Wealth Management: Client Associate & Advisor Support

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

Coaching and development opportunities

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. You will handle account inquiries, onboarding, and documentation while maintaining compliance and confidentiality in a fast-paced team environment.

The role offers opportunities for licensing progression, a comprehensive rewards program, and collaboration within a high-performing Wealth Management team. 40-hour work week with salaried pay.

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication and client service skills.
• Attention to detail and efficiency in supporting advisors.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a rapidly changing business and technology environment.
• Nice-to-have: FINRA registrations.
• Nice-to-have: Financial services experience.

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 escalate 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 in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal and written communication

People skills

Organizational skills

Client service skills

Attention to detail

Adaptability

Education

Bachelor's degree

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. You will handle account inquiries, onboarding, and documentation while maintaining compliance and confidentiality in a fast-paced team environment.

The role offers opportunities for licensing progression, a comprehensive rewards program, and collaboration within a high-performing Wealth Management team. 40-hour work week with salaried pay.