Part-Time Wealth Management 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

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)