Wealth Management Client Associate | Flexible Hours

RBC Capital Markets LLC; Boca Raton (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Total Rewards program

Coaching and development opportunities

Flexible work options

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment.

The role emphasizes compliance, accuracy and teamwork, with training and growth opportunities as part of RBC’s inclusive culture and Total Rewards program.

Qualifications

• Bachelor's degree or job-related experience required.
• Strong communication, organizational and client service skills.
• Attention to detail and ability to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months.

Responsibilities

• Build and maintain professional relationships with clients and advisors.
• Address account inquiries and support clients in collaboration with advisors.
• Ensure compliance by obtaining required documents and communicating needs.
• Process transfers, trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle inquiries, onboarding, record maintenance and process trades with a client-first approach in a fast-paced branch environment.

The role emphasizes compliance, accuracy and teamwork, with training and growth opportunities as part of RBC’s inclusive culture and Total Rewards program.