Wealth Management Client Associate — Grow with Advisors

RBC; Bel Air (MD); On-site; USD 43,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Discretionary bonus

Job summary

RBC Wealth Management in Bel Air, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and routine processing in a fast-paced, collaborative environment.

The role emphasizes compliance, client service excellence, and opportunities for growth. On-site position with a comprehensive benefits package and career development resources.

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong communication and client-service skills.
• Attention to detail and willingness to learn licensing.

Responsibilities

• Build and maintain relationships with clients and advisors.
• Answer account questions and handle inquiries, escalating as needed.
• Maintain compliance documentation and communicate with clients.
• Process transfers, trades, checks, wires, and ACHs promptly.
• Protect confidentiality according to 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 in Bel Air, MD is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and routine processing in a fast-paced, collaborative environment.

The role emphasizes compliance, client service excellence, and opportunities for growth. On-site position with a comprehensive benefits package and career development resources.