Wealth Management Client Services Associate

RBC

Portland (OR)

On-site

USD 45,000 - 70,000

Full time

7 days ago

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Benefits offered by this job

401(k) with company matching

Healthcare, dental, vision, life, and/

Paid time off

Job summary

RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative branch environment in Portland, OR. You will manage account inquiries, onboarding, documentation, and timely processing of transfers and trades while upholding compliance and confidentiality.

The role emphasizes client-first service, attention to detail, and adapting to evolving technology and processes, with comprehensive training and development opportunities

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 client needs and elevate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining account documentation and communicating with clients about items needed.

Skills

Series 7 license

Series 66 license

Client service

Communication (verbal & written)

Attention to detail

Adaptability

Education

Bachelor’s degree or related experience

Job description

The role emphasizes client-first service, attention to detail, and adapting to evolving technology and processes, with comprehensive training and development opportunities

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