Client Associate - Wealth Management & Advisor Support

RBC Capital Markets, LLC

Minneapolis (MN)

On-site

USD 60,000 - 70,000

Full time

14 days+

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Benefits offered by this job

401(k) with company match

Health, dental, vision, life insurance

Paid time off

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative branch environment. You will handle account documentation, onboarding, and respond to client inquiries with a client-first mindset.

You will also assist with transfers, trades, and communications while ensuring compliance and data integrity. This role emphasizes relationship-building, timely problem solving, and contributing to advisor

Qualifications

Bachelor's degree or job-related experience.
2+ years of customer service experience in a full-time role.
Strong communication, organizational and client service skills.
Attention to detail and efficiency for advisors.
Series 7 and 66 licenses or willingness to obtain within 12 months.
Ability to adapt to changing business and technology environments.

Responsibilities

Build and maintain professional client relationships by assisting with account questions.
Handle account inquiries and escalate to financial advisors as needed.
Ensure compliance by obtaining and maintaining required documentation.
Facilitate transfers of funds and securities, process checks, wires and ACHs promptly.
Maintain confidentiality in line with RBC's Code of Conduct.