Client Associate — Wealth Management Support & Growth

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

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.