Client Service Representative
1 week ago
Job Summary
Job Description
What is the opportunity?
As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and maintaining accurate records. This is an excellent opportunity to develop your skills and knowledge in the financial services industry.
Key Responsibilities:
- Build and maintain strong relationships with clients through effective communication and problem-solving skills.
- Assist clients with account inquiries and provide timely responses to their needs.
- Ensure compliance with regulatory requirements by maintaining accurate records and communicating with clients as needed.
- Process transactions, such as transfers and trades, in a timely and accurate manner.
- Maintain confidentiality and adhere to RBC's Code of Conduct.
Requirements:
- Bachelor's degree or relevant work experience.
- Strong communication, organizational, and client service skills.
- Attention to detail and ability to work in a fast-paced environment.
- Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
- Ability to adapt to changing business and technology environments.
What's in it for you?
RBC Wealth Management offers a comprehensive Total Rewards Program, including bonuses, flexible benefits, and opportunities for career growth and development. You will have the chance to work in a dynamic, collaborative environment and make a meaningful impact on our clients' lives.
Job Skills:
- Customer Knowledge
- Customer Service
- Customer Service Management
- Group Problem Solving
- Identifying Sales Opportunities
- Interpersonal Relationship Management
- Oral Communications
- Perseverance and Follow-Through
- Product Services
- Sales Activities
Additional Job Details:
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
At RBC, we value diversity and inclusion:
We strive to create an inclusive workplace where employees can bring their true selves to work. We are committed to building diverse teams and providing equal opportunities for career growth and development.
-
Client Services Representative
7 hours ago
, FL, United States PharmaLink Full time{"Job Title": "Client Services Representative", "Job Summary": "We are seeking a highly skilled Client Services Representative to join our team at PharmaLink. As a key member of our customer service team, you will be responsible for providing exceptional support to our external and internal customers. Your primary focus will be on handling customer inquiries...
-
Client Service Representative
2 weeks ago
Miami, FL , USA, United States Apply Today, Start Tomorrow Full timeWe are a leading sales and consulting firm working with nationally recognized brands and we're proud to provide impactful sales services and client support that make a difference. Our sales and communications strategies rely on direct client interaction. By focusing our efforts on direct communication and building genuine relationships with clients and...
-
Client Service Representative
3 days ago
, FL, United States Banfield Full timeJob SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through our hospital, ensuring exceptional client care and maximizing the productivity of our veterinary medical team. This role requires a strong focus on customer service, communication, and coordination to provide a welcoming and efficient experience for...
-
Client Service Representative
2 weeks ago
Tampa, FL , USA, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Representative to join our team at Truist Inc. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesPrioritize and process new and renewal business within...
-
Client Service Representative
2 weeks ago
Tampa, FL , USA, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Representative to join our team at Truist Inc. As a Client Service Representative, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates.Key ResponsibilitiesPrioritize and process new and renewal business within...
-
Client Service Representative
2 days ago
, CA, United States VCA Animal Hospitals Full timeJob Title: Client Service RepresentativeVCA Care Animal Hospital is seeking a skilled Client Service Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our clients and their pets.Key Responsibilities:Provide outstanding customer service to clients and their petsSchedule and...
-
Client Service Representative
2 days ago
, NC, United States PSG Global Solutions Careers Full timeJob Opportunity: Client Service RepresentativeAt PSG Global Solutions Careers, we're seeking a highly skilled Client Service Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer support and ensuring that our clients receive the highest level of service.Key Responsibilities:Respond to...
-
Client Service Representative
2 weeks ago
Tampa, FL , USA, United States Truist Financial Full timeJob SummaryWe are seeking a highly skilled and motivated Client Service Representative to join our team at Truist Financial. As a key member of our client service team, you will be responsible for providing exceptional service and support to our clients, vendors, and teammates.Key ResponsibilitiesPrioritize and process new and renewal business within...
-
Client Service Representative
3 weeks ago
Pittsburgh, PA, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Service Representative
2 weeks ago
Pittsburgh, PA, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Service Representative
2 days ago
, KS, United States Account Recovery Specialists, Inc Full timeJob OverviewAccount Recovery Specialists, Inc. is seeking a highly skilled Client Service Representative to join our team in Dodge City. As a key member of our team, you will be responsible for providing exceptional customer service, resolving account balances, and working closely with consumers to deliver outstanding results.ResponsibilitiesProvide...
-
Client Service Representative
2 months ago
Pittsburgh, PA, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Service Representative
2 weeks ago
St. Petersburg, FL, USA, United States Truist Full timeAbout the Role:We are seeking a highly skilled and motivated Client Service Representative to join our team at Truist. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Prioritize and process new and renewal...
-
Client Services Representative
2 weeks ago
St. Petersburg, FL, USA, United States Truist Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our team at Truist. As a Client Services Representative, you will be responsible for providing exceptional client experiences to external clients and internal business units.Key ResponsibilitiesProvide top-notch client service to external clients and internal business units,...
-
Client Services Representative
2 days ago
, NC, United States TEKsystems Full timeAbout the RoleWe are seeking a highly skilled Client Services Representative to join our team at TEKsystems. As a key member of our operations team, you will play a critical role in ensuring timely and efficient service to our customers.Key ResponsibilitiesWork closely with the operations team to forecast vehicle and solution deployment, develop preventive...
-
Client Service Representative
4 months ago
Osceola, IA, United States Osceola Veterinary Clinic Full timeAbout Caring for Pets, Livestock & Horses for over 75 years! At Osceola Veterinary Clinic, we are committed to providing personalized care and services for pets, livestock, and horses. Position Purpose Reporting into the Practice Manager, the Client Service Representative (CSR), provides an exceptional experience to our clients during every interaction. ...
-
Client Service Representative
4 months ago
Goodlettsville, TN, United States Goodlettsville Animal Hospital Full timeAbout Goodlettsville Animal Hospital Since 1972, Goodlettsville Animal Hospital has been serving Goodlettsville and the surrounding communities. We are a full service, small animal hospital dedicated to providing veterinary care throughout the lives of our patients. Position Purpose Reporting into the Practice Manager, the Client Service Representative...
-
Client Service Representative II
1 hour ago
, TX, United States Bank of America Full timeJob Description:At Bank of America, we are committed to delivering exceptional client experiences through our team of dedicated professionals. As a Client Service Representative II, you will play a critical role in resolving client requests and providing seamless service delivery.Key Responsibilities:Identify client needs and recommend solutions to resolve...
-
Client Services Representative II
3 days ago
Tampa, FL , USA, United States Bank of America Full timeJob Description:At Bank of America, we are committed to delivering exceptional customer service and creating a positive experience for our clients. As a Client Services Representative II, you will play a critical role in achieving this goal by providing timely and accurate resolutions to client inquiries and issues.Key Responsibilities:Respond to client...
-
Client Service Representative
2 weeks ago
Miami, FL, USA, United States Banesco USA Full timeJob SummaryBanesco USA is seeking a highly skilled Client Service Representative to join our team in Coral Gables. As a key member of our business banking team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess transactions accurately and efficiently, ensuring compliance with bank...