Elevate client relationships with RBC Dominion Securities as a Client Experience Associate in Collingwood. Deliver exceptional support and ensure seamless account administration for clients.
RBC Dominion Securities seeks a resourceful and collaborative individual as a Client Experience Associate. This full time role involves providing outstanding service to clients and support to Advisors, managing account administration, and facilitating wealth management planning. You will be a crucial contact point for both clients and the Advisor team, enhancing client journeys and successful financial outcomes.
Key Responsibilities:
• Manage client account administration and updates • Support Advisors with service plans for clients • Prepare meetings and coordinate information efficiently • Deliver proactive problem resolution for clients • Update and maintain team communication channels
Requirements: • Completion of Canadian Securities Course and CPH • Proficient in Microsoft Office Suite • Strong time management and organization skills • Proven track record in client service excellence • Previous knowledge of RBC systems is an asset
Improve client experience and contribute to financial success with RBC in Collingwood. #J-18808-Ljbffr