18 Sep
|
RBC Dominion Securities
|
Collingwood
18 Sep
RBC Dominion Securities
Collingwood
Join RBC Dominion Securities as a Client Experience Associate in Collingwood, enhancing client satisfaction and supporting Advisors in their wealth management efforts. This full-time position at RBC Dominion Securities emphasizes relationship-building and exemplary service. You will help maintain client accounts, manage documentation compliance, and assist in executing effective client service plans.
Your organizational skills and dedication to client experience will foster valuable relationships and help clients achieve their financial goals. Key Responsibilities:
- Execute efficient client account administration and requests
- Assist Advisors with client service execution
- Organize and prepare client meetings thoroughly
- Resolve client inquiries with exceptional problem-solving
- Maintain team communications and documentation Requirements:
- Completion of Canadian Securities Course and CPH within 12 months
- Solid business technology skills including MS Office
- High-quality organization and time management
- Professional, friendly, and warm client interaction skills
- Experience in the securities industry is a plus Transform client experiences and strengthen your career with RBC in Collingwood.
📌 RBC Client Experience Associate Role (Collingwood)
🏢 RBC Dominion Securities
📍 Collingwood