Wealth Management Client Associate – Grow & Impact

RBC Capital Markets LLC; Pittsburgh (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Career development

Discretionary pay opportunity

Job summary

RBC Capital Markets LLC in Pittsburgh is seeking a Client Associate to support financial advisors and clients with account questions, documentation, and transfers. The role emphasizes a client-first approach within a fast-paced, collaborative Wealth Management environment.

The position requires a bachelor’s degree or related experience, strong communication skills, and the ability to navigate a changing tech landscape. Series 7/66 or willingness to obtain within 12 months is expected.

Qualifications

• Bachelor's degree or job-related experience
• Strong 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

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 ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Client knowledge

Customer service

Client service management

Group problem solving

Identifying sales opportunities

Interpersonal relationship management

Oral communications

Perseverance and follow-through

Product services

Sales activities

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets LLC in Pittsburgh is seeking a Client Associate to support financial advisors and clients with account questions, documentation, and transfers. The role emphasizes a client-first approach within a fast-paced, collaborative Wealth Management environment.

The position requires a bachelor’s degree or related experience, strong communication skills, and the ability to navigate a changing tech landscape. Series 7/66 or willingness to obtain within 12 months is expected.