We are a fast-growing Registered Investment Advisory (RIA) firm that has very high client service standards. We focus... Maintain CRM database and client files (copies and data input) Ensure client data accuracy and proper flow from custodian...
Job Summary Job Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management... planning meetings to deliver advice and wealth management solutions to meet the needs of each client. This phase is very hands...
representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers... and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor...
representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers... and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor...
thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax... organization, required. 1-3 years of experience in Client Success or Account Management Knowledge of Salesforce preferred...
investment themes, and timely portfolio construction ideas. Support the development and growth of RBC Wealth Management...: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT...