Wealth Management Investment Associate

RBC; San Francisco (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, vision & life ins.

Paid time-off

Job summary

RBC Wealth Management is seeking a Registered Client Associate to support Financial Advisors in helping clients reach their financial goals. You will educate clients on products and services, monitor client activity, and assist in wealth planning.

Join RBC Wealth Management in a role focused on client service, contract administration, and growth opportunities. The position offers a pathway for leadership and a comprehensive benefits package.

Qualifications

• Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience.
• Licensing requirements: Series 7 and 66 (or 63/65).

Responsibilities

• Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
• Conducting periodic surveys of clients to determine satisfaction and identify advisory opportunities.
• Performing contract administration support and resolving contract related issues.
• Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.

Skills

Customer Knowledge

Customer Service

Interpersonal Relationship Management

Oral Communications

Problem Solving

Education

Series 7 and 66 (or 63/65) licenses

Job description

RBC Wealth Management is seeking a Registered Client Associate to support Financial Advisors in helping clients reach their financial goals. You will educate clients on products and services, monitor client activity, and assist in wealth planning.

Join RBC Wealth Management in a role focused on client service, contract administration, and growth opportunities. The position offers a pathway for leadership and a comprehensive benefits package.