Investment Associate — Wealth Management Support
RBC Capital Markets, LLC
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Benefits offered by this job
Job summary
RBC Wealth Management is seeking a dedicated professional to support Financial Advisors, addressing client inquiries, educating clients on products, and helping grow business in a collaborative team. You will collaborate with Advisors to monitor client activity and contribute to wealth planning efforts.
We offer training, development and learning resources to help you grow your career in a way that matters to you at RBC Wealth Management.
Qualifications
- Must have minimum of 5 years of industry experience as a Registered Client Associate or related industry experience
- Series 7 and 66 (or 63/65)
Responsibilities
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
- Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
- Performing contract administration support and resolving contract related issues.
- Developing new prospects, establishing clients, and finding opportunities to introduce RBC's products and services.
Skills
Job description
RBC Wealth Management is seeking a dedicated professional to support Financial Advisors, addressing client inquiries, educating clients on products, and helping grow business in a collaborative team. You will collaborate with Advisors to monitor client activity and contribute to wealth planning efforts.
We offer training, development and learning resources to help you grow your career in a way that matters to you at RBC Wealth Management.
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