Wealth Management Client Associate Impact
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-08-24
Listing for:
RBC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
RBC Wealth Management in Baltimore is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will support account inquiries, onboarding, and documentation while ensuring compliance and confidentiality in a fast-paced environment.
The role emphasizes building client relationships, processing trades and transfers, and assisting advisors to drive growth. Licensing (Series 7/66 or 63/65) and strong communication skills are essential for success, with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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