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Wealth Management Client Associate

Talentify.io

RBC Wealth Management presents an opening for a Client Associate/Registered Client Associate in Dallas. You will support financial advisors, manage client inquiries, onboard accounts, and ensure compliance while handling transfers, trades, and documentation. The role emphasizes client-first service and operational excellence. The position offers licensing pathways (Series 7/66 or 63/65 within 12 months) and a comprehensive rewards program including bonuses, flexible benefits, commissions, and #J-18808-Ljbffr

Vacancy posted 3 days ago
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