Join RBC Phillips, Hager & North as a Private Client Associate in Ottawa, focusing on providing superior service to affluent clients while managing detailed portfolio administration.

As a Private Client Associate, your primary mission is to assist the Investment Counsellor in delivering seamless portfolio maintenance and client service. This role involves managing documentation, ensuring timely trades, and supporting client meetings, all while nurturing exemplary customer relations.

Key Responsibilities: • Respond to client inquiries with prompt solutions • Assist in team administrative functions • Accurately process trades and manage client transactions • Support opening of client accounts and documentation • Facilitate client meetings and scheduling

Requirements: • Diploma of College Studies or higher education • Completion of Canadian Securities Course (CSC) • Robust proficiency in Microsoft Office suite • Exceptional attention to detail and client service focus • Effective time management skills

Apply your skills in client relations and administration to excel as a Private Client Associate at RBC. #J-18808-Ljbffr

📌 RBC Private Client Associate Role (Montreal)
🏢 RBC
📍 Montreal