Drive exceptional client service as an Investment Client Associate with RBC PH&N; Investment Counsel in Calgary. Support high-net-worth clients by assisting in portfolio management and administrative tasks.
RBC PH&N; Investment Counsel is seeking a dedicated Client Associate to enhance our high-net-worth service team. With a minimum of two years in a similar investment role, you'll ensure accurate trade processing, manage client accounts, and maintain documentation. Your solid MS Office skills and ability to thrive under pressure will drive success in this rapid-paced setting.
Key Responsibilities:
• Resolve all client inquiries and administrative errors
• Assist in trade processing and account maintenance




• Manage client documentation and cash flow records
• Maintain organized client meeting schedules
• Support team with cross-business relationships
Requirements:
• Minimum 2 years in the investment industry
• Advanced MS Office skills (Excel, Word, PowerPoint)
• Ability to perform under pressure
• Relevant certifications (CSC preferred)
• University degree is an asset
Bring your expertise in client support and investment management to RBC PH&N; and make a meaningful impact.
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📌 Investment Client Associate At Rbc Ph&n Calgary (Canada)
🏢 RBC
📍 Canada