Client Associate/Registered Client Associate, Green Bay, WI

Job Description

What is the opportunity?

RBC Wealth Management – Green Bay Office (2465 Marina Circle) is hiring a full-time Registered Client Associate to join a dynamic, high-performing team. Ideal candidates are client-focused, results-driven, and highly organized, with a passion for delivering exceptional service and operational support to top producers.

This role offers competitive, negotiable salary and a comprehensive Total Rewards Program. Key responsibilities include maintaining client relationships through proactive communication, processing account requests, and ensuring confidentiality of client information. The position involves executing trades for equities, fixed income, and mutual funds as directed by advisors, alongside administrative tasks like scheduling meetings and managing correspondence. Incumbents must address client concerns promptly, onboard and maintain accounts, and facilitate fund transfers and transactions efficiently. They also need to identify client needs and resolve account alerts appropriately.

Essential skills include exceptional organization, prioritization, and time management, with the ability to thrive in a fast-paced environment. Candidates should demonstrate strong industry knowledge, a proactive attitude, and excellent communication skills, including the ability to explain complex concepts clearly. Integrity, adaptability, and a calm demeanor under pressure are also critical for success in this client-focused role.

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
• 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

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:

2465 MARINA CIRCLE:GREEN BAY

City:

Green Bay

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-12-10

Application Deadline:

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At 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.