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)
Solid 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