Wealth Management Client Associate — Growth & Impact

RBC Capital Markets LLC; Cedar Rapids (IA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Competitive compensation

Job summary

RBC Wealth Management's Cedar Rapids branch seeks a Client Associate/Registered Client Associate to support financial advisors and clients, handling administrative tasks, onboarding, account maintenance, and documentation while maintaining compliance.

You will build client relationships, answer questions, process transfers, and collaborate in a fast-paced, professional environment; RBC offers training and growth opportunities.

Qualifications

• Bachelor's degree or job‑related experience.
• Series 7 and 66 licenses or willingness to obtain within 12 months of hire.
• Strong communication, attention to detail and client-service mindset.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Handle account inquiries and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary account documentation and communicating with clients about items needed.
• Facilitate transfers of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

People skills

Organizational skills

Client service

Education

Bachelor's degree

Job description

RBC Wealth Management's Cedar Rapids branch seeks a Client Associate/Registered Client Associate to support financial advisors and clients, handling administrative tasks, onboarding, account maintenance, and documentation while maintaining compliance.

You will build client relationships, answer questions, process transfers, and collaborate in a fast-paced, professional environment; RBC offers training and growth opportunities.