Client Associate

3 weeks ago

Minneapolis, Minnesota, United States RBC Full time

Job Summary

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/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.

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 impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

250 NICOLLET MALL: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:


Application Deadline:


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.

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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

  • Client Associate

    4 weeks ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Relationship Associate

    7 days ago

    Minneapolis, Minnesota, United States Disciplined Growth Investors Full time

    Disciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Its principal office and place of business is located at 150 South Fifth Street, Suite 2550, Minneapolis, MN DGI was founded in February 1997. All DGI employees will maintain an ethical...

  • Client Success Associate

    7 days ago

    Minneapolis, Minnesota, United States Element Fleet Corporation Full time

    Get started on an exciting career at ElementElement employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.What We NeedWe...

  • Client Success Associate

    1 week ago

    Minneapolis, Minnesota, United States Element Fleet Corporation Full time

    Get started on an exciting career at ElementElement employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.What We NeedWe...

  • Associate, Client Program Rates

    7 days ago

    Minneapolis, Minnesota, United States Element Fleet Corporation Full time

    Get started on an exciting career at ElementElement employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team.What We NeedWe...

  • Client Services

    7 days ago

    Minneapolis, Minnesota, United States Paladin Technologies Full time

    The Client Services & Dispatch Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians,...

  • Client Services Correspondence Representative

    2 months ago

    Minneapolis, Minnesota, United States Radius Global Solutions Full time

    Client Services Correspondence RepresentativeFull TimeSUPPORTJacksonville, FL, USRamsey, NJ, USRequisition ID: 2524 Radius Global Solutions is a leading provider of integrated omnichannel customer engagement services and technology.Our executive team has been together since 1995 and continues to expand and advance the company's capabilities. We have 4,000+...

  • Client Relationship Manager

    1 week ago

    Minneapolis, Minnesota, United States Cognizant Technology Solutions Full time

    Client Relationship Manager - ManufacturingLocation: Minneapolis, MNAbout CognizantCognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies...

  • Client Relationship Manager

    7 days ago

    Minneapolis, Minnesota, United States Cognizant Technology Solutions Full time

    Client Relationship Manager - ManufacturingLocation: Minneapolis, MNAbout CognizantCognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies...

  • Client Transaction Manager I

    7 days ago

    Minneapolis, Minnesota, United States Aleron Full time

    Description Acara Solutions is seeking a Client Transaction Manager I for our client, a Fortune 500 Bank in Minneapolis, MN We are seeking qualified candidates with:Experience managing client relationships in the Corporate Trust/Agency industryA background in transaction management or account administration Here's what you'll do:Monitor relevant...

  • Senior Client Technology Engineer

    7 days ago

    Minneapolis, Minnesota, United States Sun Country Airlines Full time

    JOB SUMMARYThe Senior Client Technology Engineer is responsible for the strategic lifecycle plan for all client technology and for providing expertise, guidance, and support for all user-facing technology. This position is accountable for the entire experience and satisfaction of all hardware and operating systems across the organization. These technologies...

  • Program Associate Video

    2 days ago

    Minneapolis, Minnesota, United States firstname Full time

    About Us{{firstname}} believes in #NoColdAsks. Through our combination of video, sophisticated paid and organic outreach, and journey-based constituent engagement, the {{firstname}} team works with nonprofit organizations to better engage supporters and increase fundraising, activism, higher education admission and enrollment, and overall participation in...

  • Client Solutions Specialist II

    7 days ago

    Minneapolis, Minnesota, United States Cox Full time

    A Client Solutions Specialist II functions as a member of the Manheim Express team for a designated geographical territory. Primary responsibilities of the role include providing accurate and complete documentation of overall vehicle condition within the parameters of a Manheim Express Inspection and driving incremental business growth within their assigned...

  • 2025 Summer Associate

    2 weeks ago

    Minneapolis, Minnesota, United States Fredrikson & Byron Full time

    Fredrikson's summer associate program is designed to give you a good sense of what it is like to practice law at Fredrikson & Byron, P.A., while also giving you the opportunity to meet people at the firm, hone your skills, and enjoy the summer.We do not limit you to a rigid rotation; through our project portal, summer associates can choose to work on...

  • Client Engineer

    2 weeks ago

    Minneapolis, Minnesota, United States Jamf Full time

    At Jamf, people are at the core of everything we do. We do what's right for our customers, our employees, our communities and our world. We take pride in simplifying technology for tens of thousands of customers around the globe and helping organizations succeed with Apple.Jamf offers remote and hybrid positions. Depending upon the role, work in the office,...

  • Associate I, FCSS

    2 weeks ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The primary purpose for this position is to provide field- and client-facing customer service and support. The Associate will assist and provide accurate information to clients and field users and will keep diligent records of all interactions. They will need to maintain queue and hold time standards. The...

  • FCSS Associate I

    1 day ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The primary purpose for this position is to provide field- and client-facing customer service and support. The Associate will assist and provide accurate information to clients and field users and will keep diligent records of all interactions. They will need to maintain queue and hold time standards. The...

  • Associate I, FCSS

    7 days ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?The primary purpose for this position is to provide field- and client-facing customer service and support. The Associate will assist and provide accurate information to clients and field users and will keep diligent records of all interactions. They will need to maintain queue and hold time standards. The...

  • FCSS Associate I

    1 day ago

    Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?The primary purpose for this position is to provide field- and client-facing customer service and support. The Associate will assist and provide accurate information to clients and field users and will keep diligent records of all interactions. They will need to maintain queue and hold time standards. The...

  • Energy Regulatory Associate

    2 months ago

    Minneapolis, Minnesota, United States Fredrikson & Byron Full time

    Fredrikson & Byron is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. We are seeking an Energy Regulatory Associate to join our Energy Department in our Minneapolis or Madison offices. This associate will assist with research, drafting memos, motion practice, and due...