Wealth Management Client Associate - Growth & Impact

RBC Capital Markets, LLC; Boston (MA); On-site; USD 50,000 - 77,000; Full time

Job summary

RBC Wealth Management’s Boston branch is seeking a Registered Client Associate to serve clients and advisors with professional service and regulatory compliance. You will assist with account questions, onboarding, documentation, and routine operations while collaborating with a dynamic team.

This role emphasizes accuracy, client-first service, and adaptability in a fast-paced wealth-management environment. A bachelor's degree and required securities licenses support career progression within RBC

Qualifications

• Bachelor's degree or job-related experience.
• Strong verbal and written communication and client service skills.
• Attention to detail with a focus on helping advisors work efficiently.
• Series 7 and 66 (or 63/65) licenses.
• 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 escalate 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.
• Provide administrative and operational support to one or more Financial Advisors and/or the Branch Director; may include servicing clients, researching problems, processing forms, maintaining records, preparing correspondence, and entering unsolicited orders.
• Goals should reflect and align with the overall business plan of the FA(s) this person supports.

Skills

Client service

Communication

Attention to detail

Time management

Team collaboration

Education

Bachelor's degree

Job description

RBC Wealth Management’s Boston branch is seeking a Registered Client Associate to serve clients and advisors with professional service and regulatory compliance. You will assist with account questions, onboarding, documentation, and routine operations while collaborating with a dynamic team.

This role emphasizes accuracy, client-first service, and adaptability in a fast-paced wealth-management environment. A bachelor's degree and required securities licenses support career progression within RBC