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|Job Category :||Business|
|Position Name:||Financial Client Service Rep, MS Office – 328055|
|Location :||3430 E Sunrise Dr, Tucson, AZ 85718|
|Job Description :||RBC Job ID: 127438-1
Job Title: Financial Client Service Rep, MS Office
Duties: Looking for one person to join support staff, assisting Financial Advisors
Customer service – Composing letters or memos
Assisting clients over the phone, mailing forms to the clients for signatures
Role: Become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
• Minimum of 1 year office or customer service experience (including internships, part-time positions)
• Basic computer skills including Microsoft Office
• Strong verbal and written communication
• Excellent people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Ability to adapt to a rapidly changing business and technology environment
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