Join RBC PH&N; Investment Counsel in Vancouver as a Client Support Associate, focusing on high-net-worth clients. Deliver exceptional service through proactive portfolio management and client interactions. In this role, you will be a critical support to our Investment Counsellor, managing administrative tasks and enhancing client experience.

Your expertise will be key in ensuring timely trade actions and seamless account management. Suitability includes at least two years in a comparable investment role and proficiency in MS Office. Key Responsibilities:
Investigate and resolve client inquiries efficiently
Manage daily portfolio administration and maintenance
Process trades with accuracy and timeliness
Handle account documentation and cash flow management
Attend client meetings and maintain detailed records Requirements:
2+ years in investment industry roles
Solid MS Office skills required
Capability to work under high pressure
CSC is advantageous
University degree considered a advantage Support high-net-worth clients by utilizing your customer service skills and investment knowledge at RBC PH&N.;

📌 Client Support Associate Rbc Ph&n Vancouver
🏢 RBC
📍 Vancouver