Wealth Management Registered Client Associate

RBC; Bedford (NH); On-site; USD 52,000 - 75,000; Full time

Job summary

RBC Wealth Management in Bedford, NH is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will use your administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach and compliance.

You will build relationships, answer questions, process account transfers, and onboard new accounts. This role requires strong communication, attention to detail, and adaptability in a fast-paced,

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to get licensed within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.
• Current FINRA registrations (nice-to-have).
• Financial services experience (nice-to-have).

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

Skills

Communication skills

People skills

Organization

Client service

Attention to detail

Adaptability

Licensing (Series 7/66)

Education

Bachelor’s degree

Job description

RBC Wealth Management in Bedford, NH is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will use your administrative and operational skills to help advisors manage and grow their business, while maintaining a client-first approach and compliance.

You will build relationships, answer questions, process account transfers, and onboard new accounts. This role requires strong communication, attention to detail, and adaptability in a fast-paced,