Wealth Management Client Associate — Growth & Impact

RBC Capital Markets, LLC; Rapid City (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for professional development

Job summary

RBC Capital Markets, LLC in Rapid City, SD is seeking a Client Associate/Registered Client Associate. You will become a trusted resource for clients and advisors, using your operational skills to manage and grow business. Responsibilities include building client relationships, addressing inquiries, facilitating transactions, and complying with documentation standards.

The ideal candidate has a Bachelor's degree or equivalent experience, strong communication skills, and is willing to obtain necessary licenses. This position provides opportunities for professional growth and a comprehensive Total Rewards Program.

Qualifications

• Bachelor's degree or job-related experience.
• Strong soft skills including verbal and written communication.
• Attention to detail coupled with efficiency mindset.
• Series 7 and 66 (or 63/65) licenses or willingness to get licensed.

Responsibilities

• Build and maintain professional relationships with clients.
• Handle account inquiries and escalate to financial advisors.
• Adhere to compliance standards by maintaining appropriate documentation.
• Facilitate the transfer of funds and securities.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Communication skills

Organizational skills

Client service skills

Attention to detail

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC in Rapid City, SD is seeking a Client Associate/Registered Client Associate. You will become a trusted resource for clients and advisors, using your operational skills to manage and grow business. Responsibilities include building client relationships, addressing inquiries, facilitating transactions, and complying with documentation standards.

The ideal candidate has a Bachelor's degree or equivalent experience, strong communication skills, and is willing to obtain necessary licenses. This position provides opportunities for professional growth and a comprehensive Total Rewards Program.