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 solutionsAssist in team administrative functionsAccurately process trades and manage client transactionsSupport opening of client accounts and documentationFacilitate client meetings and schedulingRequirements:Diploma of College Studies or higher educationCompletion of Canadian Securities Course (CSC)Solid proficiency in Microsoft Office suiteExceptional attention to detail and client service focusEffective time management skillsApply your skills in client relations and administration to excel as a Private Client Associate at RBC.

📌 Rbc Private Client Associate Role (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 RBC
📍 Riviere-des-Prairies—Pointe-aux-Trembles