drjobs Private Client Group Intern

Private Client Group Intern

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Summary

Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

Job Description

What is the opportunity

We are actively seeking an Intern to support our Private Client Group in RBC Wealth Management U.S. Our internship provides students the opportunity to gain indepth handson experience while working and learning alongside our experienced financial services professionals.

You will work directly with Financial Advisors to service clients research problems process account forms and related paperwork maintain appropriate account records and prepare client correspondence.

What will you do

  • Provide administrative and operational support to Financial Advisors and clients
  • Service clients in a pleasant professional manner and respond to routine inquires
  • Provide clients with requested information such as account balances stock quotes or other accountrelated information
  • Assist with department mailing and filing projects
  • Other general administrative support as assigned

What do you need to succeed

  • College student working toward a degree in Finance Economics Business or related field
  • Ability to manage multiple competing priorities take initiative and thrive in a fastpaced and challenging environment
  • Excellent written and verbal communication skills
  • Customer service experience
  • Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus) Excel Outlook)
  • Interest in financial services industry

Whats in it for you

We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.

  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic collaborative progressive and highperforming team
  • Flexible work/life balance options
  • Opportunities to do challenging work

Job Skills

Communication Computer Literacy DetailOriented Interpersonal Relationships Listening Effectively Personal Development Taking Initiative

Additional Job Details

Address:

5425 WISCONSIN AVENUE:CHEVY CHASE

City:

Chevy Chase

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

Job Type:

Student/Coop (Fixed Term)

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Required Experience:

Intern

Employment Type

Full-Time

About Company

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