Registered Client Associate/Operations Associate (Edina)
$45k - $70kRBC
What is the opportunity? 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 Registered Client Associate/Operations Associate, become a trusted resource to our clients, advisors and branch. Job Description 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. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. 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 elevate 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 Ability to adapt to a rapidly changing business and technology environment 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 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 above position is $45,000 - $70,000, 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 of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills: Calendar Management, Communication, Computer Literacy, Detail-Oriented, Email Services, Knowledge Organization, Office Administration, Spreadsheet Software, Teamwork, Time Management Additional Job Details Address 7650 EDINBOROUGH WAY:MINNEAPOLIS City Minneapolis Country United States of America Work hours/week 40 Employment Type Full time Platform WEALTH MANAGEMENT Job Type Regular Pay Type Salaried Posted Date 2026-07-20 Application Deadline Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr RBC
$45k - $70k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate/Operations Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeWork at officeFlexible hours- RBC Wealth Management in Minneapolis seeks a Registered Client Associate/Operations Associate to support financial advisors and clients with account questions, inquiries, and documentation in a fast-paced team environment. You will coordinate transfers, trades, and payments...Suggested
$65k - $100k
...Registered Client Service Associate - Wealth Management Location: [Bloomington, MN | Onsite] Compensation: $65,000-$100,000, based on relevant experience... ...Associate to support two advisors and serve as the operational anchor for a collaborative team of financial advisors....Suggested$80k - $100k
...Edina, MN | $80,000–$100,000 + Benefits | Onsite An established independent wealth... ...firm is seeking an experienced Registered Client Service Associate to provide high-level support to Financial... ...follow-up. Partner with Advisors, operations teams, and custodial contacts to...SuggestedLocal area$50k - $63k
...Job Description Job Description Description: The Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision, ensuring smooth operations across a variety of financial processes. This role does not...Suggested$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business...Flexible hours- Gilbert Structural LLC in Edina, MN is seeking a reliable, detail-oriented Operations Specialist for a part-time, temporary assignment with a fixed morning schedule. The role involves processing mail, reviewing checks, entering data, and maintaining security procedures...Temporary workPart timeDay shift
$55k - $75k
...to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the...Full timeWork at officeFlexible hours$50k - $80k
...communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You... ...What do you need to succeed? Must-have ~3+ years of Registered Client Associate experience or related industry experience ~ Series 7 and...Full timeWork at officeFlexible hours- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. You will use administrative and operational skills to help advisors grow their business while maintaining a client-first approach and...
$60k - $75k
...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only... ...boutique wealth management firm based in Edina, Minnesota. We offer comprehensive... ...informed on industry best practices, operational enhancements, and compliance updates...Work at office2 days per week3 days per week- ...administrative professional to support a regional team of Wealth Connect Advisors. You will handle day-to-day sales, processing, and client service tasks, helping advisors focus on engagement and asset growth. Responsibilities include coordinating appointments, routing...Work at office
- ...wealth management firm that helps our clients realize their financial objectives by... ...lifelong financial security. The Operations Associate plays a critical role in delivering a... ...Mutual. Itasca Wealth Advisors is not a registered investment adviser, broker-dealer,...Temporary workWork at officeHome office
- ...Description Job Description Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial... ...environment. Preferred Experience in a fee based Registered Investment Advisory (RIA) firm. Associate’s or Bachelor...Full timeLocal areaImmediate startMonday to Friday
- The JP Morgan Private Bank Client Center Team leads the operation of the firm’s Client Centers around the world. Our Client Centers allow our banking teams to welcome their clients and conduct business in a sophisticated and secure environment. We are responsible for ensuring...Flexible hours
$92.82k - $109.2k
...division of U.S. Bank dedicated to helping clients and families achieve their financial... ...organized, technology-savvy Client Experience Associate to support the National Ascent Servicing... ..., communications, technology platforms, operational governance, and executive support...Full timeWork experience placementLocal area- ...Wealth Management Client Associate Saint Paul, Minnesota To proceed with your application... ...enterprise strategic objectives, operational excellence goals, and client advocacy... ...Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser...Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's...Work at officeLocal area
- ...Crate and Barrel Operations AssociateWe inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate...Work at officeLocal areaFlexible hours
- ...Operations Associate (Part-Time) - Mall of AmericaBloomington, Minnesota, United StatesOverviewThe Operations Associate is critical in the store... ...metrics to support business-driving strategiesResolve client needs quickly & effectively ensuring customer satisfactionIdentify...Full timePart timeWork experience placementLocal areaShift workWeekend work
$35k - $55k
...What is the opportunity? Join RBC Wealth Management as a Complex Operations Associate and help our complex branch offices run efficiently. You will handle cashiering duties and ensure the accuracy of client transactions. You will also interact with employees throughout...Full timeWork at officeFlexible hours$50k - $80k
...the opportunity? Alternative Investments Operations Team Lead I Job Description What is the... ...coaching, and work direction for Operations Associates supporting time sensitive, complex... ...platform. Provide in depth knowledge of the client and field experience, suggesting process...Full timeFlexible hours- ...: Provides supervision of the daily operation of Urogynecology and Gynecologic Oncology... ...clinics at three locations requiring registered nursing expertise, assuring goals and objectives... ...of study in nursing resulting in an associate degree, diploma or baccalaureate degree...Monday to FridayFlexible hoursWeekend workAfternoon shift
$45k - $70k
...Operations Associate IIAs an Operations Associate II, you will play a critical role in ensuring the accuracy, compliance, and integrity of essential... ...will you do?Provide second to none customer service to our clients via email and phone interactionsProcess requests via...Flexible hours$19.8 - $22.9 per hour
...Operations AssociateAs an Operations Associate, you'll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset will...Hourly payPart timeShift workNight shiftWeekend work- ...OperatorWith general supervision or guidance will assemble and/or operate biologics production equipment, such as bioreactors, filtration... ...supplies.Bachelor’s degree in Science or Engineering; or Associate’s degree in science-related area and 1 or more years of relevant...
- ...DSG Capital Advisors is a registered investment advisor managing assets... ...office and high-net-worth clients. We focus on providing... ...seeking an Investment Trader and Operations Specialist to execute trades... ...through Friday In-office (Edina, MN) Exempt position Benefits...Full timeWork at officeMonday to Friday
$19.8 - $22.9 per hour
...Part Time Position Type: Regular Your Role at Sephora: As an Operations Associate , you’ll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work- A law firm in Minneapolis seeks an associate to join its Private Client group. The ideal candidate will have 1-3 years of experience in advanced estate, gift, and GST tax planning for high net worth individuals, including document drafting and trust and estate administration...
$100k - $150k
...Northwestern Mutual Private Client Group practice, is growing and... ...leader to serve as our Business Operations Manager. Our team supports... ...position based in our Edina, MN office. Salary range is $... ...Generational Wealth Advisors is not a registered investment adviser, broker-...Full timePrivate practiceWork at officeShift work
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