfers, trades, and documentation. Training and growth opportunities are available in a collaborative environment.