Join RBC Dominion Securities as a Client Service Associate in Richmond Hill, where your expertise enhances client relationships and drives wealth management success. Provide exceptional service administration and support to Advisors.
As a pivotal resource on the Executive Council Team, you will cultivate and deepen relationships with existing clients while welcoming new ones. Your ability to solve problems and communicate effectively will help streamline operations. Collaborating closely with Advisors, you will play a vital role in the smooth management of client portfolios.
Key Responsibilities:
• Enhance client onboarding and year-round service plans • Assist Advisors in coordinating client meetings • Address client inquiries with attention to detail • Update documentation to ensure compliance with regulations • Follow up on client trades for settlement
Requirements: • At least 3 years’ experience in the securities sector • Hold Canadian Investment Regulatory Exam, CIRE • Solid skills in Microsoft Office and technology • Excellent communication capabilities, both verbal and written • Outstanding organizational skills and time management
Drive client satisfaction and further your career within RBC’s supportive environment in Richmond Hill.