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Wealth Management Client Associate Impact
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-01-08
Listing for:
RBC Capital Markets, LLC
Full Time
position Listed on 2026-01-08
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading wealth management firm in Green Bay seeks a Client Associate to support financial advisors and clients. This role requires an understanding of client needs, maintaining compliance standards, and facilitating account operations. Candidates should possess a Bachelor's degree or relevant experience, strong communication skills, and the willingness to obtain necessary licenses. The firm offers competitive rewards and opportunities for professional growth in a collaborative environment.
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Position Requirements
10+ Years
work experience
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