Wealth Management Client Associate – Growth & Service

RBC; Huntington (WV); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Total rewards program

Coaching and development

Make a difference

Collaborative, high-performing team

Flexible work-life balance

Challenging work

Career progression opportunities

Cross-business opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Huntington, WV. You will manage account questions, documentation, transfers, and trades while upholding strict compliance and confidentiality.

The role emphasizes client-first service, collaboration, and adapting to a dynamic financial services environment, with licensing goals and growth opportunities within Wealth Management.

Qualifications

• Bachelor’s degree or job-related experience is required.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to improve advisors’ efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• Adaptability 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 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

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Huntington, WV. You will manage account questions, documentation, transfers, and trades while upholding strict compliance and confidentiality.

The role emphasizes client-first service, collaboration, and adapting to a dynamic financial services environment, with licensing goals and growth opportunities within Wealth Management.