Wealth Management Client Associate — Advisor Support

RBC; Pleasant Valley Township (IA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible work options

Coaching and development

Job summary

RBC Wealth Management in Bettendorf, IA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, settlements, and compliance, in a fast-paced, client-first environment.

The role emphasizes relationship building, problem resolution, and applying technology changes while maintaining confidentiality and adhering to code of conduct.

Qualifications

• Bachelor’s degree or relevant experience required.
• Strong verbal and written communication and client service skills.
• Attention to detail and ability to improve advisor efficiency.
• Willingness to obtain Series 7 and 66 (or 63/65) licenses within 12 months.

Responsibilities

• Build and maintain professional relationships with clients and respond to account questions.
• Take initiative to handle account inquiries and escalate to advisors when needed.
• Ensure compliance by obtaining documentation and communicating requirements to clients.
• Facilitate transfers, complete trades, and process checks, wires, and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Verbal and written communication

Attention to detail

Client service

Adaptability

Licensing readiness (Series 7/66 or 63

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management in Bettendorf, IA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will handle account inquiries, onboarding, documentation, settlements, and compliance, in a fast-paced, client-first environment.

The role emphasizes relationship building, problem resolution, and applying technology changes while maintaining confidentiality and adhering to code of conduct.