Wealth Management Client Associate — Elevate Client Experience

rbc; Huntington (WV); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses

Flexible benefits

Stock options

Coaching and development

Job summary

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced branch environment. You will handle account inquiries, onboarding, documentation, and transfers while upholding compliance standards and confidentiality.

The role emphasizes client-first service, relationship building, and collaboration within a high-performing team. Opportunity for growth within wealth management and ongoing training.

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 coupled with the mindset of how you can make advisors more efficient and effective.
• Series 7 and 66 licenses or the willingness to get licensed 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 customer needs and escalate 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 ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Client service

Education

Bachelor's degree

Tools

Series 7 licenses

Series 66 licenses

Job description

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced branch environment. You will handle account inquiries, onboarding, documentation, and transfers while upholding compliance standards and confidentiality.

The role emphasizes client-first service, relationship building, and collaboration within a high-performing team. Opportunity for growth within wealth management and ongoing training.