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 cooperative 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.
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