Wealth Management Client Services Associate

RBC Capital Markets, LLC; Great Falls (MT); On-site; USD 52,000 - 74,000; Full time

Job summary

RBC Wealth Management's Great Falls branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with administrative and operational tasks. You will build relationships, respond to account questions, and help manage and grow business while maintaining compliance and confidentiality.

You will receive training and development opportunities while contributing to a collaborative, client-first culture that values integrity and excellence in service.

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 and mindset to improve advisor efficiency and effectiveness.
• Willingness to obtain Series 7 and 66 licenses (or 63/65) within 12 months of hire.

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 ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Verbal communication

Written communication

Client service

Attention to detail

Adaptability to tech changes

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management's Great Falls branch is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with administrative and operational tasks. You will build relationships, respond to account questions, and help manage and grow business while maintaining compliance and confidentiality.

You will receive training and development opportunities while contributing to a collaborative, client-first culture that values integrity and excellence in service.