Registered Client Associate/Client Associate

RBC

Sioux Falls (SD)

On-site

USD 55,000 - 75,000

Full time

11 days ago
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Benefits offered by this job

Total rewards program with bonuses
Flexible benefits
Commissions and stock where applicable
Career coaching and development

Job summary

RBC Wealth Management in Sioux Falls, SD is seeking a Client Associate/Registered Client Associate to support advisors and clients. You will manage client questions, onboard new accounts, maintain records, and help implement technology changes in a fast-paced, collaborative environment.

The role emphasizes compliance, client service, and the ability to adapt to a dynamic financial services setting, with opportunities for professional licensing and growth within a leading wealth management

Qualifications

  • Bachelor’s degree or related experience.
  • Strong verbal and written communication, people, organizational, and client service skills.
  • Attention to detail with focus on improving advisor efficiency.
  • Series 7 and 66 licenses (or willingness to obtain within 12 months).
  • Ability to adapt to a rapidly changing business and technology environment.
  • Current FINRA registrations (Nice-to-have).
  • Financial services experience (Nice-to-have).

Responsibilities

  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining documentation and communicating needs to clients.
  • Facilitate transfers of funds and securities and process checks, wires and ACHs promptly.
  • Maintain confidentiality according to RBC’s Code of Conduct.

Skills

Bachelor's degree
Verbal and written communication
Attention to detail
Series 7/66 licenses
Adaptability to changing environment

Education

Bachelor's degree or job-related experience

Job description

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

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 escalation 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

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high-performance culture

  • Enables collective achievement of our strategic goals

  • Generates sustainable shareholder returns and above market shareholder value

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:

6300 SOUTH OLD VILLAGE PLACE:SIOUX FALLS

City:

Sioux Falls

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-14

Application Deadline:

Note ** : ** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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