Wealth Management Client Associate — Growth & Impact

RBC; Cedar Rapids (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and stock where applicable

Flexible benefits

Development opportunities

Job summary

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients in Cedar Rapids. You will handle account questions, onboard new accounts, maintain records, and ensure compliance while delivering professional, client-focused service in a fast-paced team environment.

The role emphasizes operational support, problem resolution, and effective communication to help advisors grow their business and maintain high standards of confidentiality and

Qualifications

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

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 escalte 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

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor’s degree or job-related experience

Job description

RBC Wealth Management seeks a Client Associate/Registered Client Associate to support financial advisors and clients in Cedar Rapids. You will handle account questions, onboard new accounts, maintain records, and ensure compliance while delivering professional, client-focused service in a fast-paced team environment.

The role emphasizes operational support, problem resolution, and effective communication to help advisors grow their business and maintain high standards of confidentiality and