Wealth Planning Associate
4 weeks ago
Job Summary
Provides small business tax, accounting and consulting services to the growing suite of existing and new small business clients. Applies complete knowledge, skills, and practices to perform assignments.Job Description
- Addresses client questions and billing inquires related to accounting.
- Provides appropriate financial solutions to clients in order to retain the business client's offer.
- Consults on financial product features and benefits. Assists clients in the processing of files to ensure a better client experience.
- Gathers necessary accounting information and data that would help increase the promotion and relevance of financial products or services.
Job Skills
Banking Products, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Information Capture, Interpersonal Relationship Management, Results-Oriented, Sales Activities, Tax Deferred ProductsAdditional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLISCity:
MinneapolisCountry:
United States of AmericaWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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