Become an Investment Associate with RBC Dominion Securities in Trois-Rivières, Canada. Drive client engagement and support wealth management strategies within a collaborative team.
This full-time associate role emphasizes maintaining client accounts and improving services through timely responses and proactive problem resolution. With a minimum of two years in the securities industry, your organizational skills will help manage timelines and compliance for client documentation. You will be pivotal in building recent client relationships and enhancing account experiences.
Key Responsibilities:
• Maintain and track client account details meticulously • Provide timely responses to client inquiries and requests • Utilize problem-solving skills to enhance client satisfaction • Work alongside advisors for new client onboarding efforts • Prepare and coordinate client meetings for advisory teams
Requirements: • Certification in Canadian Investment Regulatory Exam (CIRE) • Fluency in French is mandatory • At least two years experience in the securities sector • Knowledgeable with Microsoft 365 applications • Exceptional attention to detail and time management
Capitalize on your client service skills to advance your career with RBC Dominion Securities in Trois-Rivières. #J-18808-Ljbffr