Associate

1 week ago


Calgary, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

We are seeking a highly skilled and motivated Financial Services Professional to join our team at Royal Bank of Canada. As a Client Relationship Manager, you will be responsible for providing exceptional service to our clients and building strong relationships with them. You will work closely with our Wealth Management Specialists to identify opportunities to deepen existing relationships and welcome new clients to our firm.

Key Responsibilities

  • Maintain existing client accounts and identify opportunities to contact clients.
  • Respond to client inquiries in an understanding and time-efficient manner.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • Effectively manage incoming communications from clients, advisors, and other internal and external partners.
  • Assist the advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for advisors with their clients/prospects.

Requirements

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • High quality time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills

What We Offer

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Job Skills

  • Account Management
  • Customer Success
  • Decision Making
  • Financial Regulation
  • Group Problem Solving
  • Interpersonal Relationships
  • Investment Risk Management

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