Client Associate
Listed on 2026-01-12
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Finance & Banking
Financial Consultant, Financial Sales, Business Administration, Accounting & Finance -
Sales
Financial Sales, Business Administration
Company Description
RBC Wealth Management Financial Services Inc. is a leading provider of insurance solutions in Canadian wealth management, combining financial expertise with client‑focused advice. The organization is integrated with Canada’s most comprehensive wealth management network and is supported by a team of over 100 highly qualified professionals. With over $57 billion in insurance estate benefit coverage and $1 billion in segregated fund assets under management, the company is committed to delivering exceptional insurance advice and service.
RBC Wealth Management is built on collaboration, accountability, and diligence, ensuring clients receive tailored solutions that align with their wealth management goals.
This is a full‑time on‑site role for a Client Associate at our Leawood, KS location. The Client Associate will provide exceptional client service and administrative support to advisors and clients, assist with financial transactions, and maintain accurate client records. The role includes proactive communication with clients, ensuring timely responses to inquiries, and supporting advisory teams in business development activities. The individual will also help coordinate and execute sales and marketing initiatives in alignment with company goals.
Qualifications- Strong client services and communication skills to foster positive client relationships and address client needs effectively.
- Exceptional analytical skills for accurate processing of financial data and identifying client needs.
- Background in finance to understand wealth management products and assist in financial planning activities.
- Proficiency in sales, with the ability to support business development and contribute to achieving company objectives.
- Detail‑oriented with strong organizational skills and the ability to handle multiple tasks efficiently.
- Bachelor’s degree in finance, business administration, or a related field preferred.
- Professional demeanor, a proactive approach, and a dedication to client success.
Entry level
Employment TypeFull‑time
Job FunctionFinance and Sales
Location and SalaryOlathe, KS | $90,000 – $110,000
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