Wealth Management Investment Associate

rbc; San Jose (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) program

Health insurance

Paid time-off

Job summary

RBC seeks a Registered Client Associate in San Jose, CA to support Financial Advisors in achieving clients' financial goals. This role involves answering client inquiries, conducting satisfaction surveys, and developing new prospects for RBC's services.

Candidates must have at least 5 years of relevant experience and must hold Series 7 and 66 licenses. The position offers a competitive salary of $60,000 to $100,000 annually, alongside benefits such as a 401(k), health insurance, and paid time

Qualifications

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

Responsibilities

• Answering basic inquiries and resolving routine problems regarding products and services.
• Conducting periodic surveys of clients to determine satisfaction.
• Performing contract administration support and resolving contract related issues.
• Developing new prospects and finding opportunities to introduce RBC's products.

Skills

Customer Knowledge

Customer Service

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance

Tools

Series 7

Series 66

Job description

RBC seeks a Registered Client Associate in San Jose, CA to support Financial Advisors in achieving clients' financial goals. This role involves answering client inquiries, conducting satisfaction surveys, and developing new prospects for RBC's services.

Candidates must have at least 5 years of relevant experience and must hold Series 7 and 66 licenses. The position offers a competitive salary of $60,000 to $100,000 annually, alongside benefits such as a 401(k), health insurance, and paid time