Wealth Management Client Associate — Growth & Training

RBC; Minneapolis (MN); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Total rewards

Coaching & growth

Make a difference

Collaborative team

Challenging work

Client relationships

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. You will use administrative and operational skills to help advisors grow their business while maintaining a client-first approach and strict compliance.

The role offers training and development resources, opportunities to handle account inquiries, onboard new accounts, and prepare client correspondence in a fast-paced, collaborative environment.

Qualifications

• 2+ years of customer service experience in a full-time role

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 escalate to advisors when appropriate
• Adhere to compliance standards by obtaining and maintaining account documentation
• Facilitate transfer of funds and securities, complete trades, and process checks, wires and ACHs
• Maintain confidentiality in accordance with RBC’s Code of Conduct

Skills

Customer service

Verbal & written communication

Attention to detail

Adaptability

Team collaboration

Series 7/66 licenses

Education

Bachelor’s degree or job-related experience

Tools

FINRA licenses

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. You will use administrative and operational skills to help advisors grow their business while maintaining a client-first approach and strict compliance.

The role offers training and development resources, opportunities to handle account inquiries, onboard new accounts, and prepare client correspondence in a fast-paced, collaborative environment.