Join RBC Wealth Management as a Client Success Associate in Ottawa. Deliver world-class client service and support investment advisors with your knowledge and skills.

This full time prospect focuses on maintaining client accounts and ensuring their documentation remains compliant and up-to-date. Your role will include executing trades, responding to inquiries, and performing analyses to support investment strategies. Engage with multiple departments to ensure timely resolution of client needs.

Key Responsibilities: • Manage client accounts, focusing on accurate documentation • Follow up on trades to guarantee successful settlement • Address client questions with warmth and efficiency • Conduct analyses on accounts as requested • Cross-train on full range office administration tasks

Requirements: • Completion of Canadian Investment Regulatory Exam, CIRE • Robust skills in Microsoft Office, particularly Excel • High-quality organizational and time management skills • Exceptional communication skills, both verbal and written • Familiarity with RBC systems is a plus

Bring your professionalism and client-focused mindset to RBC Wealth Management as a Client Success Associate.

📌 Client Success Associate At Rbc Wealth Management Montreal (Canada)
🏢 RBC Dominion Securities
📍 Canada