Wealth Management Client Associate-Elevate Advisor Support

RBC; Westlake (OH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Total Rewards Program

Company 401(k) matching

Health/dental/vision/Life insurance

Paid time off

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced, professional environment. You will manage onboarding, account records, and correspondence while upholding compliance standards and teamwork.

The role emphasizes client-first service, problem resolution, and efficient operations, with opportunities for career development and a comprehensive rewards program.

Qualifications

• Bachelor's degree or job-related experience is required.
• Strong verbal and written communication, people, organizational, and client service skills are essential.
• Attention to detail with a focus on making advisors more efficient.
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation and communicating with clients about items needed.
• Facilitate transfers of funds and securities, execute trades, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Problem solving

Education

Bachelor's degree or job-related experience

Series 7 and 66 licenses (or 63/65)

Current FINRA registrations

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced, professional environment. You will manage onboarding, account records, and correspondence while upholding compliance standards and teamwork.

The role emphasizes client-first service, problem resolution, and efficient operations, with opportunities for career development and a comprehensive rewards program.