Client Associate
$40k - $60kRBC Capital Markets, LLC
Job Description 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 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 escape 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 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 Client Associate position is $40,000 - $60,000 and the Registered Client Associate 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 Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address:
250 NICOLLET MALL: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: 2026-01-12 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 Capital Markets, LLC$92.82k - $109.2k
...-worth wealth management division of U.S. Bank dedicated to helping clients and families achieve their financial goalsAscent is seeking a highly organized, technology-savvy Client Experience Associate to support the National Ascent Servicing & Administration organization...SuggestedFull timeWork experience placementLocal area- ...Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: * provide a best-in-class client experience through active communication, exceptional attention to detail, and quick...SuggestedWork at officeFlexible hours
$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....SuggestedHourly paySeasonal 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...SuggestedWork at officeLocal area
- ...Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Job Description Job Description Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial Planning, Tax, and Investment teams. This role ensures account activity, tax workflows, money movement, and client communications...Full timeLocal areaImmediate startMonday to Friday
- ...We’re looking for a Client Services Associate to join our mobile clinic team — someone who’s compassionate, detail-oriented and excited to make a difference in the lives of pets and their people. As a Client Services Associate, you’ll be a key member of our mobile clinic...Full timeShift workAfternoon shift
$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...$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$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$50.29k - $67k
...Description Provides sales, operational, administrative, and client service support to a regional team of Wealth Connect Advisors.... ...timely, consistent service delivery. Basic Qualifications - Associate degree, or equivalent work experience - Five or more years of...Full timeTemporary workWork experience placementWork at officeLocal area- ...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
$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...Full timeWork at officeFlexible hours- ...You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business... ...to improve efficiency and effectiveness in deliverin Client Associate, Client Service, Service Manager, Associate, Client Relations,...
$75k - $95k
...Client Associate (Wealth Management)Location: Carlson Towers, Minnetonka, MNType: Hybrid, FlexibleExperience: 4+ years of Wealth Management ExperienceSchedule: Open to flexibility based on mutual fitPay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours...Flexible hours$54.4k - $74.8k
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA)...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...Join our team as a Client Operations Associate and become the backbone of our sales operations. You'll handle a wide range of tasks from processing sales orders and invoices to managing returns. Your attention to detail will shine as you calculate freight costs and coordinate...Full timeSummer workCasual workWork at officeRemote workWeekend work
$75k - $95k
...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management Experience Schedule: Open to flexibility based on mutual fit Pay Range: $75,000-$95,000 Annual Salary Equivalent...Flexible hours$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$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...Full timeWork at officeFlexible hours- ..., relationship-driven professional who thrives in a high-touch client service environment — someone who takes genuine pride in making... ...paraplanner or advisor position.* About the Role As a Client Service Associate, you'll be at the heart of the client experience for a well-...Work at office
- ...Position Description Title: Client Service Associate Reports to: Client Service Manager Benefits: Yes Location: Minnetonka, MN Status: Full time About The Advocate Group The Advocate Group is a planning-centric wealth management firm that provides financial...Full timeInternshipFlexible hours
- Client Services Associate (Part-Time, On-Site) As one of America’s pioneering financial services firms, HJ Sims is committed to helping individuals and organizations meet the financial challenges of today and tomorrow. Building on a long tradition of loyalty, teamwork,...Full timePart timeWork at officeLocal area
$55k - $65k
...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...take the next step in your financial services career? Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services...Full timePart timePrivate practiceWork at officeFlexible hours2 days per week3 days per week$34.32k - $90k
A reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors. The ideal candidate should hold at least a high school diploma and Series 7 and 66 licenses, with...$75k - $100k
CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates...- ...professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings. The role requires a...Work at office
- ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and...Work from homeFlexible hours
$50k - $80k
...and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will... ...need to succeed? Must-have ~3+ years of Registered Client Associate experience or related industry experience ~ Series 7 and 66 (...Full timeWork at officeFlexible hours- DescriptionOur client is seeking an associate to work closely with senior associates and partners, providing critical tax counsel to project developers, lenders, and investors on cutting-edge deals involving solar, wind, geothermal, battery storage, carbon capture, green...
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