Step into a rewarding role at RBC Dominion Securities as an Associate in Saskatoon. Engage with clients and Advisors to support wealth management efforts and deliver superior service.
This position allows you to play a pivotal role in managing client accounts and ensuring all compliance documents are accurate. You will help coordinate internal processes and enhance client onboarding experiences while maintaining effective communication across various channels. This collaborative full-time role is ideal for those passionate about client relations in an investment setting.
Key Responsibilities:
• Schedule and prepare for client meetings with Advisors
• Provide proactive service focused on client satisfaction
• Address client questions related to accounts and transactions
• Assist in onboarding recent clients efficiently
• Ensure compliance with documentation requirements
Requirements:
• Must hold Canadian Investment Regulatory Exam (CIRE)
• Strong skills in the Microsoft Office Suite
• Excellent organization and time management abilities
• Demonstrated world-class client service experience
• Familiarity with RBC systems is a plus
Contribute to RBC's client success and operational efficiency through dedicated support in Saskatoon.
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