Wealth Management Client Associate & Advisor Support

RBC; New York (NY); In loco; USD 55.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Total rewards: 401(k) match, health/dv

Coaching and development

Dynamic team environment

Descrizione del lavoro

RBC Wealth Management in New York seeks a Registered Client Associate to support financial advisors and clients. You will answer account questions, help onboard new accounts, maintain records, and ensure compliance while delivering client-first service in a fast-paced environment.

You’ll collaborate with advisors, handle transfers and trades, and support technology updates, documentation, and client correspondence.

Competenze

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication skills.
• Attention to detail with focus on helping advisors be efficient and effective.
• Licensing: Series 7 and 66 (or 63/65).
• Ability to adapt to a rapidly changing business and technology environment.

Mansioni

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and client needs, expanding to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation and communicating what is needed to clients.
• 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.

Conoscenze

Client service

Communication

Attention to detail

Series 7/66 licensing

Adaptability

Formazione

Bachelor’s degree or job-related experience

Descrizione del lavoro

RBC Wealth Management in New York seeks a Registered Client Associate to support financial advisors and clients. You will answer account questions, help onboard new accounts, maintain records, and ensure compliance while delivering client-first service in a fast-paced environment.

You’ll collaborate with advisors, handle transfers and trades, and support technology updates, documentation, and client correspondence.