Elevate your career at RBC PH&N; Investment Counsel as an Investment Client Associate. Leverage your expertise to provide exceptional service and administration for high-net-worth clients in Vancouver.
The Investment Client Associate role is tailored for individuals with a minimum of two years in the investment industry. You'll manage client accounts, support the Investment Counsellor, and ensure timely trade processing. A robust foundation in MS Office and the ability to work under pressure are essential for success.
Key Responsibilities:
• Resolve client inquiries and administrative issues
• Support daily portfolio maintenance and documentation
• Ensure accurate processing of trades
• Manage account openings and cash flows
• Maintain records and attend client meetings as needed
Requirements:
• Minimum 2 years in investment-related roles
• Advanced skills in MS Office Suite
• Ability to perform effectively under pressure
• CSC designation is a plus
• University degree preferred
Use your skills in client management and portfolio administration to thrive with RBC PH&N; Investment Counsel in Vancouver.
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📌 Investment Client Associate At Rbc Vancouver
🏢 RBC
📍 Vancouver