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Associate Rbc Wealth Management Jobs in Raleigh, NC

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Associate Actuary

Raleigh, NC · Remote

$50 - $60/hr

Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ... Get notified about new Associate Actuary jobs in North Carolina, United States . #finance #J-18808 ...

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Finance Associate

Raleigh, NC · Remote

$50 - $60/hr

Overview We are looking for a Finance Associate to join our team to train AI models. You will ... Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ...

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Sales & Trading Associate

Raleigh, NC · Remote

$50 - $60/hr

We are looking for a Sales & Trading Associate to join our team to train AI models. You will ... Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ...

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How much do associate rbc wealth management jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for associate rbc wealth management in Raleigh, NC is $16.95, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $17.98 per hour, depending on experience, location, and employer.

What is the difference between Associate Rbc Wealth Management vs Financial Advisor?

AspectAssociate Rbc Wealth ManagementFinancial Advisor
CertificationsTypically requires FINRA licenses (e.g., Series 7, 66) and possibly CFPOften holds CFP, Series 7, 66, or other financial planning certifications
Work EnvironmentSupports senior advisors, works in banking or financial services firmsDirectly interacts with clients, provides financial planning and investment advice
Employer & Industry UsageCommonly employed by banks, wealth management firms, and financial institutionsEmployed by banks, independent firms, or as self-employed financial planners

The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

What are the most commonly searched types of Rbc Wealth Management jobs in Raleigh, NC? The most popular types of Rbc Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Associate Rbc Wealth Management jobs? Cities near Raleigh, NC with the most Associate Rbc Wealth Management job openings:
Associate Rbc Wealth Management jobs near you

Client Service Associate - Tamarac Reporting

Envestnet

Raleigh, NC • Hybrid

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Description

Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location. The hours for this role will be Monday thru Friday 10:30am-7:30pmEST (supporting West Coast hours). 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet’s Strategy:
  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary: 
The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues. The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team.
Job Responsibilities:
  • Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs.
  • Provide support and training to clients on how to effectively use Tamarac Reporting in their practices, providing 1:1 web trainings when needed.
  • Provide website functionality support and training to clients for all financial reporting needs.
  • Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
  • Establish and maintain a positive and professional relationship with clients.
  • Assist in setting & managing client expectations for completion of work.
  • Grow and maintain knowledge in products and tools.
  • Participate in individual or team projects, as needed, to expand client support offerings
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications: 
  • Bachelor’s degree in business, finance or related field of study preferred.
  • 1+ years of experience in the financial services area in a client facing role, or equivalent education.
  • Excellent troubleshooting skills and experience in issue management a plus.
  • Ability to quickly grasp complicated situations, deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email.
  • Well-developed organizational skills, with attention to detail.
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities.
  • Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm’s products, policies, and procedures.
  • Commitment to maintain professional demeanor and courtesy.
  • Team player who’s willing to build relationships and work both individually and in a collaborative approach.
  • Fast learner with the ability to learn new technology and platforms.
  • Proficiency in MS Office Suite
Envestnet: 
  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Parental Stipend 
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match 
    • Wellness Program
Envestnet is an Equal Opportunity Employer.
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