Wealth Management Client Associate — Elevate Client Service

RBC; Minneapolis (MN); On-site; USD 60,000 - 85,000; Full time

Job summary

RBC Wealth Management in Minneapolis seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You’ll handle account questions, onboarding, and documentation with a client-first approach and compliance focus.

You’ll manage transfers, trades, and correspondence in a fast-paced, collaborative environment, helping advisors grow their business while maintaining confidentiality and professionalism.

Qualifications

• Bachelor’s degree or job-related experience.
• Strong verbal and written communication, people, organizational, and client service skills.
• Attention to detail with a mindset to help advisors be more efficient and effective.
• Series 7 and 66 (or 63/65) licenses or willingness to get licensed within 12 months.

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 transfers of funds and securities, complete trades, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Client service

Communication

Attention to detail

Adaptability

Problem solving

Education

Bachelor’s degree or job-related experience

Tools

FINRA registrations

Series 7/66 licensing

Job description

RBC Wealth Management in Minneapolis seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You’ll handle account questions, onboarding, and documentation with a client-first approach and compliance focus.

You’ll manage transfers, trades, and correspondence in a fast-paced, collaborative environment, helping advisors grow their business while maintaining confidentiality and professionalism.