Client Associate/Registered Client Associate - Minneapolis
Royal Bank of Canada
Client Associate/Registered Client Associate
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.
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 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
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Client Associate/Registered Client Associate - Minneapolis in Minneapolis, MN vacancy
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...registrations Financial services experience 250 NICOLLET MALL: MINNEAPOLIS City: Minneapolis Country: United States of America...SuggestedFull time
$45k - $70k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...Additional Job Details: Address: 7650 EDINBOROUGH WAY:MINNEAPOLIS City: Minneapolis Country: United States of America Work...SuggestedFull timeFlexible hours$80k - $100k
...independent wealth-management firm is seeking an experienced Registered Client Service Associate to provide high-level support to Financial Advisors and... ...-management skills. Ability to work onsite in the Minneapolis-Bloomington area. Preferred Qualifications Experience...SuggestedLocal area$45k - $70k
...Client Associate/Registered Client Associate 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...SuggestedFlexible 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... ...earlier due to high volume of applicants.SummaryLocation: Minneapolis, MNType: Full timeSuggestedFull timeWork experience placementLocal area$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 hoursRoyal Bank of Canada
Shoreview, MNmore than 2 months ago- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
Wayzata, MN1 day ago $55k - $75k
...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 preparation of reports and other materials for client...Full timeWork at officeFlexible hoursUBS
Wayzata, MN4 days ago- ...Client Services Associate / Travel Minneapolis, Minnesota, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel...Remote workFlexible hours
- ...Job Description Job Description Role Summary The Client Service Associate (CSA) provides operational and client service support across... ...environment. Preferred Experience in a fee based Registered Investment Advisory (RIA) firm. Associate’s or Bachelor...Full timeLocal areaImmediate startMonday to Friday
Stevens Foster Financial Advisors
Minneapolis, MN10 days ago - 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
$45k - $70k
...RBC Wealth Management in Shoreview, MN seeks a Client Associate/Registered Client Associate to support financial advisors and clients with account questions, documentation, transfers, and compliance in a fast-paced team environment. You will build relationships, assist...RBC Capital Markets, LLC
Shoreview, MN1 day ago- ...Wealth Management Client Associate Wayzata, Minnesota To proceed with your application, you must be at least 18 years of age. Acknowledge... ...of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Wayzata, MN19 hours ago $90k
...advocacy, cutting-edge technology, streamlined systems, and a client-first approach so our attorneys can focus on what matters most... ...cover letter to ****@*****.*** with the subject line: Minneapolis Attorney Compensation: $90,000 - $130,000 DOE...InternshipRemote workMartine Law
Minneapolis, MN8 days ago$135k - $165k
...value new ideas and deliver meaningful client solutions, supported by a culture that embraces... ...in the California, Chicago, Denver, Minneapolis, New York, and Washington, DC markets... ...accommodation on a case-by-case basis.E-Verify is a registered trademark of the U.S. Department of...Full timeFor contractorsWork at officeImmediate startRemote workWorldwideFlexible hoursNorton Rose Fulbright
Minneapolis, MN17 hours ago$38.1k - $57k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other...Work at officeFlexible hours$15 - $20 per hour
...Client Success Sales Associate Change lives and have fun doing so! Do you have a zest for life and for fitness? For being on the front lines of changing lives? For working in the details to help people achieve success? If you're nodding and smiling and all but shouting...Part timeShift work$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 wealth management services that seamlessly integrate life planning with financial planning...Work at office2 days per week3 days per week- ...Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to...Full timeWork at officeMonday to Friday
$50k - $55k
...industry? Berger Financial Group is seeking a detail-oriented and dedicated individual to join our Central Services Team as a Client Services Associate. This role will offer you a unique opportunity to be a part of our ever-evolving financial firm as well as the ability to...Monday to Friday- ...Description Job Description Description: We’re looking for a Client Services Associate to join our mobile clinic team — someone who’s... ...dogs across Minnesota through our mobile clinic and North Minneapolis stationary clinic. Since 2010, we’ve performed more than 2...Shift workAfternoon shift
$24.18 - $32.21 per hour
...Job DescriptionProvides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors.... ...ensure timely, consistent service delivery.Basic Qualifications- Associate degree, or equivalent work experience- Five or more years of...Full timeWork experience placementWork at officeLocal area- ...proactive device monitoring, incident resolution, firmware configuration, and workflow support while serving as an advocate for the client. Join Xerox and help deliver a consistent, responsive technology experience. Competitive hourly compensation with overtime...Hourly payWork at officeLocal areaRemote work
- ...Client Services Support Associate An employer is seeking a highly skilled client services support associate to join one of our largest national banking and financial services clients for a hybrid contract-to-hire opportunity. In this role you'll join a growing team...Contract work
$25 - $44 per hour
...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading provider of comprehensive wealth management and... ....Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship...Hourly paySeasonal workWork at officeWork from homeDay shiftBank of America
Wayzata, MN17 hours ago$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shiftMinnesota Jobs
Saint Paul, MN3 days ago$17.5 per hour
...Merchandise, Inbound (Stocking) (T3200)Applylocations: 1329 5th St SE, Minneapolis,MN 55414-1390time type: Variableposted on: Posted Yesterdayjob... ...a few more basics that we expect:** * Accurately handle cash register operations* Climb up and down ladders* Scan, handle and move...Hourly paySeasonal workMonday to FridayFlexible hoursNight shiftWeekend workRoundel
Minneapolis, MN3 days ago$17 per hour
...commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Hourly payPart timeWeekend workAfternoon shift$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work; think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate/Registered Client Associate - Minneapolis. Be the first to apply!
Related searches