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 accurate 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.