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 • Outstanding attention to detail • Knowledge of internal systems at RBC is advantageous
Leverage your client service skills at RBC to enhance our clients' financial journeys. #J-18808-Ljbffr