Royal Bank of Canada·29 days ago
29 days agoCheck your resume's ATS score
Client Associate/Registered Client Associate
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What you'll do
- managing client relationships
- assisting advisors with account operations
- handling account inquiries
- maintaining compliance standards
What they're looking for
- series 7 license
- series 66 license
- series 63 license
- series 65 license
- financial services experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are seeking a Client Associate/Registered Client Associate to support our branch by managing client relationships and assisting advisors with account operations. Key responsibilities include handling account inquiries and maintaining compliance standards. Ideal candidates will have strong communication skills and experience in a fast-paced financial environment.
Skills
- series 7 license
- series 66 license
- series 63 license
- series 65 license
- account management
- customer service
- compliance standards
- client onboarding
- fund transfer
- securities transfer
- ach processing
- wire transfer
- account documentation
- financial records maintenance
- problem resolution
- client relationship management
- sales activities
- group problem solving
- oral communications
- finra registration
- financial services experience
Company
Royal Bank of Canada
Peterborough, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.