Client Service Associate - Wealth Management (Ontario)

Client Service Associate - Wealth Management (Ontario)

18 Sep
|
RBC Dominion Securities
|
Ontario

18 Sep

RBC Dominion Securities

Ontario

Elevate your career as a Client Service Associate at RBC Dominion Securities in Mississauga. This role focuses on client relations and operational support in a full time wealth management setting.

As a valued member of our investment team, you will play an essential role in ensuring seamless client interactions and maintaining account accuracy. Your organizational skills and attention to detail will be vital in processing transactions, managing schedules, and supporting compliance. The ability to adapt to a rapidly changing environment will enhance the entire team's efficiency.

Key Responsibilities:
• Deliver responsive service as clients' primary contact
• Manage client account transactions accurately
• Collaborate with partners to handle inquiries and transactions




• Assist in onboarding new clients with required documentation
• Enhance internal operations by identifying improvements

Requirements:
• Bachelor’s degree or applicable experience
• Effective verbal and written communication skills
• Strong focus on client service and detail orientation
• Proficient with Microsoft Office Suite
• Financial services experience beneficial

Become an integral part of our team and contribute to exceptional client experiences at RBC Dominion Securities.
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📌 Client Service Associate - Wealth Management (Ontario)
🏢 RBC Dominion Securities
📍 Ontario

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