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 robust 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.

📌 Client Service Associate - high-net-worth private clients (Montreal)
🏢 RBC
📍 Montreal