Wealth Management Client Associate — Grow with a Top Team

RBC Capital Markets, LLC; Winchester (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program including bonuses

Opportunities for career development

Dynamic and collaborative work environment

Job summary

RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Winchester, Virginia. This role involves supporting financial advisors by building relationships with clients, managing account inquiries, and facilitating fund transfers while adhering to compliance standards.

Successful candidates will possess strong soft skills, attention to detail, and a willingness to obtain necessary licenses. This full-time position offers comprehensive rewards and opportunities for career growth.

Qualifications

• Strong soft skills including verbal and written communication.
• Attention to detail and ability to adapt to a changing environment.
• Willingness to obtain Series 7 and 66 licenses within 12 months.

Responsibilities

• Build and maintain professional relationships with clients.
• Adhere to compliance standards and assist with account documentation.
• Facilitate fund transfers and complete trades in client accounts.

Skills

Customer Knowledge

Customer Service

Oral Communications

Interpersonal Relationship Management

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC is hiring a Client Associate/Registered Client Associate in Winchester, Virginia. This role involves supporting financial advisors by building relationships with clients, managing account inquiries, and facilitating fund transfers while adhering to compliance standards.

Successful candidates will possess strong soft skills, attention to detail, and a willingness to obtain necessary licenses. This full-time position offers comprehensive rewards and opportunities for career growth.