As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the Managing Director. You will work directly with our senior team members and support them in serving current ...
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the Managing Director. You will work directly with our senior team members and support them in serving current ...
Client Engagement - Proactively engage in discussions with assigned portfolio, partner referred and ... Relationship Management - Support existing clients and continuously seek new opportunities for ...
Client Engagement - Proactively engage in discussions with assigned portfolio, partner referred and ... Relationship Management - Support existing clients and continuously seek new opportunities for ...
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
CA$52K - CA$74K/yr
Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans. We are seeking aPrivate Client Services Associate ...
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
CA$52K - CA$74K/yr
Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans. We are seeking aPrivate Client Services Associate ...
Client Engagement - Proactively engage in discussions with assigned portfolio, partner referred and ... Relationship Management - Support existing clients and continuously seek new opportunities for ...
Client Engagement - Proactively engage in discussions with assigned portfolio, partner referred and ... Relationship Management - Support existing clients and continuously seek new opportunities for ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Improve the overall client experience by role modeling how to deepen client relationships, meet ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Improve the overall client experience by role modeling how to deepen client relationships, meet ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Improve the overall client experience by role modeling how to deepen client relationships, meet ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Improve the overall client experience by role modeling how to deepen client relationships, meet ...
Wealth Associate
Calgary, AB · On-site
CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ...
Wealth Associate
Calgary, AB · On-site
CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ...
Client Service Associate
Calgary, AB · On-site
Develops and maintains long term client relationships, actively managing customer expectations to ... Associate degree or higher preferred in business, finance, accounting, or related field 1-5 years ...
Client Service Associate
Calgary, AB · On-site
Develops and maintains long term client relationships, actively managing customer expectations to ... Associate degree or higher preferred in business, finance, accounting, or related field 1-5 years ...
Senior Associates market our services via telephone, video and by conducting in-person meetings ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associates market our services via telephone, video and by conducting in-person meetings ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associates market our services via telephone, video and by conducting in-person meetings ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Senior Associates market our services via telephone, video and by conducting in-person meetings ... TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and ...
Client Service Associate
Calgary, AB · On-site
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. * Books meetings with new prospects and prepares introductory package for the ...
Client Service Associate
Calgary, AB · On-site
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. * Books meetings with new prospects and prepares introductory package for the ...
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Calgary, AB · On-site
$150 - $180/hr
Client relationship management responsibilities for 200-300 households, leading a team consisting of an associate private wealth manager and a client relationship specialist, to provide investment ...
New
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Calgary, AB · On-site
$150 - $180/hr
Client relationship management responsibilities for 200-300 households, leading a team consisting of an associate private wealth manager and a client relationship specialist, to provide investment ...
New
JOB REQUISITION Senior Associate (Management Resources Contract Talent) LOCATION CAN CALGARY DT As ... Develop, grow and nurture client relationships: Marketing our services via video, telephone and in ...
JOB REQUISITION Senior Associate (Management Resources Contract Talent) LOCATION CAN CALGARY DT As ... Develop, grow and nurture client relationships: Marketing our services via video, telephone and in ...
JOB REQUISITION Senior Associate (Management Resources Contract Talent) LOCATION CAN CALGARY DT As ... Develop, grow and nurture client relationships: Marketing our services via video, telephone and in ...
JOB REQUISITION Senior Associate (Management Resources Contract Talent) LOCATION CAN CALGARY DT As ... Develop, grow and nurture client relationships: Marketing our services via video, telephone and in ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Private Client Associate
Calgary, AB · On-site
... business working relationships. What do you need to succeed? Must Have * Minimum of 2 years ... Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management ...
Private Client Associate
Calgary, AB · On-site
... business working relationships. What do you need to succeed? Must Have * Minimum of 2 years ... Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management ...
... Associate. This opportunity is designed for someone who wants to build strong client service and ... Build strong client relationships through consistent communication and follow-up. * Participate in ...
... Associate. This opportunity is designed for someone who wants to build strong client service and ... Build strong client relationships through consistent communication and follow-up. * Participate in ...
Managing client relationships * Managing claims with clients and insurers * Travel as required to ... Managing and working with assigned associate staff to meet the needs of clients and insurers
Managing client relationships * Managing claims with clients and insurers * Travel as required to ... Managing and working with assigned associate staff to meet the needs of clients and insurers
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors ...
Client Service Associate, BMO Nesbitt Burns
Calgary, AB · On-site
CA$35K - CA$66K/mo
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors ...
Client Relationship Associate information
What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?
How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?
What does a client relationship associate do?

Full-time
Posted 5 days ago
Job description
Job Description
What is the opportunity?
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the Managing Director. You will work directly with our senior team members and support them in serving current client needs and marketing target companies. RBC CCG is a team of senior coverage officers and credit experts providing a comprehensive range of corporate finance solutions to private mid-market and small cap public Canadian corporations.
What will you do?
Support and contribute to idea generation activities through research, analysis of company financial statements as well as industry and market information, and preparation of client presentations
Actively research and provide timely updates on current or target clients and prepare material for, and participate in, relationship development activities such as client presentations
Prepare and/or manage documentation on new client and revenue opportunities for submission to internal decision-making committees
Liaise with internal partners across RBC to ensure the provision of exceptional customer service to the portfolio of clients
Prepare material for internal sales conferences or analyze quarterly or annual operational performance data for the group to facilitate strategic decision-making initiatives, on an occasional basis
Encouraged to work closely with the CCG Finance team to learn how they structure, deliver, close, and monitor syndicated and bi-lateral loan transactions, as part of the relationship responsibilities within the group
Provide analysis and support to CCG Finance colleagues to support internal business case preparation
What do you need to succeed?
Must-have
Strong interpersonal and relationship building skills
Proficiency in Microsoft Office applications specifically Excel, PowerPoint and Word
Strong quantitative, financial and analytical skills with an ability to analyze company financial statements
Effective presentation and communication skills
High level of attention to detail in both written and financial work
Ability to perform well under pressure, meet time sensitive deadlines, prioritize work, multi-task responsibilities and devote appropriate attention to each assignment while working on multiple projects
Nice-to-have
MBA, CFA or CPA
Knowledge of credit and credit metrics
Financial Modeling
Work experience in corporate finance
What's 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.
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Job Skills
Communication, Credit Processes, Financial Modeling, Financial Statement Analysis, Microsoft Excel, Microsoft PowerPointAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA