Wealth Client Services Associate — Advisor Support

RBC Wealth Management in Westport, CT is seeking a Registered Client Service Associate to support financial advisors with high-quality client service. The role focuses on responding to client inquiries, processing account transactions, onboarding and documentation, and maintaining accurate client records.

Responsibilities include preparing reports, coordinating meetings, liaising with internal departments on operational issues, and helping ensure compliance with firm policies.

As a Wealth Client Services Associate — Advisor Support, you will play an important part at RBC Wealth Management in Westport, CT, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Client Services Associate — Advisor Support role in the description above.

We appreciate your interest in this position.

Join RBC Wealth Management and contribute to our ongoing work.

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