Wealth Management Client Associate — Growth & Impact

Association Of African American Financial Advisors; Asheville (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

RBC Wealth Management in Asheville, NC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build client relationships, answer questions, onboard new accounts, and help maintain accurate records in a fast-paced, collaborative environment.

You must have a Bachelor’s degree or related experience, strong verbal and written communication skills, attention to detail, and Series 7/66 licenses (or willingness to obtain within 12 months).

Qualifications

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Series 7 and 66 licenses or willingness to get licensed within 12 months of hire.
• Ability to adapt to a rapidly 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.
• Facilitate the transfer of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with the Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Attention to detail

Education

Bachelor’s degree or related experience

Series 7 & 66 licenses or willingness to obtain within 12 months

Tools

FINRA registrations

Job description

RBC Wealth Management in Asheville, NC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build client relationships, answer questions, onboard new accounts, and help maintain accurate records in a fast-paced, collaborative environment.

You must have a Bachelor’s degree or related experience, strong verbal and written communication skills, attention to detail, and Series 7/66 licenses (or willingness to obtain within 12 months).