Wealth Management Client Associate & Onboarding

RBC; Spokane (WA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and stock where applicable

Flexible benefits

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Spokane, WA. You will handle account inquiries, documentation, and client communications in a fast-paced, professional team environment.

Responsibilities include processing transfers and trades, maintaining records, and adhering to compliance. Licenses or willingness to obtain licenses within 12 months are required.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Series 7 and 66 licenses or willingness to get licensed within 12 months of hire.
• 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 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 ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Communication skills

People skills

Organizational skills

Client service

Series 7/66 licenses

Education

Bachelor's degree or related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Spokane, WA. You will handle account inquiries, documentation, and client communications in a fast-paced, professional team environment.

Responsibilities include processing transfers and trades, maintaining records, and adhering to compliance. Licenses or willingness to obtain licenses within 12 months are required.