Client Associate

RBC; Green Bay (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC Wealth Management in Green Bay seeks a Client Associate/Registered Client Associate to support financial advisors and clients with account administration and ongoing service. You will assist with inquiries, documentation, and processing to help advisors grow their business.

The role requires a Bachelor's degree or related experience, and Series 7 and 66 licenses (or willingness to obtain them within 12 months). It offers a salaried, full-time position in a collaborative environment.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong communication and customer service skills.
• Ability to maintain compliance and adapt to changing requirements.
• Willingness to obtain Series 7 and 66 licenses within 12 months.

Responsibilities

• Build and maintain relationships with clients by addressing account questions.
• Assist advisors with inquiries and escalate to advisors when needed.
• Ensure documentation and compliance standards are met.
• Facilitate transfers and trades, and process payments accurately.
• Maintain confidentiality per RBC Code of Conduct.

Skills

Verbal communication

Written communication

Client service

Attention to detail

Adaptability

Time management

Interpersonal skills

Problem solving

Sales opportunity identification

Compliance awareness

Education

Bachelor's degree or job-related experience

Tools

FINRA licensing: Series 7/66 or 63/65

Job description

What is the opportunity?

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

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
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• Financial services experience

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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 take on progressively greater accountabilities
• Access to a variety of job opportunities across business

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: 2465 MARINA CIRCLE:GREEN BAY

City: Green Bay

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-02-12

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

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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