Wealth Management Client Associate — Advisor Support

RBC Capital Markets LLC; Green Bay (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Total rewards program

Leadership development

Flexible work/life balance

Challenging work opportunities

Stock where applicable

Job summary

RBC Wealth Management in Green Bay, WI is seeking a Client Associate/Registered Client Associate to support our advisors and clients. You will handle account questions, onboarding, documentation, and routine operations with a client-first approach.

Join a collaborative team where training is provided and licenses may be pursued within 12 months. You will coordinate transfers, trades, checks, wires, and ACHs while upholding compliance and confidentiality.

Qualifications

• Bachelor's degree or job-related experience.
• Strong soft skills: verbal and written communication, people and client service skills.
• Attention to detail with mindset to improve advisors' efficiency.
• Series 7 licenses and 66 (or 63/65) or willingness to obtain within 12 months.
• 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.
• Proactively handle account inquiries and client needs, escalating to advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining required account documentation and communicating needed items to clients.
• Facilitate transfer of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability

Education

Bachelor's degree

Job description

RBC Wealth Management in Green Bay, WI is seeking a Client Associate/Registered Client Associate to support our advisors and clients. You will handle account questions, onboarding, documentation, and routine operations with a client-first approach.

Join a collaborative team where training is provided and licenses may be pursued within 12 months. You will coordinate transfers, trades, checks, wires, and ACHs while upholding compliance and confidentiality.