Wealth Management Client Associate - Elevate Advisor Support

RBC; Leawood (KS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching and development

Flexible work options

Challenging work opportunities

Job summary

RBC Wealth Management seeks a role in Leawood to support financial advisors and clients by managing accounts, answering questions, and coordinating transfers. The candidate will ensure documentation compliance and maintain confidences while upholding the firm’s standards.

The position requires a bachelor’s degree or equivalent experience, strong communication and client service skills, and a plan to obtain FINRA licenses within 12 months.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong communication, interpersonal, and client service skills.
• Willingness to obtain FINRA licenses within 12 months of hire.
• 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 escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation.
• Facilitate the transfer of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Verbal and written communication

People skills

Organizational skills

Client service skills

Series 7/66 licensing

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management seeks a role in Leawood to support financial advisors and clients by managing accounts, answering questions, and coordinating transfers. The candidate will ensure documentation compliance and maintain confidences while upholding the firm’s standards.

The position requires a bachelor’s degree or equivalent experience, strong communication and client service skills, and a plan to obtain FINRA licenses within 12 months.