Wealth Management Specialist

6 days ago

San Francisco, California, United States RBC Capital Markets, LLC Full time
About the Role

We are seeking a highly skilled and motivated Client Associate to join our team at RBC Capital Markets, LLC. As a Client Associate, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative and operational support.

Key Responsibilities
  • Build and maintain professional relationships with clients by assisting them with account inquiries and providing timely responses to their needs.
  • Take initiative to handle account inquiries and customer needs, escalating to financial advisors when necessary.
  • Adhere to compliance standards by obtaining and maintaining accurate account documentation and communicating with clients about required items.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
  • Maintain confidentiality in accordance with RBC's Code of Conduct.
Requirements
  • Bachelor's degree or relevant work experience.
  • Strong soft skills, including verbal and written communication, people, organizational, and client service skills.
  • Attention to detail and a mindset focused on making advisors more efficient and effective.
  • Series 7 and 66 (or 63/65) licenses or the willingness to obtain them within 12 months of hire.
  • Ability to adapt to a rapidly changing business and technology environment.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Flexible work-life balance options.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.
  • Access to a variety of job opportunities across the business.
Compensation

The expected salary range for this position is $50,000 - $80,000, depending on factors such as experience, skills, registration status, market conditions, and business needs.

This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions, health, dental, vision, life, and disability insurance, and a paid time-off plan.

About RBC

RBC Capital Markets, LLC is a leading financial services company that provides a wide range of financial products and services to individuals, businesses, and institutions. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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