Advance your career as a Client Associate with RBC PH&N; in Toronto, Canada. This full-time position is dedicated to high net worth client support and portfolio maintenance.
You will work closely with Investment Counsellors, ensuring seamless account management and superior client service. Your role will involve processing trades, managing appointment schedules, and maintaining accurate records, thereby enhancing overall client satisfaction.
Key Responsibilities:
• Address client inquiries and resolve administrative errors
• Support overall team administrative responsibilities
• Process trades accurately and in a timely manner
• Handle account opening and client documentation
• Organize records and attend client meetings when needed
Requirements:
• Bachelor's Degree required
• Must possess CSC certification
• Minimum of 2 years' experience in investment roles
• Robust MS Office skills needed
• Capability to perform effectively under pressure
Join RBC PH&N; to deliver exceptional financial services and client experiences.
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📌 Full-Time Client Associate at RBC (Toronto)
🏢 RBC
📍 Toronto