Wealth Management Client Associate — Impact & Growth

Royal Bank of Canada; Lemoyne (Cumberland County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Commissions

Stock where applicable

Coaching and development opportunities

Job summary

Royal Bank of Canada (RBC) Wealth Management in Lemoyne, PA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will respond to client questions, onboard new accounts, maintain records, and process transfers in a fast-paced, collaborative environment.

You will contribute to a client-first culture, ensure compliance, and participate in ongoing training. Requirements include a Bachelor's degree or related experience, strong communication skills,

Qualifications

• Bachelor's degree or job-related experience required.
• Strong communication, organizational and client service skills.
• Attention to detail and ability to enhance advisor efficiency.
• Series 7 and 66 licenses (or willingness to obtain within 12 months).
• Finra registrations a plus and adaptability to a changing environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and customer needs; escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining documentation and communicating with clients about needed items.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor's degree or job-related experience

Job description

Royal Bank of Canada (RBC) Wealth Management in Lemoyne, PA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will respond to client questions, onboard new accounts, maintain records, and process transfers in a fast-paced, collaborative environment.

You will contribute to a client-first culture, ensure compliance, and participate in ongoing training. Requirements include a Bachelor's degree or related experience, strong communication skills,