Wealth Management Client Services Associate

Apex Systems; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus

Flexible benefits

Stock opportunities

Career development

Job summary

RBC Wealth Management in Scottsdale is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach. You will handle account documentation, onboarding, and inquiries while ensuring compliance and accurate records.

You will transfer funds, process trades and checks, and support advisors with timely operations in a fast-paced environment. Strong communication and attention to detail are essential.

Qualifications

• Bachelor’s degree or job-related experience required.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail with focus on making advisors more efficient and effective.

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

Skills

Client knowledge

Customer service

Customer service management

Group problem solving

Interpersonal relationships

Oral communications

Perseverance and follow-through

Product services

Sales activities

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Scottsdale is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach. You will handle account documentation, onboarding, and inquiries while ensuring compliance and accurate records.

You will transfer funds, process trades and checks, and support advisors with timely operations in a fast-paced environment. Strong communication and attention to detail are essential.