Join RBC PH&N; Investment Counsel as a Client Management Associate in Victoria, Canada. This role focuses on providing top-tier support to high-net-worth clients and small business owners.

As a key member of our team, you'll leverage your 2+ years of investment industry experience to enhance client interactions. Proficiency in MS Office is necessary, as well as the ability to thrive in a high-pressure workplace. Responsibilities include overseeing client inquiries and ensuring timely trade processing.

Key Responsibilities:
• Identify and resolve client inquiries efficiently
• Support team administrative activities
• Ensure accurate trade processes
• Manage all aspects of client account documentation
• Attend and assist in client meetings as needed

Requirements:
• At least 2 years related experience in investments
• Advanced skills in Microsoft Excel
• Strong verbal and written English communication
• Ability to perform under pressure
• University Degree and CSC preference

Utilize your client management skills at RBC PH&N; to support impactful financial services.
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📌 Client Management Associate RBC PH&N (British Columbia)
🏢 RBC
📍 British Columbia