Wealth Management Client Associate

TravisMathew; Minneapolis (MN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) with company-matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Job summary

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage onboarding, account maintenance and correspondence, while ensuring compliance and efficient use of technology in a fast-paced team setting.

You will build client relationships, resolve inquiries, and help keep accounts accurate and up-to-date, with opportunities to expand responsibilities as you grow licensed and experienced.

Qualifications

• Bachelor’s degree or job-related experience.
• 2+ years of customer service experience in a full-time role.
• Strong communication, organizational and client service skills.
• Attention to detail and efficiency improvements for advisors.
• Series 7 and 66 licenses or willingness to get licensed within 12 months.
• Adaptability to a changing business and technology environment.

Responsibilities

• Build and maintain client relationships by answering account questions.
• Handle account inquiries and escalate to advisors when needed.
• Maintain compliance through proper account documentation.
• Facilitate transfers, trades, checks, wires, and ACHs promptly.
• Maintain confidentiality per the 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 equivalent experience

Job description

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage onboarding, account maintenance and correspondence, while ensuring compliance and efficient use of technology in a fast-paced team setting.

You will build client relationships, resolve inquiries, and help keep accounts accurate and up-to-date, with opportunities to expand responsibilities as you grow licensed and experienced.