Wealth Management Client Associate for Growth and Impact

RBC; Walnut Creek (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Total rewards

Leadership coaching

Make a difference

Collaborative team

Challenging work

Growing accountability

Cross-business opportunities

Job summary

RBC Wealth Management in Walnut Creek, CA seeks a Client Associate to support financial advisors and clients. You will handle client inquiries, onboarding, and account maintenance while ensuring compliance in a fast-paced, collaborative environment.

Join a branch that emphasizes client-first service, with training, growth opportunities, and a comprehensive rewards program as part of RBC’s Wealth Management team.

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 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.
• Current FINRA registrations.
• Financial services experience.

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 elevate 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Verbal and written communication

Client service

Attention to detail

Adaptability

Series 7/66 licensing

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Walnut Creek, CA seeks a Client Associate to support financial advisors and clients. You will handle client inquiries, onboarding, and account maintenance while ensuring compliance in a fast-paced, collaborative environment.

Join a branch that emphasizes client-first service, with training, growth opportunities, and a comprehensive rewards program as part of RBC’s Wealth Management team.