Wealth Management Client Associate — Advisor Support
Listed on 2026-10-08
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
RBC Wealth Management in Green Bay, WI is seeking a Client Associate/Registered Client Associate to support our advisors and clients. You will handle account questions, onboarding, documentation, and routine operations with a client-first approach.
Join a collaborative team where training is provided and licenses may be pursued within 12 months. You will coordinate transfers, trades, checks, wires, and ACHs while upholding compliance and confidentiality.
We are currently recruiting a Wealth Management Client Associate — Advisor Support for our team in Green Bay, WI, United States.
The position is based in Green Bay, WI, United States.
This opportunity is part of our work in Finance, Human Resources.
The advertised compensation is 50.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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