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Wealth Management Client Associate

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: RBC
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

RBC Wealth Management in Boca Raton is seeking a Client Associate/Registered Client Associate to act as a trusted resource for clients, advisors and the branch. Use your administrative and operational skills to help our advisors manage and grow their business in a fast-paced, professional, and collaborative environment.

The role emphasizes a client-first approach with compliance, onboarding new accounts, maintaining records, implementing technology changes and preparing correspondence.

This role is for the Wealth Management Client Associate role at RBC.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Client Associate role in the description above.

We appreciate your interest in this position.

Join RBC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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