Wealth Management Client Associate: Growth & Compliance

RBC; Florida; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Total Rewards program

Coaching and development opportunities

Dynamic collaborative team

Work-life balance options

Job summary

RBC Wealth Management in Palm Beach Gardens, FL is seeking a Client Associate/Registered Client Associate to support financial advisors and clients, handling account questions, onboarding, documentation, and trade processing in a fast-paced, compliant environment.

This role emphasizes client service, accuracy, and adapting to a changing tech landscape, with training and development opportunities, a collaborative team, and a strong focus on helping advisors grow their business.

Qualifications

• Bachelor’s degree or job-related experience
• Strong communication and client service skills
• Attention to detail and organizational abilities
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months
• Ability to adapt to a fast-changing business and technology environment

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Job description

RBC Wealth Management in Palm Beach Gardens, FL is seeking a Client Associate/Registered Client Associate to support financial advisors and clients, handling account questions, onboarding, documentation, and trade processing in a fast-paced, compliant environment.

This role emphasizes client service, accuracy, and adapting to a changing tech landscape, with training and development opportunities, a collaborative team, and a strong focus on helping advisors grow their business.