Client Associate/Registered Client Associate
On-site · Rapid City, South Dakota, United States
Job Summary
The Client Associate/Registered Client Associate will support RBC Wealth Management’s branch operations by acting as a trusted resource to clients and financial advisors. Responsibilities include building professional client relationships, handling account inquiries, obtaining and maintaining necessary documentation for compliance, facilitating transfers and trades, processing checks, wires, and ACHs, and maintaining confidentiality. The role emphasizes a client-first approach, collaboration with advisors, and supporting efficiency and effectiveness through strong communication, organization, and adaptability to a dynamic technology-enabled environment.
Required Qualifications
- Bachelor’s degree or job-related experience
- Series 7 and 66 licenses or willingness to obtain within 12 months of hire
- Strong verbal and written communication skills
- Attention to detail and client-service orientation
- Ability to adapt to a rapidly changing business and technology environment
- FINRA registrations (nice-to-have)
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