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Rbc Wealth Management - Registered Client Associate Resume Example

Mason Williams
Professional Summary
A skilled communicator; able to establish rapport with clients and members of all levels in an organization. Highly organized and efficient in fast-paced multitasking environments; able to prioritize effectively to accomplish objectives with creativity, enthusiasm and humor.
  • Customer and Personal Service
  • Communications and Media
  • Management of Financial Resources
  • Time Management
  • Writing & Presenting
  • Windows (Microsoft Outlook, Word, Excel, and PowerPoint), Mac OSX
Registered Client Associate 09/2012 to Present
RBC Wealth Management Clive, IA
My main role as a registered client associate is to develop and maintain client relationships while handling the administrative and sales support for three  financial advisers. This role includes processing financial orders for clients, answering questions regarding the firm's products and services, opening new accounts, and incorporating new ideas to help businesses function more efficiently. Ensuring client satisfaction is paramount, and client service skills are imperative. Other attributes essential to the position include multitasking, balancing budgets, possessing and displaying knowledge of the financial industry,  and effectively communicating with clients and management personnel on various levels daily. Series 7 and series 66 licensed.
Insurance Claims Adjuster (Auto) 06/2012 to 09/2012
Nationwide Insurance Des Moines, IA
Responsibilities included interacting with and assisting customers throughout the claim process following non-injury auto accidents. Duties included gathering data and vital information and compiling accident reports which were used in determining level of loss and compensation amounts for auto accidents. Acted as a liaison between various insurance companies, customers, and third parties involved in the claim process. Effective communication skills with colleagues, clients, and various third parties were essential in this role. 
Consumer Newsstand Marketing Intern 05/2011 to 08/2011
Meredith Corporation Des Moines, IA
As a marketing intern, duties and responsibilities included forecasting sales numbers and evaluating promotional budgets, preparing cover reports for various brand managers and upper management, compiling sales data into reports, inspecting magazine covers and UPC functionality, creating UPC codes, and updating promotional data. Responsibilities also included delivering sales presentations and participating in cover design meetings and brainstorming sessions.
Bachelor of Science: Marketing & Finance Jun 2012 Iowa State University - Ames, IA
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Resume Details

This is a real resume for a Registered Client Associate in Clive, Iowa with experience working for such companies as Rbc Wealth Management, Nationwide Insurance, Meredith Corporation. This is one of the hundreds of Registered Client Associate resumes available on our site for free. Use these resumes as templates to get help creating the best Registered Client Associate resume.

Previous Companies:

  • RBC Wealth Management
  • Nationwide Insurance
  • Meredith Corporation

Previous Job Positions:

  • Registered Client Associate
  • Insurance Claims Adjuster
  • Consumer Newsstand Marketing Intern


  • Iowa State University

Level of Education:

  • Bachelor of Science

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