Client Experience & Wealth Associate Vancouver

Client Experience & Wealth Associate Vancouver

24 Sep
|
RBC
|
Vancouver

24 Sep

RBC

Vancouver

Step into a vital role at RBC Dominion Securities as a Client Experience & Wealth Associate in Vancouver. Deliver outstanding service and ensure a smooth client experience throughout their journey. In this prominent role, you will be essential to the success of the advisory team by enhancing client interactions and ensuring meticulous attention to service details.

Your expertise in Microsoft Office and two years of experience in the securities industry will help you manage ongoing client activities, challenges, and relationships effectively. You'll be responsible for liaising between internal departments and clients, maintaining accounts and communication strategies. Key Responsibilities:
Deliver seamless onboarding and client management




Prepare for Wealth Management meetings effectively
Resolve client inquiries and streamline communication
Maintain and update client accounts regularly
Support teams by managing client experience standards Requirements:
Minimum 2 years in the securities sector
Proficient in Microsoft Office Suite
Exceptional client service and communication skills
Familiarity with RBC systems is advantageous
Excellent verbal and written communication in English Support RBC's commitment to client excellence in Vancouver.

📌 Client Experience & Wealth Associate Vancouver
🏢 RBC
📍 Vancouver

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