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
- Solid 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.

📌 Client Experience Associate at RBC (Collingwood)
🏢 RBC Dominion Securities
📍 Collingwood