Embark on a rewarding role as a Client Associate at RBC Dominion Securities in Surrey. Focused on investment and wealth management, this full time position emphasizes client support and operational excellence.
In this pivotal role, you will maintain client accounts, manage client inquiries, and assist in the onboarding of new clients. Your solid problem resolution skills will enable smooth operations and timely solutions to client needs. You’ll also coordinate meetings while ensuring that all documentation meets compliance standards.
Key Responsibilities:
• Manage client accounts and identify contact opportunities
• Respond to client requests efficiently
• Collaborate across departments for seamless solutions
• Welcome and onboard new clients
• Ensure all client documentation is compliant
Requirements:
• Canadian Investment Regulatory Exam, CIRE required
• Solid skills in Microsoft Office applications
• Exceptional time management and organization
• Proven ability to provide top-tier client service
• Excellent verbal and written English skills
Leverage your expertise in client service and make a difference at RBC Dominion Securities.
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📌 Investment Client Associate At Rbc In Surrey
🏢 RBC Dominion Securities
📍 Surrey