Wealth Management Client Associate: Relationship Builder

RBC Capital Markets, LLC; Chicago (IL); On-site; USD 50,000 - 77,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Stock options where applicable

Coaching and development

Work-life balance

Opportunities for growth

Job summary

RBC Wealth Management in Chicago seeks a Client Associate/Registered Client Associate to be a trusted resource to clients, advisors and the branch. You will apply your administrative and operational skills to help advisors manage and grow their business in a fast-paced, professional environment.

You will ensure compliance, onboard new accounts, process and maintain records, implement technology changes and prepare correspondence, while maintaining confidentiality and delivering client-focused

Qualifications

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) 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

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management in Chicago seeks a Client Associate/Registered Client Associate to be a trusted resource to clients, advisors and the branch. You will apply your administrative and operational skills to help advisors manage and grow their business in a fast-paced, professional environment.

You will ensure compliance, onboard new accounts, process and maintain records, implement technology changes and prepare correspondence, while maintaining confidentiality and delivering client-focused