Client Associate
RBC
Lancaster, PA0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Customer serviceSales
- Work
- On-site in Lancaster
- Pay
- Not stated by the employer.
- Skill demand
- Customer service57%Sales31%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 2, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
Key Responsibilities
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Maintain confidentiality in accordance with RBC’s Code of Conduct.
Requirements & Tech Stack
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people skills, organizational skills, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have:
- Current FINRA registrations
- Financial services experience
Job Skills
- Customer Knowledge
- Customer Service
- Customer Service Management
- Group Problem Solving
- Identifying Sales Opportunities
- Interpersonal Relationship Management
- Oral Communications
- Perseverance and Follow-Through
- Product Services
- Sales Activities