Client Associate Senior Client

RBC • Sturgeon Bay, WI • 2w ago

JOB REQUIREMENTS: Job Description What is the opportunity? Embrace RBC
Wealth Management\'s core values and inclusive culture as an integral
part of our branch serving financial advisors and our clients. As a
Client Associate/Senior Client Associate, 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.
Demonstrate a client first approach as you meet compliance standards,
research and resolve problems, onboard new accounts, process and
maintain account records, implement technology changes and prepare
correspondence in a fast paced, professional and collaborative
environment. At RBC Wealth Management, your career progression matters
to us. We offer training, development and learning resources so you
continue to grow your career in a way that matters to you. What will you
do? 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. What do you need to succeed?
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 Ability to adapt to a rapidly changing
business and technology environment Nice-to-have Current FINRA
registrations Financial services experience What\'s in it for you? We
thrive on the challenge to be our best, progressive thinking to keep
growing, and working together to deliver trusted advice to help our
clients thrive and communities prosper. We care about each other,
reaching our potential, making a difference to our communities, and
achieving success that is mutual. 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 Ability to make
a difference and lasting... For full info follow application link. RBC
is an equal opportunity employer committed to diversity and inclusion.
We are pleased to consider all qualified applicants for employment
without regard to race, color, religion, sex, sexual orientation, gender
identity, national origin, age, disability, protected veterans status or
any other legally-protected factors. *** APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/CDF649CBEA2A49EC

RBC

Go to Apply

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