27 Aug
|
RBC
|
Quebec City
Become a pivotal Client Service Specialist at RBC Phillips, Hager & North in Ottawa, assisting high net worth clients with exceptional portfolio management. Drive client satisfaction through productive service.
In this full-time role as a Client Service Specialist, you will directly support an Investment Counsellor, manage daily operations, and deliver outstanding service to our valued clients. Your duties include resolving inquiries, ensuring timely trade processing, and maintaining accurate client records while fostering strong interpersonal relationships.
Key Responsibilities:
• Resolve client inquiries and issues promptly
• Support administrative tasks of the investment team
• Ensure timely processing of trades
• Maintain comprehensive client account records
• Help coordinate client meetings and appointments
Requirements:
• College diploma or bachelor’s degree in a relevant field
• Completion of Canadian Securities Course (CSC)
• Advanced Microsoft 365 skills required
• Proven experience in client service
• Excellent time management and attention to detail
Deliver top-notch client service and contribute to our clients' financial success at RBC.
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📌 Client Service Specialist at RBC (Quebec City)
🏢 RBC
📍 Quebec City