Top 11 Client services associate Jobs in Green Bay Wi

Client Associate
Royal Bank of Canada —Green Bay, WI
- Full-time
- Sales
- Research
- Office
Client Experience Associate
Renier Hoptopp Law Offices, LLC —De Pere, WI
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Registered Client Associate
Raymond James Financial, Inc. —Green Bay, WI
- Full-time
- Research
- Office
- Math
- Health savings account
- Paid holidays
Client Technology Analyst
Schneider —Green Bay, WI
- Full-time
- Computer science
- Azure
- Computer Science
- Paid holidays
- Health insurance
8d
Estimating & Client Development Associate
L.P. Mooradian Co. —Green Bay, WI
- $50,000 - $75,000 a year
- Email
- Mid-level
- Residential
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d

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Client Associate

Royal Bank of Canada -
Green Bay, WI

Apply Now

Job Details

Full-time

Qualifications

Customer communication

Full Job Description

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 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

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:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-02-12

Application Deadline:

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

Inclusion 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.

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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

client services associate jobs in green bay wi

Client Associate

Client Experience Associate

Registered Client Associate

Client Technology Analyst

Estimating & Client Development Associate

Client Integration Specialist (Pharmacy Benefits)

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