Private Client Group Intern

Royal Bank of CanadaSan Francisco, WI
2d

About The Position

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 in-depth, hands-on 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.

Requirements

  • 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 fast-paced 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

Responsibilities

  • 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 account-related information
  • Assist with department mailing and filing projects
  • Other general administrative support as assigned

Benefits

  • 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 high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work

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What This Job Offers

Job Type

Full-time

Career Level

Intern

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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