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Wealth Management Client Associate

Job in San Diego, San Diego County, California, 92189, USA
Listing for: RBC
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in San Diego seeks a Registered Client Associate to support financial advisors and enhance client services. Candidates should possess strong communication, organizational skills, and hold necessary licenses. The role includes onboarding accounts, maintaining account records, and facilitating transfers. A Bachelor's degree or relevant experience is required. Competitive compensation with a comprehensive benefits package is offered.
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Position Requirements
10+ Years work experience
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