Wealth Management Client Services Specialist

RBC; Pleasant Valley Township (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Total rewards program

Career development opportunities

Flexible work options

Job summary

RBC Wealth Management in Bettendorf, USA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, handle inquiries, and maintain account records with a client-first approach in a fast-paced, collaborative environment.

On this team, you will onboard new accounts, process documentation, and implement technology changes while adhering to compliance standards and preparing correspondence for clients.

Qualifications

• Bachelor’s degree or related experience required.
• Strong communication and client service skills expected.
• Series 7/66 licenses or willingness to obtain 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 advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining necessary documentation and communicate with clients about items needed.
• Facilitate transfer of funds and securities, complete trades, and process checks, wires and ACHs promptly.
• Maintain confidentiality per RBC’s Code of Conduct.

Skills

Communication skills

Client service

Attention to detail

Organization

Education

Bachelor’s degree or job-related experience

Series 7/66 licenses

Job description

RBC Wealth Management in Bettendorf, USA is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will build relationships, handle inquiries, and maintain account records with a client-first approach in a fast-paced, collaborative environment.

On this team, you will onboard new accounts, process documentation, and implement technology changes while adhering to compliance standards and preparing correspondence for clients.