Wealth Management Client Associate — Advisors
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-14
Listing for:
RBC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Banking & Finance
Job Description & How to Apply Below
RBC Wealth Management is seeking a client service professional to support financial advisors and clients at our Phoenix branch. You will handle inquiries, maintain relationships, and ensure accurate documentation and timely processing of transfers, trades, and payments.
The role emphasizes strong communication, attention to detail, and the ability to adapt to a dynamic financial services environment. Bachelor’s degree or relevant experience, plus FINRA registration readiness, are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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