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Full-time Senior Client Associate jobs

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SENIOR CLIENT ASSOCIATE/SENIOR REGISTERED CLIENT ASSOCIATE

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...

CompanyRbc Royal Bank
AddressIndianapolis, Indiana, United States of America
CategoryAccounting
Job typeFull time
Date Posted a month ago See detail

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...

a month 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...

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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...

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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...

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Bilingual Senior Client Service Representative

View Other Rbc - Royal Bank Offers

Montreal, QC

Maintain professional and productive working relationship with all business partners; Assume Client Service accountability for assigned clients and work closely with team members to provide reliable service. Attend presentations a...

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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...

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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...

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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...

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Scotiamcleod Senior Associate - White Rock, BC

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White Rock, BC

Identify new business opportunities to gather additional assets and/or increase revenue. Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base . Build effective work...

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Scotiamcleod Senior Associate - Victoria

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Victoria, BC

Prepare, analyze, and present reports and recommendations to clients.. Develop and distribute client communication and marketing pieces.. Review practices to ensure administrative processes are streamlined and administrative tasks...

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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...

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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...

a month 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...

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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...

2 months ago seen See more...

Bilingual Senior Client Services Operations Representative (Contract)

Rbc Royal Bank

Mississauga, ON

Service Level Agreement (SLAs), compliance with Standard Operating Procedures (SOPs), and quality via processing, reports, online monitoring and any assigned tasks. Act as main point of contact for assigned block of groups for b...

2 months 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...

2 months 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...

2 months ago seen See more...

Senior Associate

Rbc Royal Bank

Burnaby, BC

Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessar...

2 months ago seen See more...

Bilingual Senior Client Services Operations Representative (Contract)

View Other Rbc - Royal Bank Offers

Mississauga, ON

Service Level Agreement (SLAs), compliance with Standard Operating Procedures (SOPs), and quality via processing, reports, online monitoring and any assigned tasks. Act as main point of contact for assigned block of groups for b...

2 months ago seen See more...

Scotiamcleod Senior Associate - Regina

View Other Scotiabank Offers

Regina, SK

Identify new business opportunities to gather additional assets and/or increase revenue. Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base . Build effective work...

2 months 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...

2 months ago seen See more...

Analyst/senior Associate, Credit Risk Models - Financial Engineering & Modeling (Toronto)

View Other Deloitte Offers

Toronto, ON

Be encouraged to deepen your technical skillswhatever those may be. Partner with clients to solve their most complex problems. Experience MyFlex and an agile work environment where work is what you do not where you do it. Minimum...

2 months ago seen See more...

Administrative Assistant, Senior Client Services

Lifelabs

Toronto, ON

Competitive

The passion and commitment of over 6,000 diverse and innovative team members unites and motivates us to ensure our customers receive high quality tests and results that they can trust. Agile, customer-centred, caring and teamwork:...

2 months 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...

2 months ago seen See more...

Senior Associate, CTM

View Other Rbc - Royal Bank Offers

Vancouver, BC

Prepare loan documents based on RBCs standard templates for new credits and changes/updates to existing credits and ensure documents are in line with the appropriately approved credit proposal.. Responsible for the accuracy of in...

2 months ago seen See more...

Bilingual Senior Associate, Lending Operations

View Other Bmo Offers

Remote

Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Organizes work information to ensure...

2 months ago seen See more...

Senior Client Relationship Specialist

Rbc Royal Bank

Calgary, AB

Identify cross-selling opportunities and provide superior service in order to achieve regional sales targets as well as promoting group block retention and persistency rates within the Region. Accountable to resolve client/advisor...

2 months ago seen See more...

Senior Client Solutions Analyst, Commercial Real Estate Banking - Montreal

View Other Scotiabank Offers

Montreal, QC

Client servicing escalations: Help resolve service related matters raised by the client directly to the Director, National Accounts. This responsibility does not replace the servicing provided through the Business Service Center a...

2 months ago seen See more...

Senior Client Relationship Specialist

View Other Rbc - Royal Bank Offers

Calgary, AB

Identify cross-selling opportunities and provide superior service in order to achieve regional sales targets as well as promoting group block retention and persistency rates within the Region. Accountable to resolve client/advisor...

2 months ago seen See more...

Senior Associate

View Other Rbc - Royal Bank Offers

Burnaby, BC

Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessar...

2 months ago seen See more...

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