Wealth Management Client Associate — Impactful Support for Advisors

RBC; Boston (MA); On-site; USD 40,000 - 77,000; Full time

Benefits offered by this job

Total rewards program

401(k) with company matching

Job summary

RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance. You will build trusted relationships, resolve issues, and ensure efficient service in a fast-paced, collaborative environment.

Join a team that values client-first service and offers training, development resources, and a clear path for career progression within wealth management.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective.
• 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 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 ACH’s in a timely manner.
• Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
• Goals should reflect and align with the overall business plan of the FA(s) this person supports.

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

Job description

RBC Wealth Management in Boston is seeking a Registered Client Associate to support financial advisors and clients with onboarding, account maintenance and regulatory compliance. You will build trusted relationships, resolve issues, and ensure efficient service in a fast-paced, collaborative environment.

Join a team that values client-first service and offers training, development resources, and a clear path for career progression within wealth management.