Steve Blanchard
Financial. Insurance. Sales.
- Role
- Senior Registered Client Associate at RBC Wealth Management
- Location
- Great Falls, MT, US
- LinkedIn followers
- 500 followers
About Steve Blanchard
I’m a Senior Registered Client Associate and what drives me every day is helping clients feel confident about their financial future. I take pride in building strong, lasting relationships and being the person clients can count on for clear answers, timely follow-through, and genuine care.In my role, I support financial advisors and their clients by managing account operations, processing trades and transfers, and ensuring every detail meets our firm’s high compliance standards. I thrive in a fast-paced environment where accuracy, communication, and integrity make all the difference.With my Series 7 and 66 licenses, I combine technical expertise with a relationship-first mindset to deliver the highest level of service. My goal is simple — to make every client feel valued, informed, and secure in their financial journey.
Experience
Senior Registered Client Associate
Sep 2025 — Present · Great Falls, MT, US
I support financial advisors by delivering a high-quality client experience and serving as a key point of contact for account-related needs. I build strong client relationships, open accounts, proactively address inquiries, ensure compliance and documentation accuracy, and process trades, transfers, wires, and ACHs efficiently—helping ensure seamless service and operational excellence for clients.
Education
Colorado Christian University
Bachelor's degree, Youth Ministry
1998 — 2000
Skills
- Google Analytics
- Social Media
- Youtube
- Internet Entrepreneur
- Wordpress
- Ppc
- Google Adwords
- Blogger
- Online Advertising
- Sem
- Network Marketing
- Online Marketing
- Keyword Research
- Small Business
- Facebook Marketing
- Blog Marketing
- Internet Strategy
- Landing Page Optimization
- Mobile Marketing
- Web Development
- SEO
- Smo
- Blogging
- Lead Generation
- Website Development
- Link Building
- Website Promotion
- Youth Ministry
- Web Analytics
- Entrepreneurship
- Web Marketing
- Marketing
- Web Design
- Social Networking
- Social Media Marketing
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