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Wealth Management Client Associate — Advisory
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-22
Listing for:
RBC
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services company in San Jose is seeking a Registered Client Associate to support financial advisors and clients. This role requires a strong administrative background, and the candidate must excel in communication and client service. Responsibilities include managing account inquiries, ensuring compliance, and facilitating transactions. The ideal candidate holds a relevant degree and necessary licenses. Competitive salary range is offered along with a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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