Wealth Management Client Associate
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-07-23
Listing for:
RBC
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
RBC Wealth Management’s Client Associate role supports financial advisors and clients by handling inquiries, onboarding new accounts, and maintaining accurate records with a client-first, compliant mindset. You will process transfers and trades, facilitate checks, wires, and ACHs, and respond promptly to client questions while building trusted relationships in a fast-paced, collaborative environment.
The position offers training and development opportunities within a premier global bank and is
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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