Enhance client experiences as an Associate at RBC Dominion Securities in Coquitlam. Provide administrative and client support to a dynamic Advisory Team within a top-rated firm. In this Associate role, you will help deepen relationships with existing clients by delivering quality service and ensuring effective support operations.
Your responsibilities include coordinating client meetings, managing inquiries, and assisting the Advisor team following compliance guidelines. Key Responsibilities:
- Prepare and coordinate client meetings for Advisors
- Provide exemplary client service with focus on detail
- Address client inquiries regarding account transactions
- Facilitate client onboarding and documentation
- Manage communications from clients and internal partners Requirements:
- Canadian Investment Regulatory Exam (CIRE) required
- Expertise in Microsoft Office Suite
- Solid organizational and time management skills
- Professional communication skills, both verbal and written
- Familiarity with RBC's protocols is beneficial Join a high-performing team focused on empowering clients to achieve their financial goals.