Wealth Management Client Associate: Grow with Advisors

Talentify; Delafield (WI); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Coaching and development

Work-life balance options

Career growth opportunities

Stock options where applicable

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle administrative tasks, onboard new accounts, and prepare correspondence in a fast-paced, professional setting.

In this role, you will build relationships, process transfers, and maintain confidentiality, while upholding compliance standards. The company offers training and development resources to advance your career within a collaborative environment.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with focus on advisor efficiency.

Responsibilities

• Build and maintain client relationships; answer account questions.
• Handle account inquiries and escalate to financial advisors when needed.
• Obtain and maintain required documentation; ensure compliance.

Skills

Verbal communication

Written communication

Attention to detail

Licensing knowledge

Adaptability

Education

Bachelor’s degree or related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle administrative tasks, onboard new accounts, and prepare correspondence in a fast-paced, professional setting.

In this role, you will build relationships, process transfers, and maintain confidentiality, while upholding compliance standards. The company offers training and development resources to advance your career within a collaborative environment.