Enhance client relationships with RBC Dominion Securities as a Client Service Associate in Abbotsford. Provide excellent support and ensure compliance with banking regulations while assisting both clients and Advisors. In this role, you will work closely with the Advisor Team and clients, ensuring the seamless resolution of private banking deals.

Your expertise will facilitate key account management while maintaining compliance with regulations. Deliver outstanding client service through proactive communication and organization in every aspect of your work. Key Responsibilities:
Coordinate and prepare Advisor-client meetings
Provide proactive support, focusing on problem resolution
Respond to inquiries regarding account transactions
Assist with client onboarding for current clients
Maintain and update client files accurately Requirements:
Canadian Investment Regulatory Exam, CIRE or CFA 1 (preferred)
Robust skills in Microsoft Office Suite
Excellent organization and time management
Exceptional verbal and written communication skills
Experience in the securities industry is a plus Support RBC's client-focused service while exercising regulatory compliance in Abbotsford.

📌 Client Service Associate At Rbc Abbotsford (Canada)
🏢 RBC Dominion Securities
📍 Canada