Job Summary

Job Description

What is the opportunity?

Embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors and our clients.  As a Registered 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.

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

Strong verbal and written communicationExcellent people, organizational, and client service skillsAttention to detail coupled with the mindset of how you can make advisors more efficient and effectiveSeries 7 and 66 (or 63/65) licensesAbility to adapt to a rapidly changing business and technology environment
 

Nice-to-have

Bachelor’s degree or job-related experienceCurrent FINRA registrationsFinancial 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 great benefits, annual incentive program and recognitionLeaders who support your developmentA dynamic, collaborative, and high-performing teamOpportunities to do challenging work and grow your careerWork-life integrationPositive work culture emphasizing diversity and inclusion, volunteerism and community involvement

WMUS

Job Skills

Additional Job Details

Address:

7650 EDINBOROUGH WAY:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-25

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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.