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 exact 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.
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