Temporary Client Associate - Albany, NY (49422) at Albany

Job Description

Job Category: Client Associate/Sales Associate/Sales Support Job Type: Full Time Employment Type: Regular - U.S. Pay Type: Hourly Exempt/Non-Exempt: Non-Exempt Work Schedule: Work Hours/Week: 40 People Manager: No Work Environment: Regional Office % Travel Required: 0 Province/State/County: New York (US-NY) City: Albany Address: 12206-5011 Requisition ID: 49422

Position Purpose:
Do what you love and love what you do! Become a Client Associate at RBC. Are you ready to begin your career in the financial services industry? Consider becoming a Client Associate at RBC Wealth Management one of the nations largest full-service investment firms.

Key Accountabilities:
As a Client Associate, youll be responsible for providing administrative support to Financial Advisors. Youll enjoy a daily routine featuring a variety of exciting challenges such as: servicing clients on behalf of Financial Advisors, ensuring account documentation is accurate, coordinating client mailings/ presentations, and have knowledge of product offerings. Plus, youll be gaining valuable experience in the fast-paced, ever-changing world of investing.

Knowledge/Experience:
Basic Requirements

• High school diploma or equivalent GED
• 2 years general office experience or a Bachelors Degree in Finance or related field
• Customer service experience
• Basic computer skills (Microsoft Word, Excel, Outlook)
• Must be eligible to work in the US without sponsorship and reside within 50 miles of office

Minimum Qualifications (Knowledge, Skills & Abilities)

• Basic math skills
• Good written, verbal, and interpersonal communication skills
• Good organizational skills
• Good attention to details
• Good problem-solving ability
• Able to manage multiple demands and competing priorities
• Able to work with a variety of personalities
• Able to work effectively in a fast-paced, deadline-oriented environment

Preferred

• Associate of Arts degree or post high school training or education
• 2 years financial industry experience in securities, banking, or mortgage
• Previous sales support experience
• Knowledge of investment terms and products

When you apply please include a cover letter stating your interest in the position and your salary requirements. Each role at RBC offers a variety of development opportunities that are critical to an individuals career growth. In this role, the successful candidate can expect to gain experience in interacting with clients and developing general product/client knowledge. RBC Wealth Management is a great place to grow, because we have the resources of a global financial leader. Yet we also maintain the entrepreneurial spirit and innovative culture of a small firm. So youll not only be refining skills with a broad range of products, youll also be learning strategies and solutions from some of the best in the business. We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees. Equal Opportunity Employer.
Diversity:
Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best put clients first.

EOE/M/F/D/V

Job Requirements

 
Country: USA, State: New York, City: Albany, Company: RBC Wealth Management.