royal bank of canadaPortland, ME
Wealth Management Client Associate
Wealth Management Client Associate
Wealth Management Client Associate
royal bank of canadaPortland, ME
today
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial Clerks, All Other
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Royal Bank of Canada (RBC) Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients at the Portland branch. You will handle account questions, onboarding, documentation, and routine client communications in a fast, collaborative environment.
Qualifications include a bachelor’s degree, strong communication skills, and the ability to obtain Series 7/66 licenses within 12 months.
Also on the board Same function, level within a rung
Level
Mid
Location
Portland, ME
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
today