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Client Associate / Registered Client Associate - Minnetonka, MN

Company: RBC
Location: Minnetonka
Posted on: January 9, 2022

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 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.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-haveBachelor's degree or job-related experienceStrong soft skills including verbal and written communication, 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) licenses or the willingness to get licensed within 12 months of hireAbility to adapt to a rapidly changing business and technology environmentNice-to-haveCurrent FINRA registrationsFinancial services experienceWhat'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 development A dynamic, collaborative, and high-performing team Opportunities to do challenging work and grow your career Work-life integrationPositive work culture emphasizing diversity and inclusion, volunteerism and community involvement WMUSJOB SUMMARYCity: MinnetonkaAddress: 601 Carlson Pkwy Suite 500Work Hours/Week: 40Work Environment: BranchEmployment Type: Regular - U.S.Career Level: Experienced Hire/ProfessionalPay Type: HourlyPosition Level: PL12 Required Travel(%): 0-25Exempt/Non-Exempt: Non-ExemptPeople Manager: NoApplication Deadline: 01/15/2022Req ID: 409356

Keywords: RBC, Minnetonka , Client Associate / Registered Client Associate - Minnetonka, MN, Other , Minnetonka, Minnesota

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