Wealth Management Client Associate — Licensing & Growth

Association Of African American Financial Advisors; Pittsburgh (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, life, and long

Paid time off

Coaching and development opportunities

Job summary

RBC Wealth Management in Pittsburgh, PA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account inquiries, facilitate transfers and trades, and ensure documentation and compliance processes are met in a fast-paced, collaborative environment.

The role emphasizes client-first service, collaboration with advisors, and ongoing development and training opportunities within RBC 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 and efficiency for advisors.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and customer needs; escalate to advisors when appropriate.
• Adhere to compliance standards and obtain/maintain required account documentation.

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Pittsburgh, PA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account inquiries, facilitate transfers and trades, and ensure documentation and compliance processes are met in a fast-paced, collaborative environment.

The role emphasizes client-first service, collaboration with advisors, and ongoing development and training opportunities within RBC Wealth Management.