Elevate client services as an Investment Associate with RBC Dominion Securities in Mississauga, ON. This full-time role focuses on account management, client support, and operational excellence.
Join RBC to maintain and grow an Investment Advisor's business by providing exceptional client service. The role demands solid communication, organizational skills, and attention to detail. You will also communicate with partners and stakeholders, manage transactions, and ensure compliance with regulations.
Key Responsibilities:
• Serve as primary client contact for exceptional service
• Process transactions accurately, including fund transfers
• Liaise with partners to resolve client inquiries
• Support new client onboarding and documentation
• Maintain strong internal controls and ensure compliance
Requirements:
• Bachelor’s degree or relevant experience
• Strong communication and organizational skills
• Attention to detail and client service focus
• Adaptability in a fast-paced environment
• Proficiency in Microsoft Office Suite
Excel in client relations, process improvements, and operational tasks with RBC in Mississauga.
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