Become a vital part of a leading Private Trading Office. Looking for an Associate with exceptional skills to enhance client operations and provide outstanding service to high-net-worth individuals.
In this associate role, you'll manage a variety of essential functions, including client onboarding, documentation management, and service inquiries. Strong communication and organizational skills are crucial to support the sophisticated needs of high-value clients. This position promises an enriching experience in a collaborative setting.
Key Responsibilities:
• Facilitate client onboarding and documentation process
• Engage with team members on compliance and requests
• Keep accurate and up-to-date client documentation
• Drive proactive service and problem resolution
• Ensure timely follow-up on trades and settlements
Requirements:
• 3–5 years’ experience in brokerage environment
• CSC and CPH certifications required
• Proficient in brokerage services and compliance
• Excellent communication and attention to detail
• Solid analytical skills with the ability to adapt
Empower high-value clients through expert service and operational excellence in a supportive and innovative office.
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Apply on Kit Job: kitjob.ca/job/2fsb8r
📌 Dynamic Associate Role in Private Trading Office Services (Toronto)
🏢 RBC Dominion Securities
📍 Toronto
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