Wealth Management Client Associate: Growth & Support

RBC; Shoreview (MN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options (where applicable)

Competitive compensation

Job summary

RBC Wealth Management in Shoreview, MN is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will handle account inquiries, onboarding, documentation, and transfers while maintaining compliance and confidentiality in a fast-paced team environment.

This role emphasizes client-first service, strong communication, and the ability to adapt to a changing tech-enabled workspace.

Qualifications

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Series 7 and 66 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 elevate 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

Verbal and written communication

People skills

Organizational skills

Client service skills

Education

Bachelor’s degree or job-related experience

Series 7 and 66 licenses or willingness to obtain within 12 months

Job description

RBC Wealth Management in Shoreview, MN is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients. You will handle account inquiries, onboarding, documentation, and transfers while maintaining compliance and confidentiality in a fast-paced team environment.

This role emphasizes client-first service, strong communication, and the ability to adapt to a changing tech-enabled workspace.