Wealth Management Client Associate - Client Services & Ops

Royal Bank of Canada; Atlanta (GA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Bonuses and stock where applicable

Coaching and development opportunities

Work-life balance options

Job summary

RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients at the Atlanta branch. You will handle client inquiries, onboard new accounts, maintain records, and process transfers and trades with a client-first approach in a fast-paced environment.

The role emphasizes compliance, documentation, technology changes, and collaboration with the branch team. Strong communication and licensing (Series 7/66 or 63/65) are required.

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 and efficiency improvements for advisors.
• Series 7 and 66 (or 63/65) licenses.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs.
• Provide administrative and operational support to one or more Financial Advisors and/or the Branch Director.
• Align goals with the overall business plan of the Financial Advisors supported.

Skills

Customer Service

Data Entry

Data Analysis

Teamwork

Time Management

Interpersonal Relationships

Knowledge Organization

Word Processing Software

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients at the Atlanta branch. You will handle client inquiries, onboard new accounts, maintain records, and process transfers and trades with a client-first approach in a fast-paced environment.

The role emphasizes compliance, documentation, technology changes, and collaboration with the branch team. Strong communication and licensing (Series 7/66 or 63/65) are required.