Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Specialist

RBC

RBC Wealth Management is hiring for a Registered Client Associate in Farmington, WI. You will build client relationships, assist with account inquiries, and support financial advisors with compliance and documentation. The role involves handling transfers, trades, and client communications while maintaining confidentiality and service excellence. Strong communication and organizational skills are essential. #J-18808-Ljbffr RBC

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in King, WI vacancy
  •  ...Bitter Neumann Appliance Furniture Mattress as a Sales Specialist, where your passion for customer service meets the exciting world of home appliances and...  ...Basic computer skills for processing transactions and managing inventory. High school diploma or equivalent; further... 
    Suggested
    Flexible hours
    Afternoon shift

    Bitter Neumann Appliance Furniture Mattress

    Waupaca, WI
    4 days ago
  • $22.76 per hour

     ...support our dedicated Medical Transportation Services team. The Home is a 24/7/365 long-term...  ...and responsibilities also include data management of member information, coordination with...  ...: Working with elderly and/or disabled clients or with residents in a long-term care... 
    Suggested
    Permanent employment
    Work at office
    Monday to Friday
    Shift work
    Night shift
    Weekend work

    State of Wisconsin

    King, WI
    4 days ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team...  ...customers with questions and recommendations Manage sales transactions while working assigned...  ...of rewards to support your health, wealth, and mental well-being. In addition to medical... 
    Suggested
    Contract work
    Part time
    Local area

    Family Dollar

    Wild Rose, WI
    2 days ago
  •  ...Customer Service Team Member At Fleet Farm, providing the best customer service is our priority. If you are friendly, self-motivated...  ...Policy to qualifying items. Effectively communicate with Manager on Duty and/or merchandise teams in regards to out of stock products... 
    Suggested
    Local area
    Flexible hours
    Night shift

    Fleet Farm

    Waupaca, WI
    6 days ago
  •  ...environment. Assume direct responsibility for managing the Customer Experience Technician at...  ...Identify areas for improving customer service processes and support the implementation...  ..., and industry trends to better serve clients. Communicate internally market trends, customer... 
    Suggested
    Temporary work

    Waupaca Foundry, Inc.

    Waupaca, WI
    6 days ago
  •  ...Development Associate The Sales Development Associate's job is to meet or exceed pre-determined service expectations while selling product, merchandising, and fulfilling route management objectives to drive volume and profit growth in accounts. This position helps to cover... 
    Permanent employment
    Work experience placement

    Breakthru Beverage Group

    Waupaca, WI
    2 days ago
  • $22.76 per hour

     ...Department of Veterans Affairs. The LTE Operations Program Associate (Member Appointment Scheduler) supports the Medical Transportation Services team by coordinating outpatient clinic appointments and transportation for veterans and their spouses within a long-term care... 
    Hourly pay
    Night shift
    Weekend work

    State of Wisconsin

    King, WI
    4 days ago
  •  ...Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in reaching sales and profit goals established for the department and... 
    Hourly pay
    Part time
    Seasonal work

    Kroger

    Waupaca, WI
    4 days ago
  •  ...You will be right at home at Waupaca Foundry. The Customer Service Data Specialist in the foundry industry plays a crucial role in supporting...  ...accurate. RESPONSIBILITIES/DUTIES: Order Entry and Processing: Manage customer orders, ensuring accuracy in order details... 

    Waupaca Foundry, Inc.

    Waupaca, WI
    3 days ago
  • $20 - $25 per hour

     ...multiple regional hospitals, Jefferson Radiology offers a breadth of services and a level of diagnostic and therapeutic radiology expertise...  ...is preferred Background with E-clinical Works Practice Management System preferred Strong organizational skills Why Radiology... 
    Hourly pay
    Work experience placement
    Local area
    Work from home
    Flexible hours

    Dormont Manufacturing Co

    King, WI
    4 days ago
  •  ...Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages...  ...unsafe conditions, accidents, or issues and notify store management. Adhere to all food safety regulations and guidelines.... 
    Seasonal work
    Local area

    Kroger

    Waupaca, WI
    5 days ago
  • $75k

     ...Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You’ll also benefit from generous bonuses , annual renewal income , and luxury travel incentives for high achievers. Cutting... 
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    Waupaca, WI
    2 days ago
  •  ...beyond the sale to become a trusted partner in your customers’ success. You’ll deliver value through expert knowledge, exceptional service, and a commitment to helping each customer find the most efficient and profitable equipment solutions for their operation. Promote... 

    Swiderski Equipment Inc

    Waupaca, WI
    2 days ago
  • $75k

     ...Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You’ll also benefit from generous bonuses , annual renewal income , and luxury travel incentives for high achievers. Cutting-Edge... 
    Flexible hours
    Night shift

    Platinum Supplemental Insurance

    King, WI
    4 days ago
  • $15 - $17.5 per hour

     ...customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by...  ...in and prices merchandise as required or as directed by store manager or communicated by the shift leader. Implements Company asset... 
    Hourly pay
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Waupaca, WI
    8 hours ago
  •  ...Farmington, Wisconsin. The role involves engaging customers, presenting merchandise, and achieving sales goals while delivering exceptional service. The ideal candidate should have a positive, customer-focused approach and strong sales or retail experience. Benefits include base... 
    Base plus commission
    Full time
    Flexible hours

    Dormont Manufacturing Co

    King, WI
    3 days ago
  • $75k - $100k

    Platinum Supplemental Insurance, Inc. seeks motivated individuals to join a high-energy sales team. This commission-based role offers a four-day workweek, travel Monday-Thursday, and the potential to earn $75,000-$100,000+ in the first year. You’ll leverage Platinum’s AI...

    Platinum Supplemental Insurance, Inc.

    King, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!