RBC Wealth Management Financial Services Inc. · 1 day ago
Client Associate
Leawood, KS
Full-time
Onsite
New Grad, Entry LevelRBC Wealth Management Financial Services Inc. is a leading provider of insurance solutions in Canadian wealth management, combining financial expertise with client-focused advice. The Client Associate will provide exceptional client service and administrative support to advisors and clients, assist with financial transactions, and maintain accurate client records.
Financial Services
Hiring Manager
Kevin Emmendorfer
Responsibilities
Provide exceptional client service and administrative support to advisors and clients
Assist with financial transactions
Maintain accurate client records
Ensure timely responses to inquiries
Support advisory teams in business development activities
Help coordinate and execute sales and marketing initiatives in alignment with company goals
Qualification
Required
Strong Client Services and Communication skills to foster positive client relationships and address client needs effectively
Exceptional Analytical Skills for accurate processing of financial data and identifying client needs
Background in Finance to understand wealth management products and assist in financial planning activities
Proficiency in Sales, with the ability to support business development and contribute to achieving company objectives
Detail-oriented with strong organizational skills and the ability to handle multiple tasks efficiently
Professional demeanor, a proactive approach, and a dedication to client success
Preferred
Bachelor's degree in Finance, Business Administration, or a related field preferred
Company
RBC Wealth Management Financial Services Inc.
Getting To Know Us Simply put, you deserve to Get The Most Out Of Life® - this is why we exist.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase