Wealth Management Client Associate — Growth & Impact

RBC; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Coaching & development

Flexible work options

Career opportunities

Job summary

RBC Wealth Management in Atlanta is hiring a Client Associate/Registered Client Associate to support financial advisors and clients. You will answer account questions, handle inquiries, and help maintain client records with a client-first approach in a fast-paced environment.

You will also process transfers, trades and documentation, stay compliant, and collaborate with advisors to drive efficiency while upholding confidentiality and professional standards.

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong communication and client service skills.
• Licenses: Series 7 and 66 (or 63/65) or willingness to get licensed within 12 months.
• Ability to adapt to changing business and technology environments.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and refer to financial advisors when appropriate.
• Maintain compliance by obtaining and maintaining required account documentation.
• Facilitate transfers of funds and securities; process checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Customer Service

Sales Opportunities

Interpersonal Skills

Oral Communication

Problem Solving

Relationship Management

Client Knowledge

Follow-Through

Product Knowledge

Sales Activities

Education

Bachelor’s degree

Job description

RBC Wealth Management in Atlanta is hiring a Client Associate/Registered Client Associate to support financial advisors and clients. You will answer account questions, handle inquiries, and help maintain client records with a client-first approach in a fast-paced environment.

You will also process transfers, trades and documentation, stay compliant, and collaborate with advisors to drive efficiency while upholding confidentiality and professional standards.