Wealth Management Client Associate: Client Services & Ops

RBC; Atlanta (GA); Vor Ort; USD 65.000 - 80.000; Vollzeit

Zusammenfassung

RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients. The role emphasizes client-first service, account administration, and compliance within a fast-paced branch environment.

You will onboard new accounts, process transfers and maintain records, while enabling advisors to work more efficiently. The position offers training, development, and opportunities to grow within a collaborative team.

Qualifikationen

• Bachelor’s degree or job-related experience.
• Series 7 and 66 licenses (or 63/65).
• Strong verbal and written communication and client service skills.
• Ability to adapt to a rapidly changing business and technology environment.

Aufgaben

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining account documentation.

Kenntnisse

Client service

Verbal communication

Written communication

Attention to detail

Adaptability

Ausbildung

Bachelor's degree or job-related experience

Jobbeschreibung

RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients. The role emphasizes client-first service, account administration, and compliance within a fast-paced branch environment.

You will onboard new accounts, process transfers and maintain records, while enabling advisors to work more efficiently. The position offers training, development, and opportunities to grow within a collaborative team.