Wealth Management Client Associate — Grow with Advisors

RBC Capital Markets LLC; Concord (NH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Flexible work-life balance

Challenging work opportunities

Career progression across RBC

Job summary

RBC Capital Markets LLC in Concord, NH seeks a Client Associate/Registered Client Associate to support financial advisors and clients with account administration and operations, onboarding, and timely correspondence.

You will build relationships, respond to account questions, ensure compliance documentation, and process transfers, trades, checks, wires and ACHs, while safeguarding client information in a fast-paced, collaborative environment.

Qualifications

• Bachelor's degree or job-related experience.
• Strong verbal and written communication; client service focus.
• Attention to detail with ability to improve advisor efficiency.
• Series 7 and 66 licenses (or 63/65) required or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain relationships by assisting clients and answering account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Ensure compliance by gathering documentation and communicating needed items.
• Process transfers, trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per Code of Conduct.

Skills

Verbal & written communication

Client service orientation

Attention to detail

Regulatory licensing: Series 7 & 66

Adaptability to changing tech/business

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets LLC in Concord, NH seeks a Client Associate/Registered Client Associate to support financial advisors and clients with account administration and operations, onboarding, and timely correspondence.

You will build relationships, respond to account questions, ensure compliance documentation, and process transfers, trades, checks, wires and ACHs, while safeguarding client information in a fast-paced, collaborative environment.