Wealth Management Client Associate - Growth & Impact

RBC Capital Markets, LLC; Stillwater (MN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) program with company-matching contributions

Health, dental, and vision insurance

Paid time off

Professional development opportunities

Job summary

RBC Capital Markets, LLC in Stillwater is looking for a Client Associate to support financial advisors and clients effectively. The successful candidate will leverage strong communication and organizational skills to build relationships and adhere to compliance standards in a fast-paced environment.

The position offers a competitive salary ranging from $40,000 to $70,000 depending on the role, experience, and skills. Benefits include comprehensive insurance, a 401(k) program, and professional development opportunities.

Qualifications

• Bachelor's degree or job-related experience.
• Strong soft skills including verbal and written communication.
• Attention to detail and efficiency mindset.
• Series 7 and 66 (or 63/65) licenses, or willingness to obtain.
• Ability to adapt to rapidly changing environments.

Responsibilities

• Build and maintain professional client relationships.
• Initiate and handle account inquiries.
• Adhere to compliance standards and documentation.
• Facilitate transfers and complete trades.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Strong communication skills

Organizational skills

Client service skills

Attention to detail

Ability to adapt to technology changes

Education

Bachelor's degree or job-related experience

Job description

RBC Capital Markets, LLC in Stillwater is looking for a Client Associate to support financial advisors and clients effectively. The successful candidate will leverage strong communication and organizational skills to build relationships and adhere to compliance standards in a fast-paced environment.

The position offers a competitive salary ranging from $40,000 to $70,000 depending on the role, experience, and skills. Benefits include comprehensive insurance, a 401(k) program, and professional development opportunities.