Client Associate
2 weeks ago
Job SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) .
As a Senior Client Associate/Senior Registered Client Associate, you will be responsible for fielding client inquiries, providing administrative support, assisting with marketing efforts, and managing daily workflow tasks. Social Media experience is a plus Strong organizational skills, attention to detail, and the ability to provide high-level client support are essential for this role.
This role has opportunity for growth to assist the Financial Advisor in managing the team's roles and responsibilities. Don't miss out on this chance to join a top Financial Advisor at RBC in Indiana 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? Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.
Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes. Provide a high level of service to clients by understanding needs their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs. Research and review investments to meet clients' investment goals.
Enter trades, open new accounts and gather assetsResearch complex problems in accounts and deliver an effective and acceptable resolution. Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring. What do you need to succeed?
Must-have5+ years of Registered Client Associate experience or related industry experienceSeries 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FAAdvanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulationsComputer proficiencyStrong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environmentNice-to-haveBachelor's degreeSalesforce experienceKnowledge of Money Guide Pro planning softwareWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities Access to a variety of job opportunities across businessJob SkillsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job DetailsAddress:641 LAKE STREET EAST:WAYZATACity:WayzataCountry:United States of AmericaWork hours/week:40Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date: Application Deadline: Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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
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