Wealth Management: Client Services & Ops Associate

Royal Bank of Canada; Minneapolis (MN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Bonuses

Stock options

Commissions

Flexible benefits

401(k) with company matching

Health, dental, vision, life and short

Paid time-off

Job summary

Royal Bank of Canada Wealth Management in Minneapolis is seeking a Registered Client Associate/Operations Associate to support financial advisors and clients. You will enhance client service, handle account inquiries, and ensure compliance while processing trades, transfers and documentation in a fast-paced environment.

The role emphasizes client-first service, ongoing training, and growth opportunities within a collaborative team.

Qualifications

• Bachelor's degree or job-related experience.
• Series 7 and 66 (or 63/65) licenses.
• 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

Calendar Management

Communication

Computer Literacy

Detail-Oriented

Email Services

Knowledge Organization

Office Administration

Spreadsheet Software

Teamwork

Time Management

Education

Bachelor's degree or job-related experience

Job description

Royal Bank of Canada Wealth Management in Minneapolis is seeking a Registered Client Associate/Operations Associate to support financial advisors and clients. You will enhance client service, handle account inquiries, and ensure compliance while processing trades, transfers and documentation in a fast-paced environment.

The role emphasizes client-first service, ongoing training, and growth opportunities within a collaborative team.