Client Associate Registered Client - (Milwaukee, WI)

POSITION RESPONSIBILITIES: Build and maintain a professional rapport with clients. Examples could include answering account questions such as account balance details or other account related info. Communicate and escalate any important account info to the Financial Advisors on behalf of their clients. Examples could include researching and helping resolve complex problems in client accounts. Ensure that all appropriate account documentation is obtained and maintained. Examples could include facilitating the transfer of funds and securities, entering trades in client accounts, and issuing client's checks, wires and ACH's as requested. Inform clients about missing paperwork and securities or funds due in accordance with branch, complex, firm and compliance policies. Adhere to all compliance policies and procedures while maintaining a high-level of confidentiality in accordance with RBC's Code of Conduct. RBC is an equal opportunity employer committed to diversity and inclusion.