Wealth Management Client Services Associate

RBC; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

RBC Wealth Management in Dallas seeks a Registered Client Associate to serve financial advisors and clients as a trusted resource. You will use administrative and operational skills to help advisors manage and grow business, ensuring compliance and accurate recordkeeping.

You will onboard new accounts, resolve problems, prepare correspondence, and support technology changes in a fast-paced environment. The role emphasizes client-first service, confidentiality, and teamwork within a

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 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Interpersonal Relationships

Time Management

Word Processing Software

Education

Bachelor’s degree or job-related experience

Series 7 and 66 licenses

Job description

RBC Wealth Management in Dallas seeks a Registered Client Associate to serve financial advisors and clients as a trusted resource. You will use administrative and operational skills to help advisors manage and grow business, ensuring compliance and accurate recordkeeping.

You will onboard new accounts, resolve problems, prepare correspondence, and support technology changes in a fast-paced environment. The role emphasizes client-first service, confidentiality, and teamwork within a