Client Service Representative

3 weeks ago


San Francisco, California, United States RBC Full time
Job Summary

The Client Associate will play a key role in supporting our financial advisors and clients by providing exceptional administrative support and maintaining accurate records.

Key Responsibilities
  • Manage client accounts, including processing transactions and maintaining up-to-date records.
  • Assist financial advisors with client meetings, presentations, and correspondence.
  • Communicate effectively with clients, advisors, and internal teams to resolve issues and meet business objectives.
Requirements and Qualifications
  • Bachelor's degree or equivalent experience in a related field.
  • Excellent communication and interpersonal skills, with ability to work in a fast-paced environment.
  • Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
Compensation and Benefits
  • A salary range of $55,000 - $75,000 depending on experience and qualifications.
  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
About Our Team

RBC Wealth Management is dedicated to delivering exceptional client service and achieving outstanding results. Our team is comprised of experienced professionals who are passionate about making a difference in the lives of our clients.



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