Description
RBC Wealth Management is hiring a full-time Client Associate/Registered Client Associate in Charlotte, North Carolina. The role supports financial advisors and clients by handling account inquiries, maintaining compliance documentation, facilitating fund and securities transfers, processing trades and payments, onboarding accounts, maintaining records, and preparing correspondence. Candidates need a bachelor’s degree or job-related experience, strong communication and organizational skills, and Series 7 and 66 (or 63/65) licenses or willingness to obtain them within 12 months; FINRA registrations and financial services experience are preferred. The position is salaried, requires 40 hours per week, and applications were accepted until 2026-10-30.
