Wealth Management Client Associate: Grow with Advisors

rbc; Westport (CT); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

Comprehensive total rewards program

Coaching and development opportunities

Opportunity to take on progressively >

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors in Westport. You will support account inquiries, onboarding, and documentation, while ensuring timely transfers and keeping data secure.

The role emphasizes a client-first approach, collaboration with advisors, and adherence to compliance standards in a fast-paced, professional environment. Training and development are provided.

Qualifications

• Bachelor's degree or job-related experience required.
• Strong communication, organizational and client service skills.
• Attention to detail with focus on advisor efficiency.

Responsibilities

• Build and maintain professional client relationships and answer account questions.
• Handle account inquiries and escalate to financial advisors when needed.
• Ensure compliance by obtaining required documentation and communicating needs.
• Facilitate transfers, trades, checks, wires and ACHs in a timely manner.
• Maintain confidentiality per 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

Tools

None specified

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors in Westport. You will support account inquiries, onboarding, and documentation, while ensuring timely transfers and keeping data secure.

The role emphasizes a client-first approach, collaboration with advisors, and adherence to compliance standards in a fast-paced, professional environment. Training and development are provided.