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
Excellent attention to detail
Knowledge of internal systems at RBC is advantageous Leverage your client service skills at RBC to enhance our clients' financial journeys.

📌 Client Experience Associate At Rbc Surrey
🏢 RBC
📍 Surrey