Drive exceptional service delivery as a Client Experience Associate with RBC Dominion Securities in South Surrey. Cater to clients and advisory teams with your stellar organizational and communication skills.
In this full time role, you will facilitate a consistent client experience from onboarding to ongoing service. The position requires at least two years of client service experience and a robust skill set in Microsoft Office. Your responsibilities include coordinating meetings, managing client communications, and maintaining precise documentation to support the Advisory Team's success.
Key Responsibilities:
- Elevate the client experience from onboarding onwards
- Prepare meetings for clients and advisors efficiently
- Oversee and manage client account records
- Ensure documentation adheres to compliance requirements
- Assist in Wealth Management process audits
Requirements:
- Minimum of 2 years in a client service capacity
- Proficient in Microsoft Office
- Strong communication skills in English
- Great attention to detail
- Knowledge of internal systems at RBC is advantageous
Leverage your client service skills at RBC to enhance our clients' financial journeys.