Client Associate/Registered Client Associate

RBC; Pleasant Valley Township (IA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible work options

Coaching and development

Job summary

RBC Wealth Management in Bettendorf, IA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, settlements, and compliance, in a fast-paced, client-first environment.

The role emphasizes relationship building, problem resolution, and applying technology changes while maintaining confidentiality and adhering to code of conduct.

Qualifications

• Bachelor’s degree or relevant experience required.
• Strong verbal and written communication and client service skills.
• Attention to detail and ability to improve advisor efficiency.
• Willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.

Responsibilities

• Build and maintain professional relationships with clients and respond to account questions.
• Take initiative to handle account inquiries and escalate to advisors when needed.
• Ensure compliance by obtaining documentation and communicating requirements to clients.
• Facilitate transfers, complete trades, and process checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Verbal and written communication

Attention to detail

Client service

Adaptability

Licensing readiness (Series 7/66 or 63

Education

Bachelor’s degree or job-related experience

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.

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.

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?

• 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?

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 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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilitiesAccess 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:

2308 56TH AVENUE WEST:BETTENDORF

City:

Bettendorf

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-28

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.