Senior Client Associate

Marketing Associate

Marketing Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and marketing skills to help our advisors grow their business and refine their brand image. Coordinate and administer multiple media communication programs to promote organizational presence in marketplaces consistent with organizational objectives. Demonstrate a client-first approach as you prepare communications, engage with clients and prospects, meet compliance standards, onboard new clients, process and retain account records, research and resolve problems, and implement technology changes in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Coordinate with marketing and compliance departments to create and implement communication and advertising campaigns across a variety of publicity methods.
• Assist in the development of timely, meaningful, and engaging communications with clients and prospects.
• Manage recurring marketing initiatives and tasks.
• Organize in-person and virtual client events from idea generation to execution.
• Manage the relationship with our podcast production company and coordinate the production, release and marketing of each episode.
• Create a digital presence on all available channels to increase awareness and engagement with the digital community.
• 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.
• Facilitate the transfer of funds and securities and process checks, wires and ACH's in a timely manner.
• Supports the organization in other administrative or support functions as needed.

What do you need to succeed?

Must-have

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Ability to adapt to a rapidly changing business and technology environment
• Can-do and self-starter attitude

Nice-to-have

• Current FINRA registrations
• Financial services experience
• Digital marketing experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $75,000 - $100,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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

Additional Job Details

Address: 5425 Wisconsin Avenue: Chevy Chase

City: Chevy Chase

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-14

Application Deadline: 2026-09-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above