Part-Time Client Associate

RBC; Omaha (NE); On-site; USD 24,000 - 40,000; Part time

Benefits offered by this job

Bonuses & benefits

Stock options

Coaching & development

Flexible hours

Challenging work

Advancement opportunities

Cross-team opportunities

Inclusive culture

Job summary

RBC Wealth Management in Omaha, NE is seeking a part-time Client Services Associate to support advisers by answering account questions, building relationships, and advancing client needs. You will ensure compliance through proper documentation, process transfers, checks, wires and ACHs promptly, and maintain confidentiality across all activities.

The role requires a bachelor’s degree or relevant experience, strong communication skills, and the willingness to obtain Series 7/66 (or 63/65)

Qualifications

• Must have a bachelor’s degree or job-related experience.
• Strong verbal and written communication, client service and organizational skills.
• Ability to adapt to a rapidly changing business environment and obtain required licenses within 12 months.

Responsibilities

• Build and maintain professional relationships with clients by answering account questions.
• Take initiative to handle account inquiries and refer to financial advisors when needed.
• Adhere to compliance by obtaining and maintaining necessary account documentation.

Skills

Verbal communication

Written communication

Client service

Organizational skills

Attention to detail

Adaptability

Education

Bachelor's degree or job-related experience

Licenses: Series 7 and 66 (or 63/65)

Tools

FINRA registrations

Job description

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 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:

12910 PIERCE STREET:OMAHA

City:

Omaha

Country:

United States of America

Work hours/week:

19

Employment Type:

Part time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

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.