Financial Operations Specialist

6 days ago


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

We are seeking a highly organized and detail-oriented Client Associate to join our team at RBC Wealth Management. As a Client Associate, you will be responsible for providing exceptional administrative support to our financial advisors and clients, while also maintaining accurate records and ensuring seamless delivery of services.

Responsibilities and Expectations
  • 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.
Qualifications and Requirements
  • Bachelor's degree or equivalent experience in a related field.
  • Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
  • Excellent communication and interpersonal skills, with ability to work in a fast-paced environment.
What We Offer
  • A salary range of $60,000 - $85,000 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.


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