Private Client Group Intern

Participates in and supports the operational activities of a business unit. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

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

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.

• 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

Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Taking Initiative

Additional Job Details

5425 WISCONSIN AVENUE:CHEVY CHASEChevy ChaseUnited States of America40Full timeStudent/Coop (Fixed Term)Salaried2023-12-292024-02-24

Inclusion and Equal Opportunity Employment