Wealth Management Client Associate — Grow with Advisors

RBC; Madison (WI); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Total Rewards program

Coaching & development

Flexible benefits

Work-life balance

Descripción de la vacante

RBC Wealth Management in Madison, WI is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with proactive administrative support. You will manage account questions, onboarding, documentation, and efficient processing of transfers, trades, and payments in a fast-paced environment.

The role emphasizes client-first service, compliance, and teamwork within a collaborative branch.

Formación

• Bachelor’s degree or job-related experience.
• Strong soft skills including verbal and written communication, people, organizational, and client service skills.
• Attention to detail and mindset to improve advisor efficiency.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• Ability to adapt to a rapidly changing business and technology environment.

Responsabilidades

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and client needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation and communicating with clients about items needed.
• Facilitate the transfer 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.

Conocimientos

Customer Service

Verbal & Written Communication

Attention to Detail

Licensing (Series 7/66)

Educación

Bachelor’s degree or equivalent experience

Descripción del empleo

RBC Wealth Management in Madison, WI is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with proactive administrative support. You will manage account questions, onboarding, documentation, and efficient processing of transfers, trades, and payments in a fast-paced environment.

The role emphasizes client-first service, compliance, and teamwork within a collaborative branch.