Wealth Management Client Associate (Growth-Focused)

RBC Capital Markets, LLC; Vienna (VA); On-site; USD 44,000 - 77,000; Full time

Job summary

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Vienna, VA. You will handle account inquiries, onboarding, documentation, and fund transfers in a fast-paced, compliant environment.

The role emphasizes client-first service, relationship-building, and opportunities for professional growth within RBC Wealth Management. Licenses or progression toward licensing within 12 months are expected.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong verbal and written communication and client service skills.
• Attention to detail to improve advisor efficiency.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
• Ability to adapt to a changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients and answer account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Ensure compliance by obtaining and maintaining required documents and communicating needs.
• Facilitate transfers of funds/securities, process trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Client relationship management

Account inquiries

Communication skills

Attention to detail

Licenses (Series 7/66 or 63/65)

Adaptability

Compliance and documentation

Fund transfers and trades

Confidentiality

Onboarding experience

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Vienna, VA. You will handle account inquiries, onboarding, documentation, and fund transfers in a fast-paced, compliant environment.

The role emphasizes client-first service, relationship-building, and opportunities for professional growth within RBC Wealth Management. Licenses or progression toward licensing within 12 months are expected.