Wealth Management Client Associate — Growth & Impact

RBC; Baltimore (MD); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Stock plan where applicable

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Wealth Management in Baltimore is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will support account inquiries, onboarding, and documentation while ensuring compliance and confidentiality in a fast-paced environment.

The role emphasizes building client relationships, processing trades and transfers, and assisting advisors to drive growth. Licensing (Series 7/66 or 63/65) and strong communication skills are essential for success, with

Qualifications

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• 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 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.

Skills

Client service

Communication

Attention to detail

Adaptability to change

Licensing: Series 7/66 or 63/65

Education

Bachelor’s degree

Job description

RBC Wealth Management in Baltimore is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will support account inquiries, onboarding, and documentation while ensuring compliance and confidentiality in a fast-paced environment.

The role emphasizes building client relationships, processing trades and transfers, and assisting advisors to drive growth. Licensing (Series 7/66 or 63/65) and strong communication skills are essential for success, with