Wealth Management Client Service Associate

RBC Capital Markets, LLC

Pittsburgh (Allegheny County)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Pittsburgh. You’ll handle account inquiries, onboarding, and documentation while ensuring compliance and confidentiality.

The role emphasizes client-first service and growth of advisory business. You will collaborate with advisors, process transfers, and maintain records in a fast-paced environment, with training and development offered to advance your career within RBC

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 with focus on making advisors more efficient.

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.
Maintain confidentiality in accordance with RBC's Code of Conduct.