Support clients as a Client Support Associate at RBC Dominion Securities in Vancouver. Enhance client experiences through effective account management and team collaboration.
In this agile full-time role, you will assist the Advisor team by managing client accounts and facilitating onboarding processes. Your experience and skills will help maintain compliance, answer inquiries, and deliver proactive solutions. Leverage your communication abilities to foster solid client relationships and delve into the Wealth Management process.
Key Responsibilities:
• Maintain comprehensive records of existing client accounts
• Resolve client inquiries swiftly and professionally
• Coordinate meetings for Advisors with prospects




• Ensure compliance with regulatory documentation
• Update and manage team communication platforms
Requirements:
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Minimum 2 years of relevant industry experience
• Proficient with Microsoft Office applications
• Strong organizational abilities and time management
• Excellent verbal and writing skills in English
Join RBC Dominion Securities to enhance client engagements while working in a supportive and collaborative workplace.
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📌 Client Support Associate Rbc Dominion Securities Vancouver (Canada)
🏢 RBC Dominion Securities
📍 Canada