Part-Time Client Associate

RBC • Omaha, NE

1d • Onsite

About The Position

This is a part-time Client Associate position within Wealth Management at RBC. The role focuses on building and maintaining client relationships, handling account inquiries, processing transactions, and ensuring compliance with documentation standards. The associate will also be responsible for maintaining confidentiality according to RBC's Code of Conduct.

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

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• Stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Flexible work/life balance options

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: Associate degree