Wealth Management Client Associate - Client-First Support

RBC Capital Markets, LLC; Providence (RI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive 401(k) with company match

Health, dental, vision, life insurance

Paid time off and work-life balance

Coaching and development opportunities

Opportunities to build client-focused,

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients with account questions, documentation, and transactions in a fast-paced, collaborative environment. You'll build relationships, ensure compliance, onboard new accounts, transfer funds, process wires and checks, and help advisors operate more efficiently.

A Bachelor's degree and strong communication skills are required; Series 7/66 licenses (or willingness

Qualifications

• Bachelor's degree or job-related experience.
• Strong verbal and written communication, client service and organizational skills.
• Attention to detail with focus on advisor efficiency.
• 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 professional client relationships and answer account questions.
• Handle account inquiries and escalate to financial advisors as needed.
• Ensure compliance by obtaining and maintaining required account documentation.
• Facilitate transfers of funds and securities, and process checks, wires and ACHs.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Verbal communication

Written communication

Client service

Organizational skills

People skills

Education

Bachelor's degree or equivalent

Tools

Series 7 licenses

Series 66 licenses

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients with account questions, documentation, and transactions in a fast-paced, collaborative environment. You'll build relationships, ensure compliance, onboard new accounts, transfer funds, process wires and checks, and help advisors operate more efficiently.

A Bachelor's degree and strong communication skills are required; Series 7/66 licenses (or willingness