Take your expertise to the next level as a Client Services Associate at RBC in Montréal. This full time position offers the chance to support high-net-worth clients through dedicated service. In your role, you will assist an Investment Counsellor in providing top-notch portfolio administration and client support.
Key tasks include managing account documentation, ensuring accurate transaction processing, and facilitating client meetings. Additionally, you will play a crucial role in responding to client queries, reinforcing strong relationships and exceptional service. Key Responsibilities:
- Handle client inquiries and ensure satisfaction
- Support day-to-day administrative team functions
- Process trades accurately and efficiently
- Oversee client cash flows and account openings
- Attend client meetings and help manage schedules
Requirements:
- Diploma of College Studies or bachelor’s degree
- Proficient in Microsoft 365 applications
- Bilingual in English and French
- Excellent client service skills
- Detail-oriented with strong time management
Join RBC's dedicated team and contribute to superior client experiences in wealth management.