Jobs · Finance · Wisconsin

Client Associate

RBC · Delafield, WI · 2 wk ago
FinanceFull-time

About the role

Supports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks. 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 opportunity to introduce RBC's products and services. 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

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