Wealth Management Investment Associate: Client Growth

RBC; San Jose (CA); Presencial; USD 60 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonus

401(k) matching

Health, dental, vision, life and long/

Resumo da oferta

RBC Wealth Management in San Jose is seeking a seasoned Registered Client Associate to support Financial Advisors, educate clients on products, monitor activity, and help grow the business.

Must have at least 5 years in the industry and hold Series 7 and 66 (or 63/65); leadership experience preferred. The role offers a salaried position with a comprehensive benefits package and opportunities to advance within a global financial institution.

Qualificações

• Minimum of 5 years of industry experience as a Registered Client Associate or related industry experience.
• Series 7 and 66 (or 63/65).
• Preferred: Leadership experience.

Responsabilidades

• 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.

Conhecimentos

Registered Client Associate

Series 7

Series 66 (63/65)

Leadership experience

Descrição da oferta de emprego

RBC Wealth Management in San Jose is seeking a seasoned Registered Client Associate to support Financial Advisors, educate clients on products, monitor activity, and help grow the business.

Must have at least 5 years in the industry and hold Series 7 and 66 (or 63/65); leadership experience preferred. The role offers a salaried position with a comprehensive benefits package and opportunities to advance within a global financial institution.