Client Relationship Specialist

1 week ago


Sulphur Springs, Texas, United States RBC Capital Markets, LLC Full time

Become a Part of RBC Capital Markets

As a Client Relationship Specialist, you will be instrumental in assisting financial advisors and clients. Your role will encompass fostering and nurturing client relationships, addressing account inquiries, ensuring adherence to compliance regulations, and facilitating transactions. We provide extensive training and development opportunities to support your career advancement, along with a competitive salary and benefits package.

Primary Responsibilities:

  • Support clients and respond to account-related questions
  • Manage account inquiries and escalate issues as needed
  • Uphold compliance standards and maintain clear communication with clients
  • Coordinate fund transfers and execute trades
  • Ensure confidentiality of client information

Required Qualifications:

  • Bachelor's degree or relevant experience
  • Excellent communication and organizational abilities
  • Possession of Series 7 and 66 licenses or a commitment to obtain them
  • Ability to adapt to a dynamic business environment

Employee Benefits:

  • Attractive compensation and performance bonuses
  • Opportunities for professional development
  • Flexible work/life balance arrangements
  • Collaborative and vibrant team culture

About RBC Capital Markets:

RBC Capital Markets is dedicated to fostering diversity and inclusion, ensuring an equitable workplace for all employees. We are committed to empowering our employees to express their authentic selves at work. Join us and be part of an organization that values its employees, clients, and the communities we serve.



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