Client Associate
About the role
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business.
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 communicating 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.
Requirements
- Must-have 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.
Qualifications
- Current FINRA registrations.
- Financial services experience.
Skills
- Customer Service.
- Data Entry.
- Data Gathering Analysis.
- Desktop Tools.
- Group Problem Solving.
- Interpersonal Relationships.
- Knowledge Organization.
- Teamwork.
- Time Management.
- Word Processing Software.
Benefits
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities. Opportunities to make a difference and lasting impact. Opportunities to take on progressively greater accountabilities. Opportunities to do challenging work. Opportunities to work in a dynamic, collaborative, progressive, and high-performing team.
Pay
The good-faith expected salary range for the Client Associate position is $40,000 - $60,000 and the Registered Client Associate position is $45,000 - $70,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Schedule
Work hours/week: 40
Additional Job Details
- Address: 250 NICOLLET MALL:MINNEAPOLIS
- City: Minneapolis
- Country: United States of America
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-01-12
- Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
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Find Out More
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.