Client Associate​/Registered Client Associate - Edina

Client Associate/Registered Client Associate - Edina

Join to apply for the Client Associate/Registered Client Associate - Edina role at RBC

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.

• 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 communicating with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACHs in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

• 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

• Current FINRA registrations
• Financial services experience

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

The good‑faith expected salary range for the Registered Client Associate role is $45,000 – $70,000 and the Client Associate role is $40,000 – $60,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements that comprise our total compensation package, which includes the following: commission sharing eligibility for select roles, a discretionary bonus, a paid time‑off plan, our 401(k) program with company‑matching contributions, and our health, dental, vision, life and disability insurance.

To be considered a Registered Client Associate, you must have an active Series 7 and 66 (or Series 63 and 65) on day one of employment.

• 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

• Address: 7650 EDINBOROUGH WAY:
  
  MINNEAPOLIS
• City:
  Minneapolis
• Country:
  United States of America
• Work hours/week: 19
• Employment Type:
  
  Part time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications: (see note below)

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive…