Client Associate/Registered Client Associate - Stillwater, MN

Royal Bank of Canada • Stillwater, MN

414d

About The Position

As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients by utilizing your administrative and operational skills. This position emphasizes a client-first approach, ensuring compliance with standards while managing account inquiries, onboarding new accounts, and facilitating transactions. The role offers opportunities for career growth through training and development resources.

Requirements

• 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

Nice To Haves

• Current FINRA registrations
• Financial services experience

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

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation
• Commissions and stock where applicable
• Support for development through coaching and managing opportunities
• Flexible work/life balance options
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree