Wealth Management Client Associate

RBC; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Total rewards program with bonuses

Flexible benefits

Stock plans where applicable

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Palm Beach Gardens, FL. You will support financial advisors by handling client inquiries, onboarding new accounts, and maintaining account records in a fast-paced, compliant environment.

The role emphasizes a client-first approach, strong communication, and the ability to adapt to changing technology. A bachelor’s degree or relevant experience is required, with licensing pursued within 12 months.

Qualifications

• Bachelor’s degree or relevant experience.
• Strong communication, organization, and client service skills.
• 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 client relationships; answer account questions.
• Handle account inquiries and escalate to advisors as needed.
• Ensure compliance by obtaining and maintaining documentation.
• Facilitate transfers, complete trades, process checks, wires, and ACHs.
• Maintain confidentiality per RBC 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

Tools

FINRA Licenses (Series 7/66)

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Palm Beach Gardens, FL. You will support financial advisors by handling client inquiries, onboarding new accounts, and maintaining account records in a fast-paced, compliant environment.

The role emphasizes a client-first approach, strong communication, and the ability to adapt to changing technology. A bachelor’s degree or relevant experience is required, with licensing pursued within 12 months.