Client Services Associate Rbc Wealth Management Brandon

Client Services Associate Rbc Wealth Management Brandon

02 Aug
|
RBC Dominion Securities
|
Brandon

02 Aug

RBC Dominion Securities

Brandon

Become a Client Services Associate at RBC Dominion Securities in Brandon, Canada. This role is focused on enhancing client interactions and operational efficiency within a supportive team.
We're looking for a detail-oriented individual with relevant financial services experience. You will assist in managing communications, resolving issues, and supporting advisors with their operational tasks. Robust communication and organizational skills are mandatory.
Key Responsibilities:
• Handle communications with clients and internal partners
• Ensure timely responses to client inquiries
• Support advisors with documentation and meeting coordination
• Identify and resolve client account issues
• Contribute to business plans and client segmentation initiatives
Requirements:
• Proficient in Microsoft Office Suite
• Relevant experience in financial services
• Solid communication skills, both verbal and written
• Detail-oriented with robust organizational skills
• Canadian Investment Regulatory Exam is advantageous
Contribute to the thriving team at RBC Dominion Securities and elevate client success in Brandon.
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📌 Client Services Associate Rbc Wealth Management Brandon
🏢 RBC Dominion Securities
📍 Brandon

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