Account Opening

A leading bank in the Americas is seeking a Specialist for Account Opening and Client Portal support. Responsibilities include executing account openings, providing CRM support, and enhancing the client experience online. Candidates should have a Bachelor's degree, 3-5 years of related experience, and excellent communication skills in English and French....

Job DescriptionWhat is the opportunity?As an Account Opening, Modification, and Documentation Associate, you will be a central point of contact and relationship manager to the RBC Dominion Securities (DS) front office personnel as it pertains to operations matters. You will be a point of escalation for service quality, problem resolution, operational...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Requisition ID: 239638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Requisition ID: 239638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In...

About the Senior Account Coordinator role The Senior Account Coordinator is an integral member of the Account Management team, responsible for providing high-level coordination and proactive support across multiple client accounts. This role requires a blend of operational excellence, attention to detail, and growing client management capability. The Senior...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Key responsibilities: Monitor new account transfers, both in‑cash and in‑kind, and reconcile against account statements. Liaise with external custodian contacts and...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Key responsibilities: Monitor new account transfers, both in‑cash and in‑kind, and reconcile against account statements. Liaise with external custodian contacts and...