Wealth Management Client Associate: Enable Advisor Success

RBC; Lemoyne (Cumberland County); On-site; USD 60,000 - 82,000; Full time

Benefits offered by this job

Competitive compensation

Commissions & stock where applicable

Flexible benefits & Total Rewards

Job summary

RBC Wealth Management is hiring a Client Associate/Registered Client Associate to support financial advisors and clients at the Lemoyne branch. You will manage accounts, answer questions, and ensure compliance while assisting with onboarding and ongoing service.

In this role you will process transfers, trades, and documents, maintaining confidentiality and delivering high-quality client service in a fast-paced team setting.

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients and answer account questions.
• Handle account inquiries and escalate to financial advisors when appropriate.
• Obtain and maintain required account documentation and communicate with clients.
• Facilitate transfers, complete trades, and process checks, wires and ACHs.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Verbal & written communication

People skills

Organizational skills

Client service

Attention to detail

Licensing: Series 7/66

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management is hiring a Client Associate/Registered Client Associate to support financial advisors and clients at the Lemoyne branch. You will manage accounts, answer questions, and ensure compliance while assisting with onboarding and ongoing service.

In this role you will process transfers, trades, and documents, maintaining confidentiality and delivering high-quality client service in a fast-paced team setting.