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. #J-18808-Ljbffr