Wealth Management Client Associate – Licensing Eligible

rbc; Saint Cloud (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

401(k) match

Health and dental

Paid time off

Job summary

RBC Wealth Management is seeking a Client Associate to support financial advisors and clients in a fast-paced, collaborative branch. You will handle account inquiries and documentation, while ensuring compliance and client confidentiality.

The role involves processing transfers, trades, and payments, with opportunities to grow through licensing and performance-based rewards. Located in Saint Cloud, this full-time position offers a comprehensive benefits package and a focus on client-first

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 63/65) or 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 escalate 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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Customer Knowledge

Customer Service

Customer Service Management

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate to support financial advisors and clients in a fast-paced, collaborative branch. You will handle account inquiries and documentation, while ensuring compliance and client confidentiality.

The role involves processing transfers, trades, and payments, with opportunities to grow through licensing and performance-based rewards. Located in Saint Cloud, this full-time position offers a comprehensive benefits package and a focus on client-first