Wealth Management Client Associate

Three Point Solutions, Inc.; Davenport (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Total Rewards Program including bonus,

Flexible benefits

Coaching and development

Job summary

RBC Wealth Management is hiring a Client Associate/Registered Client Associate in Bettendorf, IA to support financial advisors and clients with account administration, onboarding, and ongoing service. You will handle inquiries, documentation, and transfers, ensuring a client-first approach in a fast-paced, collaborative environment.

The role emphasizes compliance, accuracy, and the use of technology to improve advisor efficiency, with training and development resources to advance your career

Qualifications

• Bachelor’s degree or job-related experience required.
• Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and client 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 ACHs.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Verbal and written communication

People skills

Organizational skills

Client service skills

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management is hiring a Client Associate/Registered Client Associate in Bettendorf, IA to support financial advisors and clients with account administration, onboarding, and ongoing service. You will handle inquiries, documentation, and transfers, ensuring a client-first approach in a fast-paced, collaborative environment.

The role emphasizes compliance, accuracy, and the use of technology to improve advisor efficiency, with training and development resources to advance your career