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PRIVATE CLIENT ASSOCIATE

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

CompanyView Other Rbc - Royal Bank Offers
AddressOttawa, ON
CategoryBanking
Job type• Full time
Date Posted 2 weeks ago See detail

Private Client Associate

View Other Rbc - Royal Bank Offers

Ottawa, ON

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

2 weeks ago seen See more...

Private Client Associate

Rbc Royal Bank

Ottawa, ON

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

2 weeks ago seen See more...

Client Associate/Client Registered Associate

Rbc Royal Bank

Bloomfield, ON

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

2 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

York, ON

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

2 weeks ago seen See more...

Client Associate

Rbc Royal Bank

Dunmore, AB

You are part of a team supporting Sales & Service professionals and RBC partners in providing excellence customer service and providing credit and banking solutions that meet our clients needs. You are responsible for providing cl...

2 weeks ago seen See more...

Client Associate

Rbc Royal Bank

Marsh Harbour, Bahamas

You are part of a team supporting Sales & Service professionals and RBC partners in providing excellence customer service and providing credit and banking solutions that meet our clients needs. You are responsible for providing cl...

2 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Green Bay, NS

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

3 weeks ago seen See more...

Senior Client Associate/Senior Registered Client Associate

Rbc Royal Bank

Indianapolis, Indiana, United States of America

Partner with Financial Advisors to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.. I...

3 weeks ago seen See more...

Associate Director, Client Solutions

View Other Rbc - Royal Bank Offers

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

2 weeks ago seen See more...

Associate Director, Client Solutions

Rbc Royal Bank

Toronto, ON

Own the client operating model design, change management and execution. Develop a greater understanding of client strategy & efficiency improvement opportunities. Support clients through execution-oriented service delivery and imp...

2 weeks ago seen See more...

Client Success Specialist I (Remote)

Chit Chats

Burlington, ON

$52.5K–$66.5K a year

Review, investigate and resolve client inquiries. Escalate when necessary. Understand clients businesses and their needs. Build rapport and provide a delightful experience. Educate clients on compliance and company policies and p...

3 weeks ago seen See more...

Customer Success Associate

Samsara

Remote

$47,303–$79,500 a year

You want to impact the industries that run our world: Every phone call you answer and every email you send can affect whether truck drivers deliver goods on time and without accidents, whether students get dropped off safely from...

3 weeks ago seen See more...

Client Success Representative (Inhouse)

Surecall Contact Centers

Calgary, AB

From $40,000 a year

Supporting the strong business relationships, the company has with existing and new clients. Ensuring our clients are exceptionally looked after and creating loyalty and long-term relationships for the success of our clients busi...

3 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Norwell, Massachusetts, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

3 weeks ago seen See more...

Client Associate / Registered Client Associate

Rbc Royal Bank

Phoenix, Arizona, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

3 weeks ago seen See more...

Customer Success Associate

Alumni Educational Solutions

Waterloo, ON

From $20 an hour

Work efficiently within the appropriate internal Customer Relationship Management (CRM) systems and other internal tools. Process quotes and respond to pricing requests. Effectively resolve customer questions through phone or emai...

3 weeks ago seen See more...

Client Solution Associate

View Other Gallagher Offers

Calgary, AB

Set up and maintain client files Process endorsements mid-term changes to policy Request and/or process new business and renewals Request all Invoicing, binders and cover letters Prepare certificates of insurance and complete post...

2 weeks ago seen See more...

Associate, Corporate Cash Management, US (Client Experience Group)

Rbc Royal Bank

Toronto, ON

Deliver class leading Client Experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationshi...

3 weeks ago seen See more...

Senior Client Service Associate, National Accounts, Commercial Banking - Vancouver

View Other Scotiabank Offers

Vancouver, BC

Champion customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.. Work closely with the group and/or Director and Group Lead to provide financial services to a portfo...

3 weeks ago seen See more...

Private Client Associate

View Other Rbc - Royal Bank Offers

Calgary, AB

Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient manner. Be a key support to the administrative activities and responsibilities of the team in their day-to-day activiti...

3 weeks ago seen See more...

Senior Client Associate, MD Signature

Scotiabank

Ottawa, ON

Competitive

Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enth...

3 weeks ago seen See more...

Client Service Associate

View Other Bmo Offers

Oakville, ON

Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for me...

3 weeks ago seen See more...

Client Service Associate, Client Services - Casual

Von Canada

Amherst, NS

$35.9K–$45.4K a year

Assign client visits to nurses and home support workers using knowledge of local geography, client needs, and continuity of care while following collective agreement guidelines and established planning procedures Daily activities...

3 weeks ago seen See more...

Registered Client Associate

Rbc Royal Bank

Edmonds, Washington, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

4 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

St. Cloud, Minnesota, United States of America

Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. Adhe...

4 weeks ago seen See more...

Private Client Associate

View Other Rbc - Royal Bank Offers

Quebec

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. Be a key support to the administrative activities and responsibilities of the team. Ensure trades are processed accurately and on a ti...

4 weeks ago seen See more...

Client Associate/Registered Client Associate

Rbc Royal Bank

Nashville, Tennessee, United States of America

What will you do?. Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative to handle account inquiries and customer needs and escalate to financial advisors whe...

4 weeks ago seen See more...

Marketing Client Success Coordinator (PT or FT, Contract)

Energyhub

Calgary, AB

$20–$25 an hour

Experience in a professional marketing role (2+ years minimum; agency and/or B2B experience is a strong asset). Experience supporting client account and relationship management (direct client-facing experience is a strong asset)....

a month ago seen See more...

Client Success Account Manager

Paybyphone

Vancouver, BC

$70,000–$80,000 a year

Serve as the primary contact for all matters specific to assigned accounts. Conduct monthly or quarterly meetings with clients to develop relationships, drive initiatives, and identify potential growth opportunities. Respond to cl...

a month ago seen See more...

Client Success Specialist - Lending Software (Remote)

Aquila Software Group

Toronto, ON

$56K–$70.8K a year

Be the main point of contact for a book of business of approximately 20 - 40 clients. Research, review, and respond to all software-related questions in a timely manner. Gather information from clients regarding feature requests,...

a month ago seen See more...

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