Royal Bank of Canada·12 days ago
12 days ago
Associate, Wealth Management
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What you'll do
- process client transactions
- coordinate onboarding
- maintain strong internal controls
What they're looking for
- bachelor's degree or relevant experience
- strong communication and organisational skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for an Associate, Wealth Management to support the delivery of exceptional client service and operational excellence within our Mississauga branch. You will process client transactions, coordinate onboarding, and maintain strong internal controls. Ideal candidates have a bachelor’s degree or relevant experience and strong communication and organisational skills.
Skills
- account management
- customer success
- investment risk management
- financial regulation
- client onboarding
- regulatory compliance
- fund transfers
- wire payments
- process improvement
- decision making
- group problem solving
- interpersonal relationships
- document preparation
- calendar management
- expense processing
- client meeting coordination
- regulatory exam (cire)
- financial services industry experience
Company
Royal Bank of Canada
MISSISSAUGA, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.