Wealth Management Client Services Specialist

RBC; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

Bonuses and stock where applicable

Flexible benefits

Job summary

RBC Wealth Management is seeking a Registered Client Associate in Dallas to support financial advisors and clients with account management, documentation, and transactional tasks. You will help onboard new accounts, respond to inquiries, and escalate complex issues to the advisory team.

The role emphasizes a client-first approach, regulatory compliance, and efficient operation within a fast-paced, collaborative environment, with opportunities for growth and ongoing training.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication; client service skills.
• Attention to detail; improve advisor efficiency.
• Series 7 and 66 licenses (or 63/65).
• 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

Verbal communication

Written communication

Client service

Attention to detail

Series 7/66 licenses

Education

Bachelor's degree or job-related experience

Tools

FINRA registrations

Job description

RBC Wealth Management is seeking a Registered Client Associate in Dallas to support financial advisors and clients with account management, documentation, and transactional tasks. You will help onboard new accounts, respond to inquiries, and escalate complex issues to the advisory team.

The role emphasizes a client-first approach, regulatory compliance, and efficient operation within a fast-paced, collaborative environment, with opportunities for growth and ongoing training.