Part-Time Client Associate

Job Title

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-have

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

Nice-to-have

Current FINRA registrations

Financial services experience

What'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 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

Job Skills

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

Additional Job Details

Address: 12910 PIERCE STREET:

OMAHA

City:
Omaha

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:

Note:

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