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Client Associate/Registered Client Associate @ RBC

Palm Beach Gardens, Florida, United States of AmericaOnsiteFull-timePosted 3 days ago

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About this role

Embrace the role of a Client Associate / Registered Client Associate at RBC Wealth Management. Support advisors and clients with account management, compliance, and operational excellence. Leverage your customer service and financial services expertise in a dynamic, growth-focused environment. Advance your career with comprehensive training, development, and opportunities for advancement.. Category: Customer Service | Client Advice | Sales

Skills

customer serviceaccount managementcompliance standardsfund processingsecurities transactionsaccount documentationclient onboardingproblem resolutionattention to detailsales opportunity identificationinterpersonal relationship managementproduct servicesfinancial services experience

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