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 recent 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
Robust 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 setting in Richmond Hill.

📌 Client Service Associate Rbc Dominion Securities Richmond Hill (Canada)
🏢 RBC Dominion Securities
📍 Canada