Wealth Management: Client Associate — Grow with Advisors

RBC; Portsmouth (NH); On-site; USD 70,000 - 90,000; Full time

Job summary

RBC Wealth Management seeks a Client Associate/Registered Client Associate to serve as a trusted resource for clients, advisors, and the branch. You will use your administrative and operational skills to support advisory teams in managing and growing client relationships in a fast-paced, compliant environment.

You will onboard new accounts, maintain records, implement technology changes, and prepare correspondence while upholding a client-first approach.

Qualifications

• Strong verbal and written communication required.
• Attention to detail with aim to increase advisor efficiency.
• Ability to adapt to a rapidly changing business and technology environment.
• Willingness to obtain Series 7 and 66 licenses within 12 months of hire.

Responsibilities

• Build and maintain professional relationships with clients and advisors.
• Answer account questions and escalate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining required account documentation.
• Facilitate transfers and trades, process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC Code of Conduct.

Skills

Strong communication

Attention to detail

Adaptability

Client service

Licensing readiness

Education

Bachelor's degree or related experience

Job description

RBC Wealth Management seeks a Client Associate/Registered Client Associate to serve as a trusted resource for clients, advisors, and the branch. You will use your administrative and operational skills to support advisory teams in managing and growing client relationships in a fast-paced, compliant environment.

You will onboard new accounts, maintain records, implement technology changes, and prepare correspondence while upholding a client-first approach.