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Registered Client Associate - Mequon, WI
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Country: USA
Location: Wisconsin-Milwaukee Mequon
Total applied: 40 Job Category:Accounting/Finance/Insurance
Location:Mequon
Occupations:Financial Planning/Advising;General/Other: Accounting/Finance;Financial Products Sales/Brokerage
Career Level:Entry Level
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Registered Client Associate - Mequon, WI
Requisition Number: 94971
Position Title: Registered Client Associate - Mequon, WI
Position Type: Full-Time
Position Category: Client Associate/Sales Associate/Sales Support
Relocation: No
Job Description:
The financial industry is changing...
One Registered Client Associate at a time.
As a Registered Client Associate with RBC Wealth Management the nation's eighth largest full-service investment firm you'll play an important role in helping clients build and manage wealth.
Requirements:
We're seeking a seasoned professional. The ideal candidate will have excellent organizational, communication and time management skills, be able to work independently and be capable of building strong relationships with both Financial Consultants and their clients. Minimum two years securities industry experience and Series 7 and 63 licenses required. Previous sales support experience preferred.
We offer a competitive salary, comprehensive benefits and advancement opportunities for motivated employees. Equal Opportunity Employer.
Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in interacting with clients and developing general product/client knowledge.
Must be eligible to work in the US without sponsorship and reside within 50 miles of office.
Key Accountabilities:
In addition to your administrative support duties, you'll help Financial Consultants by providing customer service to their clients. And your strong customer service orientation, knowledge of investment concepts and products and innovative thinking will make you a valued member of our sales support team.
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 you'll not only be refining skills with a broad range of products, you'll also be learning strategies and solutions from some of the best in the business.
Experience: Minimum 2 years
Education: High School Diploma / GED
Accreditations:
Skills: Adaptability, Business Acumen, Listening, Understanding and Responding, Relationship Building, Customer Service/ Service Partner Orientation
Minimum Salary: Not Available Maximum Salary: Not Available
We thank all interested candidates however only those selected for an interview will be contacted.
If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=563131-3-563
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