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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 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...

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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Senior Registered Client Associate

Rbc Royal Bank

Seal Beach, California, 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...

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...

4 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...

4 weeks ago seen See more...

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/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...

a month 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...

a month 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...

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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...

a month ago seen See more...

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...

a month ago seen See more...

Associé principal, comptabilité des fonds spéculatifs, Hedge Funds Accounting, Senior Associate

State Street

Montreal, QC

Not disclosed

Calculate and validate a weekly and/or monthly Net Asset Value (NAV) for their assigned funds. Review cash reconciliations daily (no unresolved discrepancies). Review portfolio position reconciliations daily (including equities, b...

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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...

a month 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...

a month 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...

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...

a month ago seen See more...

ScotiaMcLeod Senior Associate - Regina

Scotiabank

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 working...

a month 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...

a month ago seen See more...

Transfer Agency Centralized Alternatives, Senior Associate

State Street

Toronto, ON

Not disclosed

Serve as operational lead for Alternative clients. Responsible for day-to-day operations of groups by managing workflows. Develop and maintain strong client relationships. Collaborate with other TA business units as well as other...

a month 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...

a month ago seen See more...

Officer/Senior Officer - Client Services Support

Rbc Royal Bank

Saint Helier, Jersey

To ensure that all data from RBC and third-party providers, relevant to assets and liabilities, is collected and book kept. Prioritize the ongoing administration, verification and reporting of assets, and ledgers are accurate and...

a month 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...

a month 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...

a month 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...

a month ago seen See more...

Bilingual Senior Associate, Lending Operations

Bmo

Location Virtual, QC H1X 1X1, Canada

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...

a month 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...

a month 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...

a month 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...

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What are the top cities open Senior Client Associate jobs?

There are open Senior Client Associate jobs in several cities including Edmonton, Farmington, New Jersey, York, Albany,

What companies are hiring for Senior Client Associate jobs?

The top companies hiring now for Senior Client Associate jobs are RBC Royal Bank ,

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