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REGISTERED CLIENT ASSOCIATE

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...

CompanyRbc Royal Bank
AddressEdmonds, Washington, United States of America
CategoryAccounting
Job typeFull time
Date Posted 2 months ago See detail

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Client Solutions Associate, Entertainment

Gallagher

Toronto, ON

$51.9K–$65.7K a year

Set up and meticulously maintain client files. Processing of cast logs Handle new business and renewal processes seamlessly Take charge of invoicing, binders, and cover letters Prepare presentations, insurance submissions, certifi...

Client Delivery Associate

View Other Bmo Offers

Halifax, NS

Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source. Coordinates and executes specific activities for the implementation of strategic initia...

Client Service Associate - Planning and Scheduling - Part-time 0.8

Von Canada

Yarmouth, NS

$37.9K–$48K 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...

Associate, Project and Infrastructure Finance, Corporate Client Group

Rbc Royal Bank

Toronto, ON

You will be part of a fast growing national team of Project Finance and PPP professionals committed to the delivery of quality credit solutions to project sponsors and consortiums.. Provide full engagement and support for monthly...

Associate, Corporate Client Group - Finance

Rbc Royal Bank

Winnipeg, MB

Part of a national team of CCGF underwriters committed to the delivery of quality credit products to RBC clients and targets.. Support CCG bankers to structure, deliver, close, and monitor syndicated and bi-lateral loan transactio...

Client Relationship Associate Self Storage

Green Storage Inc.

Orillia, ON

$17–$20 an hour

Leading by example and creating an environment within the team that rewards and recognizes the demonstration of core values in the day-to-day operation of the business. Coaching and motivating your team to inspire top performance...

Client Service Associate

Bmo

Ottawa, 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...