Royal Bank of Canada·11 days ago
11 days ago
Associate, Wealth Management
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What you'll do
- Process account transactions
- Onboard new clients
- Maintain accurate records
- Deliver professional service and ensure operational excellence
What they're looking for
- Background in finance or related fields
- Strong communication skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as an Associate, Wealth Management, supporting our clients by delivering professional service and ensuring operational excellence. You will process account transactions, onboard new clients, and maintain accurate records. Ideal for candidates with strong communication skills and a background in finance or related fields.
Skills
- asset and liability management
- investment management
- client onboarding
- cash management
- financial statement analysis
- investment risk
- market risk
- client counseling
- regulatory compliance
- process improvement
- microsoft excel
- microsoft powerpoint
- microsoft word
- microsoft outlook
- client service
- calendar management
- expense processing
- document preparation
- stakeholder management
- internal controls
- operational excellence
- problem resolution
- wire payments
- fund transfers
- client relationship management
- csc certification
- cph certification
- csi certification
Company
Royal Bank of Canada
Toronto, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.