Part-Time Client Associate — Flexible Hours in Wealth Management

RBC Capital Markets, LLC; Omaha (NE); On-site; USD 20,000 - 32,000; Part time

Job summary

RBC Capital Markets, LLC in Omaha is seeking a part-time wealth-management support professional to assist clients, answer questions, and coordinate account activity.

You will collaborate with financial advisors, process transfers, trades, and documentation while maintaining confidentiality and compliance. The role is 19 hours per week and on-site at 12910 Pierce Street, Omaha, United States of America.

Qualifications

• Bachelor's degree or equivalent job-related experience required.
• Strong verbal and written communication, people skills, organization and client service.
• Attention to detail to improve advisor efficiency.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain relationships with clients and answer account questions.
• Take initiative to handle inquiries and elevate to advisors when needed.
• Ensure compliance by obtaining and maintaining required documentation.
• Facilitate transfers of funds and securities, complete trades, process checks and wires.
• Maintain confidentiality in line with RBC's Code of Conduct.

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

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC in Omaha is seeking a part-time wealth-management support professional to assist clients, answer questions, and coordinate account activity.

You will collaborate with financial advisors, process transfers, trades, and documentation while maintaining confidentiality and compliance. The role is 19 hours per week and on-site at 12910 Pierce Street, Omaha, United States of America.