Finance Internship - Private Client Group
Finance Internship - Private Client Group
L1
Industries
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities- 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 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.
- 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 account-related 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 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
Level
InternL1
Location
Florham Park, NJ
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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