Wealth Management Client Associate: Client Service

RBC; Rochester (MN); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients in our Rochester, MN area. You will leverage your administrative and operational skills to manage accounts, onboard new clients, and ensure compliance in a fast-paced, collaborative environment.

We offer training and development to grow your career. The role involves building client relationships, supporting advisors, and handling transfers, trades, and documentation with

Qualifikationen

• Must haveBachelor’s degree or job-related experience.
• Strong communication and client service skills.
• Licensing: Series 7 and 66 (or 63/65) or willingness to obtain within 12 months.

Aufgaben

• 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 communicate 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.

Kenntnisse

Verbal and written communication

People skills

Organizational skills

Client service

Attention to detail

Adaptability

Ausbildung

Bachelor's degree or relevant experience

Jobbeschreibung

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients in our Rochester, MN area. You will leverage your administrative and operational skills to manage accounts, onboard new clients, and ensure compliance in a fast-paced, collaborative environment.

We offer training and development to grow your career. The role involves building client relationships, supporting advisors, and handling transfers, trades, and documentation with