Wealth Management Client Associate

RBC; Sioux Falls (SD); On-site; USD 55,000 - 75,000; Full time

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

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