Wealth Management Client Associate

RBC Capital Markets, LLC; Saint Cloud (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive total rewards

401(k) with company match

Health, dental, vision, life insurance

Paid time off

Coaching and development opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Saint Cloud, MN. You will be a trusted resource to clients and advisors, handling onboarding, account maintenance, and compliant processing in a fast-paced, professional team.

The role focuses on building client relationships, supporting advisors, and enabling efficient service through strong communication and organizational skills.

Qualifications

• 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 licenses or willingness to get licensed 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 customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicating 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.

Skills

Communication

Customer service

Attention to detail

Licensing

Adaptability

Education

Bachelor's degree

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Saint Cloud, MN. You will be a trusted resource to clients and advisors, handling onboarding, account maintenance, and compliant processing in a fast-paced, professional team.

The role focuses on building client relationships, supporting advisors, and enabling efficient service through strong communication and organizational skills.