Client Associate/Registered Client Associate

2 weeks ago

Saint Cloud, Minnesota, United States Royal Bank of Canada 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:

1015 WEST SAINT GERMAIN STREET:ST. CLOUD

City:

St. Cloud

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 Service Coordinator

    4 days ago

    Saint Paul, Minnesota, United States AccentCare Full time

    OverviewWhy You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

  • Client Service Coordinator

    4 weeks ago

    Saint Paul, Minnesota, United States AccentCare Full time

    OverviewWhy You'll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...

  • Senior Financial Associate

    4 weeks ago

    Saint Paul, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionIf selected for this opportunity, you will be awarded a one-time signing bonus that will be payable on your first payroll date after your start date. Specific details will be disclosed in an offer of employment.What is the opportunity?As a Senior Financial Associate, you will be a key member of a large producing team and will be...

  • Registered Architect, Civic

    1 week ago

    Saint Paul, Minnesota, United States TKDA Full time

    Our employee-owned and multi-disciplined team of design and engineering professionals is looking for a Project Architect with progressive experience designing and managing a variety of civic / government facilities. As a member of our team, you will contribute to and lead the design efforts for a variety of civic / government projects including public works...

  • Registered Architect, Civic

    4 weeks ago

    Saint Paul, Minnesota, United States TKDA Full time

    Our employee-owned and multi-disciplined team of design and engineering professionals is looking for a Project Architect with progressive experience designing and managing a variety of civic / government facilities. As a member of our team, you will contribute to and lead the design efforts for a variety of civic / government projects including public works...

  • Contact Center Associate/Apheresis Tele-Recruiter, Enterprise

    5 days ago

    Saint Paul, Minnesota, United States Innovative Blood Resources Full time

    Contact Center Associate/Apheresis Tele-Recruiter, EnterpriseJob LocationsUS-MN-St. PaulID CategoryHidden Work Location TypeRemoteTypeRegular Full-TimeOverviewMemorial Blood Centers (MBC.ORG), a division of Innovative Blood Resources ), has been saving and sustaining lives since 1948. We supply blood and blood components, state-of-the-art laboratory...

  • Phlebotomist-St. Cloud

    3 weeks ago

    Saint Cloud, Minnesota, United States Labcorp Full time

    At LabCorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate about helping people and have a drive for service, then LabCorp could be a great next career stepWe are currently seeking a Phlebotomist to work in either a...

  • Psychology Psychology Job with CentraCare in St. Cloud, MN

    4 weeks ago

    Saint Cloud, Minnesota, United States CentraCare Full time

    Be part of our Behavioral Health Team providing diagnostic assessment and treatment services for patients with eating disorders. New Partial Hospitalization Program in development.Work collaboratively with psychologists and psychotherapists, physicians & APPs, dietitians, and nursing in a "Team Based Care Model"Provide diagnostic, psychological, or...

  • Air Conditioning Equipment Mechanic

    4 weeks ago

    Saint Cloud, Minnesota, United States Department Of Veterans Affairs Full time

    Summary This position serves as an Air Conditioning Equipment Mechanic within the Facilities Management Department, Maintenance and Operations Section at the VA Health Care Center St. Cloud, MN. The candidate is responsible for performing maintenance and repair to air conditioning units, air handling units, walk-in coolers, ice making machines, refrigerated...

  • Commercial Construction Superintendent

    2 weeks ago

    Saint Cloud, Minnesota, United States gpac Full time

    One of the Midwest's top General Contractors is looking for outstanding Superintendents to join their team. This is an excellent opportunity to grow your career and build in multiple sectors. Applicants should be self-motivated, excellent motivators, and understand all construction trades. This is a full-time, year-round employment opportunity that provides...

  • Program Support Assistant

    3 weeks ago

    Saint Cloud, Minnesota, United States Department Of Veterans Affairs Full time

    Summary The incumbent develops, coordinates, and maintains the Hospital Housekeeping Training Program, in association with the Chief of Environmental Management Service (EMS), that emphasizes the training of environmental management staff and ensuring safety compliance at the St. Cloud VA Health Care System. Duties Major duties include, but are not limited...

  • Family Practice Full-Time position in Saint Cloud, Minnesota

    3 weeks ago

    Saint Cloud, Minnesota, United States Prime Physicians Full time

    - Primary Worksite Name: St Cloud VA Health Care- Primary Worksite City: St Cloud- Primary Worksite State: MN- Worksite Type: Government; VA Health Care- Start Date: 6/1/2024- Work Schedule: Mon - Thursday 4p-8am and Friday - Mon 4pm-8am 7 on/7 off required or Week on two weeks off- Staff Information: Staffed with mid level support- Patient Information:...

  • Director of Sales and Marketing

    2 weeks ago

    Saint Paul, Minnesota, United States Sheraton St. Paul Woodbury Hotel Full time

    Be a part of the outstanding team at the Sheraton Woodbury St Paul. The Sheraton Woodbury is seeking an experienced and energetic individual to fill the position of Director of Sales and Marketing. The ideal candidate will implement strategies and a business plan to develop a customer base and create new relationships. The DOSM will work closely with the...

  • registered nurse

    4 weeks ago

    Saint Paul, Minnesota, United States BrightSpring Health Services Full time

    REGISTERED NURSE -MENTAL HEALTH - $5000 HIRING BONUSJob LocationsUS-MN-SAINT PAULID Line of BusinessSpringPath Mental Health ServicesPosition TypeFull-TimeOur CompanySpringPath Mental Health ServicesOverviewJoin a team of passionate and caring clinicians who make a difference in people's lives. Our nursing group focuses on compassion and meeting the needs of...

  • Director of Sales and Marketing

    2 days ago

    Saint Paul, Minnesota, United States Crescent Hotels & Resorts Full time

    Be a part of the outstanding team at the Sheraton Woodbury St Paul. The Sheraton Woodbury is seeking an experienced and energetic individual to fill the position of Director of Sales and Marketing. The ideal candidate will implement strategies and a business plan to develop a customer base and create new relationships. The DOSM will work closely with the...

  • Children's Mental Health Case Manager

    2 weeks ago

    Saint Paul, Minnesota, United States CLUES Full time

    POSITION SUMMARYCLUES' Certified Community Behavioral Health Clinic (CCBHC), Abriendo Caminos, will be providing immediate access to supportive, high-quality, culturally-responsive and integrated Behavioral Health services and pathways to wellness for Latinx Communities, regardless of insurance status or ability to pay. The CCBHC model provides CLUES with a...

  • Sales Coordinator

    4 weeks ago

    Saint Paul, Minnesota, United States Sheraton St. Paul Woodbury Hotel Full time

    ESSENTIAL JOB FUNCTIONS:Prepares all event documentation and coordinates with sales, hotel departments and customer to ensure consistent, high level service throughout pre-event, event and post event phases.Recognizes opportunities to maximize revenue opportunities by up-selling and offering enhancements to create outstanding events.Acts as liaison between...

  • Travel Nurse

    3 weeks ago

    Saint Paul, Minnesota, United States BluePipes Full time

    Standard Healthcare is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Bristol, TN. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2142 / Week Medical SurgicalWe are seeking a Registered Nurse to join our team for a 13 week Rapid Response Travel contractRequirements A current Registered Nursing...

  • Server (AM) - Restaurant

    4 weeks ago

    Saint Paul, Minnesota, United States Sheraton St. Paul Woodbury Hotel Full time

    JOB OVERVIEW: Greet and serve the guests according to standards.ESSENTIAL JOB FUNCTIONS:1. Take and serve guest orders promptly and according to service manual.2. Do all necessary set-up sidework as assigned.3. Answer any guest questions about the menu.4. Operate the electronic cash register/P.O.S. system (where applicable).5. Check food before serving it to...

  • AM Server

    4 weeks ago

    Saint Paul, Minnesota, United States Crescent Hotels & Resorts Full time

    JOB OVERVIEW: Greet and serve the guests according to standards.ESSENTIAL JOB FUNCTIONS:1. Take and serve guest orders promptly and according to service manual.2. Do all necessary set-up sidework as assigned.3. Answer any guest questions about the menu.4. Operate the electronic cash register/P.O.S. system (where applicable).5. Check food before serving it to...